MCP Agent: Portfolio Analytics [NEW]
MCP Agent for Portfolio Analytics
MCP Agent - Portfolio Analytics
Comprehensive portfolio analytics agent with QuantStats-Lumi analysis, Technical Analysis, Security Performance Reports, and Yahoo Finance data integration for any symbol.
What This App Does
QuantStats Analysis
- Wrapper over QuantStats-Lumi package that fixes bugs from original QuantStats
- Provides risk-return ratios (CAGR, Sharpe, Sortino) for single symbol vs benchmark
- Generates professional HTML reports with visualizations
Technical Analysis Reports
- Live price data with technical indicators using Finta package
- Advanced charts with Matplotlib and Gemini Vision API analysis
- PDF and HTML reports with embedded visuals
Security Performance Report (SPR)
- Multi-symbol portfolio analysis using custom calculations + FFN library
- Interactive daily returns charts with comprehensive risk metrics
- Professional HTML reports with CSV exports for detailed analysis
Yahoo Finance Integration
- Compatible with any Yahoo Finance symbol - stocks, ETFs, metals, cryptocurrencies
- Historical data retrieval with flexible date ranges
Detailed Methodology & Validation: SPR vs QuantStats Comparison Complete methodology documentation, calculation details, and validation results comparing SPR with QuantStats implementations.
How to Use
Ask the AI agent to guide you with these examples:
- QuantStats Analysis: "Compare AAPL against QQQ from January 2020 to March 2023". Specify symbol, benchmark (default: ^GSPC), and time range.
- Technical Analysis: "Analyze MSFT with RSI, MACD and Bollinger Bands for the past 6 months". Specify symbol, timeframe, and desired indicators.
- Security Performance Report: "Generate SPR for AAPL,MSFT,GOOG from 2020-01-01 to 2023-12-31". Provide multiple symbols and date range for comprehensive analysis.
- Yahoo Finance Data: Retrieve financial statements, profile information, and historical prices. Simply provide Yahoo Finance symbol and specify date range if needed.
How It Works
- 1. QuantStats Analysis: Backend quantstats-lumi MCP server runs Lumiwealth's fork with bug fixes. Agent passes parameters to MCP server for processing. Returns formatted HTML report with risk-return metrics.
- 2. Technical Analysis: React frontend relays requests to n8n Webhook URL. FastAPI Technical Analysis service pulls data from Yahoo Finance API. Converts daily to weekly data, computes indicators with Finta. Generates charts via Matplotlib, analyzes with Gemini Vision API. Returns Markdown responses, converts to PDF/HTML reports.
- 3. Security Performance Report (SPR): Dual methodology: custom calculations for core metrics + FFN library. FastAPI backend with MCP integration for AI/LLM interactions. Processes multiple symbols with data quality filters. Generates HTML reports with matplotlib charts and CSV exports.
- 4. Yahoo Finance Data: Dedicated Yahoo Finance MCP-integrated FastAPI server. Runs yfinance package for data extraction. Handles financial statements, profile info, and historical prices.
How to Replicate
Follow these steps to deploy your own version:
- Frontend: Clone the React app. Deploy (e.g., Vercel, Netlify) and configure the .env with n8n Webhook URL.
- Backend Services:
- quantstats-lumi MCP Server
- Yahoo Finance MCP Server (prices & financials)
- Technical Analysis MCP Server
- Security Performance Report (SPR) MCP Server
- Markdown to PDF FastAPI Server for report conversion
- n8n Configuration: Configure Agents in n8n by adding MCP clients to connect to MCP Servers for QuantStats, Technical Analysis, SPR, and Yahoo Finance data extraction. Set the base URL with a /mcp endpoint for each service.
- Environment Setup:
IS_LOCAL_DEVELOPMENT=1 # Set to 0 for production BASE_URL_FOR_REPORTS=https://your-domain.com/