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Manage portfolios and analyze holdings, returns, penetration, and backtesting.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Fund Dashboard MCP Server" yet — see the docs or source repo.
Read my fund and stock transaction records, calculate the portfolio XIRR based on cash flows, and summarize each asset's return contribution, allocation, and net value changes.
Returns the portfolio XIRR, contribution by holding, allocation percentages, and key performance insights.
Based on my current fund holdings, penetrate to underlying stocks and sectors, calculate actual top exposures and sector concentration, and flag overlap with stocks I already hold directly.
Provides underlying exposure results, sector breakdown, overlapping holding risks, and concentration analysis.
Backtest a target fund over the past three years and compare weekly DCA, monthly DCA, and lump-sum investing by return, max drawdown, and volatility, then provide a conclusion.
Returns comparative backtest metrics, chart-ready data summaries, and a strategy recommendation.
Manage deal flow, LP operations, compliance, and fund workflows in one MCP.
Track expenses, monitor budgets, and generate personal finance insights and reports.
Find and compare MCP servers for AI finance agent workflows.
Orchestrate multiple AI agents in real time and monitor tasks and artifacts.
Analyze stocks and investment opportunities using Graham and Buffett principles.
Manage personal finance data through AI-callable, schema-validated database tools.