portfolio-mcp
Verified Safeby l4b4r4b4b4
Overview
A financial portfolio management and analysis server for AI agents, providing tools for data fetching, analysis, optimization, and secure handling of financial data.
Installation
uv run portfolio-mcp stdioEnvironment Variables
- CACHE_BACKEND
- REDIS_URL
- SQLITE_PATH
- PORTFOLIO_MCP_PORT
- PORTFOLIO_MCP_HOST
- PORTFOLIO_MCP_DEFAULT_RISK_FREE_RATE
- PORTFOLIO_MCP_DEFAULT_TRADING_DAYS
- LOG_LEVEL
- CACHE_TTL
- LANGFUSE_PUBLIC_KEY
- LANGFUSE_SECRET_KEY
Security Notes
The server uses `mcp-refcache` for robust access control (e.g., `EXECUTE` permission for blind computation with secrets), preventing AI agents from directly reading sensitive cached values. No direct `eval` or `exec` calls were found. Environment variables are used for sensitive configurations like Redis connection URLs, and the default host `0.0.0.0` for HTTP modes is explicitly noted as intentional for container deployments. External API calls to Yahoo Finance and CoinGecko are made using standard libraries and include basic error handling.
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