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glama

PM-MCP (Portfolio Management MCP Server)

AI-powered portfolio management and investment analysis server that enables theme-based investment research, portfolio evaluation, market data analysis, news monitoring, SEC filings retrieval, and automated report generation with Obsidian integration.

→ surplus96/PM-MCP · listed on glama

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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.

🔐

You'll be asked for 6 credentials: GEMINI_API_KEY, ALPHA_VANTAGE_API_KEY, FINNHUB_API_KEY, DART_API_KEY, KIS_APP_KEY, KIS_APP_SECRET

These are read from process.env at runtime. Make sure you trust where they’ll be sent.

// required environment variables

This server reads these from process.env. You'll be asked to provide them before it can run.

configPM_MCP_ROOT

🔐 secretGEMINI_API_KEY

configGEMINI_MODEL

configGEMMA_MODEL

configLLM_TIMEOUT_SEC

configALLOWED_ORIGINS

configRATE_LIMIT_PER_MIN

configRATE_LIMIT_ANALYSIS_PER_MIN

configLOG_LEVEL

configENVIRONMENT

configCHAT_MODEL

configCHAT_USE_PREVIEW

🔐 secretALPHA_VANTAGE_API_KEY

configALPHA_VANTAGE_CALL_DELAY

🔐 secretFINNHUB_API_KEY

configSEC_EDGAR_USER_AGENT

configOBSIDIAN_VAULT_PATH

configPRESENT_PRESET

configPRESENT_THEME_CHART_DAYS

configPRESENT_PORTFOLIO_HISTORY_DAYS

configPRESENT_YSCALE

configPRESENT_MA_WINDOWS

configPRESENT_COLORS

configPRESENT_NEWS_MAX

configPRESENT_FILINGS_MAX

configPRESENT_MPL_STYLE

configIMAGE_OUTPUT_DIR

configSCORE_WEIGHTS

configSCORE_SECTOR_NEUTRAL

configSECTOR_FACTOR_WEIGHTS

configEVENT_WEIGHTS_PATH

configWATCHLIST_PATH

configSCHEDULER_TIMEZONE

🔐 secretDART_API_KEY

🔐 secretKIS_APP_KEY

🔐 secretKIS_APP_SECRET

configLLM_MAX_OUTPUT_TOKENS

configLLM_INNER_RETRIES

configLLM_RETRY_BACKOFF_SEC

// 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 5 concrete improvements 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/surplus96-pm-mcp-1lte3j)](https://m8ven.ai/mcp/surplus96-pm-mcp-1lte3j)

commit: 85ea6029fd0c5d743b71e8083a69303bc3c85620

code hash: 73e42a1126f9967ea9ae6e58b2d0c109238033772be6c61ceee228ca0eac7cc0

verified: 6/26/2026, 9:49:22 AM

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