# openportfolio

> openportfolio — seonglae-openportfolio. Use this tool when you need to manage and track financial portfolios, as it enables AI agents to read and write portfolio data through 25 MCP tools, covering key aspects such as net worth, flows, and forecasts. It solves problems related to financial planning, decision-making, and auditing by providing a self-hosted portfolio tracker. This tool is ideal for use cases requiring automated financial analysis and reporting, with inputs including financial data and outputs including net worth, flow, and forecast reports.

Canonical page: https://skillsregistry.net/skills/seonglae-openportfolio  
JSON: https://api.skillsregistry.net/v1/skills/seonglae-openportfolio

## Description

Enables AI agents to read and write a self-hosted portfolio tracker through 25 MCP tools, covering net worth, flows, forecasts, decisions, and audit.

## Trust

- **Trust score (0–1):** 0.53
- **Verification tier:** scanned
- **Last scanned:** 2026-08-29

## Facts

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

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/p92af57qre)
- **Repository:** <https://github.com/seonglae/openportfolio>

## 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": "seonglae-openportfolio"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/seonglae-openportfolio` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/seonglae-openportfolio/pull`

---
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