# My Portfolio MCP Server

> Use this tool when you need to manage and track investment portfolios efficiently. It solves problems related to transaction monitoring, position management, and data synchronization, providing inputs such as portfolio data and outputs like daily snapshots and alerts. Ideal for use in financial planning and investment tracking contexts, it integrates with Google Drive for seamless data storage and retrieval.

Canonical page: https://skillsregistry.net/skills/udaybhasker-ub-my-portfolio-mcp  
JSON: https://api.skillsregistry.net/v1/skills/udaybhasker-ub-my-portfolio-mcp

## Description

A Model Context Protocol (MCP) server for managing investment portfolios, enabling transaction tracking, position management, alerts, and daily snapshots with Google Drive sync.

## Trust

- **Trust score (0–1):** 0.69
- **Verification tier:** scanned
- **Last scanned:** 2026-09-03

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** other
- **Updated:** 2026-09-03

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/zeovxoe0ul)
- **Repository:** <https://github.com/udaybhasker-ub/my-portfolio-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": "udaybhasker-ub-my-portfolio-mcp"
    }
  }
}
```

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