# PM-MCP (Portfolio Management MCP Server)

> Use this tool when you need to streamline investment analysis and portfolio management, solving problems such as manual data collection and report generation. The PM-MCP server takes in market data, news, and SEC filings as inputs and outputs automated reports and investment insights, enabling informed theme-based investment research and portfolio evaluation. It is ideal for use in financial research and investment management contexts where data-driven decision making is crucial.

Canonical page: https://skillsregistry.net/skills/surplus96-pm-mcp  
JSON: https://api.skillsregistry.net/v1/skills/surplus96-pm-mcp

## Description

AI-powered portfolio management and investment analysis server that enables theme-based investment research, portfolio evaluation, market data analysis, news monitoring, SEC filings retrieval, and automated report generation with Obsidian integration.

## Trust

- **Trust score (0–1):** 0.60
- **Verification tier:** unverified

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** monitoring
- **Updated:** 2026-04-30

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/i8bzj6hqrp)
- **Repository:** <https://github.com/surplus96/PM-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": "surplus96-pm-mcp"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/surplus96-pm-mcp` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/surplus96-pm-mcp/pull`

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