Asset Management MCP server

This is a small helper that lets your AI chat about your personal stock and ETF portfolio. You keep a simple log of your buys and sells, and the tool turns it into a plain-language brief about how far you fell from your peak and how long you stayed down. It is handy if you track your own investments and want honest numbers instead of a chatbot guessing.

What this MCP server does

You keep a transaction log, which is just a list of rows: date, ticker, buy or sell, how many, at what price, and any fee. You ask your AI a question about your portfolio. The AI uses this helper, and the helper reads your log and works out your holdings and risk numbers on your own computer. The AI then explains the result in plain words. The important part is that the AI never does the math itself. Every figure it shows you comes from the tool, and if the AI tries to type a number on its own, the whole summary is thrown away.

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What you can do with it

• See how far your portfolio fell from its peak and how long it stayed down
• Get buy and sell suggestions toward a target mix you choose, each tied to a named rule
• Check whether a fund you are considering actually fits your portfolio
• Compare your portfolio against a simple reference mix over the same period
• Read a plain-language summary of your numbers, written by your AI but with figures filled in by the tool
• Preview an import before you trust it, so you can see skipped rows and why

Try asking your AI

• “How deep was my worst drawdown and how long was I underwater?”
• “What does my current allocation look like compared to my target?”
• “Should I rebalance this week, and if so, what would I buy or sell?”
• “Is QQQM a good fit for my portfolio, or does it overlap with what I already hold?”

What it gives back to you

You get answers in the chat: your holdings, your drawdown figures with a confidence range, and any suggested trades with the rule behind each one. Some numbers come back as n/a when there is not enough history to compute them honestly, rather than a made-up value. If you ask for a written summary, you get a short paragraph where every number was filled in by the tool, not the AI.

Before you start

Who it's for

People who track their own stock and ETF portfolio and want to ask an AI about it without trusting the AI to do the math.