Crypto Portfolio

Track, analyze, and optimize your crypto portfolio directly inside Claude — multi-exchange, multi-coin, multi-wallet, with live prices and unrealized P&L.

MCP server (Model Context Protocol) that turns Claude into your personal crypto portfolio analyst. Connect it once and ask natural questions like "What's my BTC up by since I bought?" or "How would my net worth have looked during the May crash?" — Claude calls these tools under the hood.

License: MIT Transport: Streamable HTTP Node 20+

What it does

A Claude-native portfolio tracker that:

• Records holdings across exchanges and wallets (Coinbase, Binance, Kraken, MetaMask, Ledger, anything)
• Calculates real P&L — current value, cost basis, unrealized gain/loss in USD and %, allocation breakdown
• Streams live prices from CoinGecko (Demo tier, free)
• Reconstructs historical value — what was your portfolio worth on March 14, 2024? Now you can ask
• Surveys the market — BTC dominance, trending coins, top-10 movers — without leaving the chat

It's the data layer for the companion Crypto Tax MCP, but works fully standalone.

Who it's for

Tools (7)

Example conversations

These are the real prompts users say to Claude — what happens behind the scenes is shown in italics.

1. First-time setup: record a holding

You: "I bought 0.5 BTC on Coinbase on Jan 15, 2024 at $42,000."

Claude calls: search_coin("BTC") → finds bitcoin → add_holding({coin_id: "bitcoin", symbol: "BTC", quantity: 0.5, purchase_price_usd: 42000, purchase_date: "2024-01-15", exchange: "Coinbase"})

Claude: "Done. Tracking 0.5 BTC purchased Jan 15, 2024 at $42,000 on Coinbase ($21,000 cost basis)."

2. Check what you're worth right now

You: "What's my portfolio worth?"

Claude calls: get_portfolio_summary({currency: "usd"})

Claude: "Your portfolio is worth $73,420 across 5 assets, up +$18,920 (+34.7%) vs cost basis.

• BTC $48,200 (65.6%) — +$27,200 / +129% ↑
• ETH $15,100 (20.6%) — −$2,100 / −12% ↓
• SOL $6,800 (9.3%) — +$3,800 / +127% ↑
• USDT $2,500 (3.4%) — flat
• MATIC $820 (1.1%) — −$180 / −18% ↓"

{
  "total_value": 73420.00,
  "total_cost_basis": 54500.00,
  "total_unrealized_pnl_usd": 18920.00,
  "total_unrealized_pnl_pct": 34.72,
  "currency": "usd",
  "asset_count": 5,
  "holdings": [
    {
      "coin_id": "bitcoin",
      "symbol": "BTC",
      "quantity": 0.5,
      "current_price": 96400,
      "value": 48200,
      "exchange": "Coinbase",
      "purchase_price_usd": 42000,
      "cost_basis": 21000,
      "unrealized_pnl_usd": 27200,
      "unrealized_pnl_pct": 129.52,
      "price_change_24h_pct": 2.4,
      "allocation_pct": 65.65
    }
  ]
}

3. Quick price check (no holding needed)

You: "What's the price of SOL and AVAX right now?"

Claude calls: get_asset_price({coins: ["solana", "avalanche-2"]})

Claude: "SOL is at $185.40 (+3.2% 24h, $84B mcap). AVAX is at $42.10 (−1.8% 24h, $17B mcap)."

4. Find the right coin ID

You: "I want to add my Polygon holdings. What's the CoinGecko ID?"

Claude calls: search_coin({query: "polygon"})

Claude: "Polygon is now branded as POL with ID polygon-ecosystem-token. The old MATIC token is matic-network. Which one do you hold?"

5. Add a wallet holding (no price/date)

You: "Add 12 ETH in my Ledger cold storage. I don't remember the buy price."

Claude calls: add_holding({coin_id: "ethereum", symbol: "ETH", quantity: 12, exchange: "Ledger"})

Claude: "Added 12 ETH on Ledger. No cost basis recorded — current value will show, but unrealized P&L will be null. Add a purchase price later with add_holding if you want gain tracking."

6. Visualize the portfolio over time

You: "Show me how my portfolio performed over the last 90 days."

