A local, read-only MCP server (plus CLI) over your own stock/ETF transaction log. A deterministic core computes drawdown-first risk with bootstrap confidence intervals and validates targets with walk-forward verdicts. The assistant narrates, but the number fence makes it structurally impossible for the model to produce a figure.
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process.env. You'll be asked to provide them before it can run.RESEND_API_KEYREPORT_TO— you@example.comREPORT_FROM— =briefs@yourdomain.com # optional; defaults to Resend's onboarding senderASSET_NARRATE_PROVIDER— anthropic # or: openai (any OpenAI-compatible endpoint)ASSET_NARRATE_KEYASSET_NARRATE_MODEL— claude-haiku-4-5ASSET_NARRATE_BASE_URL— =https://... # provider=openai onlyASSET_NARRATE_TIER— paid # free paid local — privacy dial (see below); default: freeASSET_MCP_OFFLINE— the price cache), =1 (never fetch — for an already-warmed cache). No LLM keyASSET_UNIVERSE— =path/to/universe.csv # your own discovery universe[](https://m8ven.ai/mcp/disin7c9-asset-management-1kk1tf)