Portfolio Service Monorepo
BasicPortfolio Service MCP Server integrates popular brokerage APIs for efficient portfolio management, access to market data, and execution of trading operations. It supports multiple brokers and provides advanced trading features.
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Overview
Portfolio Service MCP Server integrates popular brokerage APIs for efficient portfolio management, access to market data, and execution of trading operations. It supports multiple brokers and provides advanced trading features.
Installation
1Install the package
2Add to Claude
Add this configuration to your claude_desktop_config.json:
claude_desktop_config.json
{
"mcpServers": {
"portfolio-service-monorepo": {
"command": "npx",
"args": [
"-y",
"@modelcontextprotocol/server-portfolio-service-monorepo"
]
}
}
}3Verify installation
Restart Claude Desktop, then ask:
"What tools do you have available from Portfolio Service Monorepo?"
Prerequisites
- Node.js 18 or higher
- npm or npx available
- Claude Desktop or Claude API access
Configuration
No configuration required. This server works out of the box.
Usage Examples
List Resources
"What resources are available in Portfolio Service Monorepo?"
Claude will query available resources and return a list of what you can access.
Get Details
"Show me details about [specific item] in Portfolio Service Monorepo"
Claude will fetch and display detailed information about the requested item.
Create New
"Create a new [item] in Portfolio Service Monorepo with [details]"
Claude will use the appropriate tool to create the resource and confirm success.
Works with Portfolio Service Monorepo
Trading Edge
Real-time crypto market analysis and price predictions
Proof Trading
Institutional equities broker-dealer
Smart Portfolio
Real-time Intelligence for better trading outcomes
Broker Kit
Streamline your Commercial Insurance Quoting process
Portfolio DOC
Investment advice on the portfolio you already own
Copytrade-Market
Follow successful traders based on your risk profile
Copenhagen Energy Trading
Power trading and data science solutions for renewable energy
Portfolio Stock Exchange
The next generation European stock exchange for all sizes.
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