A local-first stock portfolio tracker with a built-in MCP server for Claude Desktop. Talk to Claude naturally — it pulls live prices, technicals, SEC filings, and news from your portfolio without…
Portfolio Analyzer is an MCP project maintained in the aakash356a/portfolio-analyzer repository. The maintainer describes its purpose as “A local-first stock portfolio tracker with a built-in MCP server for Claude Desktop. Talk to Claude naturally — it pulls live prices, technicals, SEC filings…”. Read the project documentation for the complete scope.
The project provides a local client configuration using python. Follow the repository’s build and installation steps before copying it, and replace example paths with the paths on your own computer.
Project documentation · Repository · Discovery listing. This profile records the public documentation checked on 2026-10-08.
{
"mcpServers": {
"portfolio-analyzer": {
"command": "python",
"args": [
"/FULL/PATH/TO/portfolio-analyzer/mcp_server.py"
]
}
}
}From the project documentation. Replace placeholders and example paths before connecting.
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