Github
MCP Finance Agent is a tool for analyzing financial investment portfolios and generating optimization suggestions. It supports integration with the Tinkoff Invest API and provides risk analysis, market monitoring, and performance indicator calculation.
2 points
9.2K

What is MCP Finance Agent?

MCP Finance Agent is an intelligent financial analysis tool that integrates with the Tinkoff Invest API to help users analyze investment portfolios, assess risks, and generate optimization suggestions. It can monitor market data and calculate key performance indicators to provide data support for your investment decisions.

How to use MCP Finance Agent?

Simply complete the simple installation and configuration. After running the service, you can access all functions through the web interface or API. The system will automatically analyze your investment portfolio and provide visual reports.

Applicable scenarios

Suitable for individual investors, financial advisors, and users who need to regularly evaluate the performance of their investment portfolios. Particularly suitable for scenarios where users want to optimize investment strategies based on data analysis.

Main features

Portfolio analysis
Comprehensively analyze the composition, diversification, and performance of your investment portfolio
Risk assessment
Calculate and visualize your investment risk level
Optimization suggestions
Provide investment portfolio optimization solutions based on your risk preferences
Market monitoring
Track the impact of real-time market changes on your investment portfolio
Performance metrics
Calculate key performance indicators such as the Sharpe ratio and maximum drawdown
Advantages
Seamless integration with Tinkoff Invest, making data acquisition convenient
Intuitive visual reports for easy understanding of complex financial data
Automated analysis process, saving time on manual calculations
Optimization suggestions based on professional financial models
Limitations
Currently only supports the Tinkoff Invest platform
Requires certain technical knowledge for initial setup
Optimization suggestions are for reference only and do not constitute investment advice

How to use

Installation preparation
Ensure that Python 3.11+ and the Poetry package management tool are installed
Get the code
Clone the project repository to your local machine
Install dependencies
Use Poetry to install all necessary Python dependencies
Configure the environment
Copy and edit the.env file to set your Tinkoff API credentials
Start the service
Run the main program to start the analysis service

Usage examples

Assess investment portfolio risk
The system analyzes your investment portfolio, identifies potential risk points, and provides diversification suggestions
Optimize asset allocation
Generate an optimized asset allocation plan based on your risk tolerance and investment goals
Monitor investment performance
Regularly track the performance of your investment portfolio and compare it with the benchmark

Frequently Asked Questions

What kind of Tinkoff account is required to use this service?
What is the data update frequency?
Does it support other brokerage platforms?
How to ensure the security of my investment data?

Related resources

Tinkoff Invest API documentation
Official API documentation and interface descriptions
GitHub repository
Project source code and issue tracking
Poetry documentation
Documentation for the Python dependency management tool

Installation

Copy the following command to your Client for configuration
Note: Your key is sensitive information, do not share it with anyone.

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