About portfolio-signals
portfolio-signals is an MCP server for AI coding agents that provides Yahoo Finance quotes and computed technical indicators. It returns measurements and standard classifications rather than investment interpretations.
Key features
- 01Real-time quotes and daily changes
- 02RSI, MACD, and SMA crossovers
- 03Ranked returns across tickers
- 04Weekly portfolio digest
Use cases
- 01Check a ticker’s current quote and indicators
- 02Compare returns across a selected period
- 03Review weekly portfolio performance and RSI ranges
MCP support
Exposes quote, technical-signal, comparison, and portfolio-digest tools to MCP clients. Available as a local STDIO server or hosted HTTP endpoint.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://portfolio-signals-mcp.fly.dev/mcpclaude mcp add --transport http khizarshabir1-portfolio-signals https://portfolio-signals-mcp.fly.dev/mcp{"mcpServers":{"khizarshabir1-portfolio-signals":{"type":"http","url":"https://portfolio-signals-mcp.fly.dev/mcp"}}}Open in Cursor{"servers":{"khizarshabir1-portfolio-signals":{"type":"http","url":"https://portfolio-signals-mcp.fly.dev/mcp"}}}Open in VS Code{"mcpServers":{"khizarshabir1-portfolio-signals":{"type":"http","url":"https://portfolio-signals-mcp.fly.dev/mcp"}}}{"mcpServers":{"khizarshabir1-portfolio-signals":{"serverUrl":"https://portfolio-signals-mcp.fly.dev/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
Details
From the project READMEPortfolio Signals MCP
An MCP server that gives any AI coding agent (Claude Code, Cursor, Claude Desktop, etc.) real-time stock quotes and computed technical-analysis signals — RSI, MACD crossovers, golden/death crosses, and whole-portfolio weekly digests. Indicators are calculated in code, not by the LLM, so the numbers are right.
Data source: Yahoo Finance via yfinance — free, no API key required.
mcp-name: io.github.KhizarShabir1/portfolio-signals
Tools
| Tool | What it does |
|---|---|
get_quote(ticker) | Price, day change, volume, 52-week range |
get_technical_signals(ticker) | RSI(14) with overbought/oversold zone, MACD(12,26,9) vs signal line, SMA 50/200 golden/death cross |
compare_tickers(tickers, period) | Ranked total returns over 1mo–5y |
weekly_digest(tickers) | Whole-portfolio report: 1w/1mo returns, RSI, MACD position, tickers outside RSI 30–70 |
Design principle: tools return measurements and standard threshold classifications (RSI 70/30 zones, golden/death cross, MACD vs signal line) — never directional opinions or narrative summaries. Interpretation is the agent's job; determinism is the server's.
Quick start
No install needed if you have uv:
uvx portfolio-signals-mcp
Claude Code
claude mcp add portfolio-signals -- uvx portfolio-signals-mcp
Then ask Claude things like:
- "What's the RSI and MACD on NVDA right now?"
- "Compare AAPL, MSFT and VOO over 6 months."
- "Give me a weekly digest for my portfolio: AAPL, NVDA, VOO, TSLA."
Cursor
Settings → Tools & MCP → Add a Custom MCP Server:
{
"mcpServers": {
"portfolio-signals": {
"command": "uvx",
"args": ["portfolio-signals-mcp"]
}
}
}
Claude Desktop
Add to ~/Library/Application Support/Claude/claude_desktop_config.json:
{
"mcpServers": {
"portfolio-signals": {
"command": "uvx",
"args": ["portfolio-signals-mcp"]
}
}
}
Remote (HTTP)
No local install — connects directly to the hosted instance:
claude mcp add --transport http portfolio-signals https://portfolio-signals-mcp.fly.dev/mcp
From source
git clone https://github.com/KhizarShabir1/portfolio-signals-mcp
cd portfolio-signals-mcp
pip install -e .
portfolio-signals-mcp # stdio
portfolio-signals-mcp --http # streamable HTTP on :8000 (PORT env to change)
Disclaimer
Informational only — not financial advice. Market data comes from Yahoo Finance and is subject to Yahoo's terms of use.
License
MIT © Khizar Shabir
Comments
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