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MCP Server: QuantStats Profiling [NEW]

MCP Server for comprehensive portfolio analysis with QuantStats package. Provides Web Reports with KPIs and charts

MCP Server: Quantstats Portfolio Profiling

Multi-purpose backend server combining FastAPI and MCP capabilities for comprehensive portfolio analysis with quantstats-lumi package.

What It Does

A comprehensive portfolio analysis platform that combines FastAPI endpoints, Model Context Protocol (MCP) integration, and a streamlined web interface:

Provides fast portfolio performance analysis using QuantStats-Lumi package, a Lumiwealth fork of QuantStats with important bug fixes.
Generates professional HTML reports with visualizations.
Calculates key performance metrics:
- Sharpe and Sortino ratios
- Maximum Drawdown and Value at Risk
- Rolling statistics and correlations
- Return distribution analysis
Compares performance against benchmark.

How to Use

Available Endpoints
- Base URL: https://quantstats.hosting.tigzig.com/
- MCP Endpoint: https://quantstats.hosting.tigzig.com/mcp
- API Endpoint: https://quantstats.hosting.tigzig.com/analyze
Access Methods
- Web Interface: Visit / for Flask frontend.
- Direct API: Make HTTP GET requests to /analyze with parameters: symbols, benchmark, start_date, end_date, risk_free_rate.
- MCP/LLM: Connect to /mcp using any MCP-compatible client.

How It Works

Data Collection: Historical price data fetched from Yahoo Finance API. Downloads both stock and benchmark data. Processes and aligns stock returns for consistent analysis.
Portfolio Analysis: Creates comprehensive visual reports with quantstats-lumi.
Integration Layer: FastAPI backend with efficient data processing. HTML report generation using quantstats-lumi. Enhanced with MCP for AI/LLM interactions.
Endpoints: Exposes three types of endpoints: / (Flask UI), /api/* (FastAPI), and /mcp (MCP/LLM).

How to Replicate

Installation Steps: Clone the repository. Install dependencies from requirements.txt. Configure environment variables. Run the server with uvicorn.
Key Dependencies: MCP Server - Yahoo Finance, FastAPI Server - ReportLab.

Resources

Fine Print: This is for informational purposes only and should not be considered as investment advice. All metrics in this report are generated using the open-source QuantStats-LumiWealth Version. Always validate outputs.