# portfolio-analytics-mcp

> portfolio-analytics-mcp — quanttrucker-portfolio-analytics-mcp. Use this tool when you need to analyze and optimize investment portfolios by calculating beta, sector correlation, and trade performance. It solves problems related to portfolio risk assessment, diversification, and profit/loss tracking by providing insights into realized and unrealized gains using Yahoo Finance prices. The tool takes financial data as input and outputs detailed analytics, making it ideal for investors and financial analysts seeking data-driven portfolio management.

Canonical page: https://skillsregistry.net/skills/quanttrucker-portfolio-analytics-mcp  
JSON: https://api.skillsregistry.net/v1/skills/quanttrucker-portfolio-analytics-mcp

## Description

MCP server providing portfolio analytics tools: beta to a benchmark, sector correlation, and FIFO trade matching with realized/unrealized P&L using Yahoo Finance prices.

## Trust

- **Trust score (0–1):** 0.68
- **Verification tier:** scanned
- **Last scanned:** 2026-08-29

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** finance
- **Updated:** 2026-08-29

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/so16statcp)
- **Repository:** <https://github.com/quanttrucker/portfolio-analytics-mcp>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "quanttrucker-portfolio-analytics-mcp"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/quanttrucker-portfolio-analytics-mcp` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/quanttrucker-portfolio-analytics-mcp/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt