43
grade D
12 days ago
glama

portfolio-mcp

A portfolio analysis MCP server that enables AI agents to manage investment portfolios, fetch financial data from Yahoo Finance and CoinGecko, and perform advanced analysis like weight optimization and Monte Carlo simulations. It utilizes reference-based caching to efficiently handle large datasets without bloating the LLM's context window.

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// key findings
No credential exfiltration, no sensitive file access, no obfuscation
Static analysis found nothing flowing your secrets to unexpected places.
Open source with a license and README
Anyone can audit the code, the license is declared, and the publisher documents what it does.
// full audit trail
The full breakdown of what we checked, the deductions that landed, the network hosts, the dependency advisories, and concrete fix guidance is available to verified publishers.
// improvement guidance — verified publishers only
We have 1 concrete improvement we can share with the publisher of this MCP. Each comes with specific guidance to raise the trust score.
// embed badge in your README
[![M8ven Score](https://m8ven.ai/badge/mcp/l4b4r4b4b4-portfolio-mcp-y0775n)](https://m8ven.ai/mcp/l4b4r4b4b4-portfolio-mcp-y0775n)
commit: 9b1cc8949f310c9f52b526d3101cc8d2dc6eef2b
code hash: 6ce540073cfcaae3db748abf784ffd0493e451fb40f759b5750c15bbc48189e9
verified: 4/11/2026, 3:22:32 PM
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