Claude calls: get_portfolio_history({days: 90})

Claude: "Your portfolio over 90 days:

• Day 1 (Mar 10): $58,200
• Peak (Apr 22): $81,400
• Trough (May 15): $52,100
• Today (Jun 8): $73,420

Net change: +$15,220 (+26.2%). You weathered the May correction and have recovered ~89% of the peak."

{
  "currency": "usd",
  "days": 90,
  "data_points": 90,
  "history": [
    {"date": "2026-03-10", "value": 58200.00},
    {"date": "2026-03-11", "value": 59100.00},
    "...",
    {"date": "2026-06-08", "value": 73420.00}
  ]
}

7. "What's everyone talking about?"

You: "Give me a market snapshot — what's hot right now?"

Claude calls: get_market_overview()

Claude: "Total crypto mcap: $3.2T (−1.2% 24h). BTC dominance: 56.8%. ETH: 14.2%.

Trending now: Hyperliquid (HYPE), Bittensor (TAO), Ondo (ONDO), Sui (SUI), Toncoin (TON).

Top 10: BTC $96.4K, ETH $3.4K, USDT (stable), BNB $710, SOL $185, USDC (stable), XRP $2.40, DOGE $0.42, ADA $1.10, AVAX $42."

8. Remove a holding

You: "I sold all my MATIC on Coinbase, remove it."

Claude calls: remove_holding({coin_id: "matic-network", exchange: "Coinbase"})

Claude: "Removed MATIC on Coinbase from your portfolio."

9. Multi-exchange same coin

You: "I have 0.3 BTC on Kraken and 0.2 BTC on Binance. Add both."

Claude calls add_holding twice with different exchange values.

Claude: "Tracking 0.5 BTC total across two exchanges (0.3 Kraken, 0.2 Binance). get_portfolio_summary will show them as separate rows so you can see exchange-level exposure."

10. Cost basis correction

You: "I made a typo earlier — my SOL buy price was $95, not $195. Fix it."

Claude calls: add_holding({coin_id: "solana", symbol: "SOL", quantity: <same>, purchase_price_usd: 95, ...}) — upsert merges by (user, coin, exchange).

Claude: "Updated. Your SOL cost basis is now $95/coin. Recalculated unrealized P&L: +$4,500 (was −$5,500 with the wrong price)."

Pricing tiers

Free tier is fully functional for casual portfolios. Pro removes both limits — that's all.

Stack

• Runtime: Node.js 20, TypeScript
• MCP SDK: @modelcontextprotocol/sdk (Streamable HTTP transport)
• Framework: Express + Zod schemas
• Prices: CoinGecko Demo API — 30 req/min, 10K req/month, free. 60s response cache means a 10-user free portfolio uses ~80% fewer calls than naive fetching.
• Storage: SQLite via better-sqlite3 (single file, no external DB)
• Auth: Bearer API key (SHA-256 hashed; raw key never persisted) + MCPize upstream proxy passthrough (X-MCPize-Customer-Id + X-MCPize-Tier)

Development

# Clone + install
git clone https://github.com/biggling/crypto-portfolio-mcp.git
cd crypto-portfolio-mcp
npm install

# Configure
cp .env.example .env
# Edit .env — set COINGECKO_API_KEY from https://www.coingecko.com/en/api

# Run in dev (watch mode)
npm run dev

# Build + run production
npm run build
npm start

Environment variables

Create a test API key

node -e "
const db = require('better-sqlite3')('./data/holdings.db');
const crypto = require('crypto');
const key = 'pk_test_' + crypto.randomBytes(24).toString('hex');
const hash = crypto.createHash('sha256').update(key).digest('hex');
db.prepare('INSERT INTO api_keys (key_hash, tier) VALUES (?, ?)').run(hash, 'pro');
console.log('Test key:', key);
"

Test it works

curl -X POST http://localhost:3000/mcp \
  -H "Authorization: Bearer YOUR_TEST_KEY" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}'

You should see all 7 tools listed in the response.

Deployment

For production deployment (VPS + nginx + Let's Encrypt + systemd), use:

sudo bash deploy.sh "https://github.com/biggling/crypto-portfolio-mcp.git" "mcp.example.com"

The script installs Node 20, builds, generates a systemd unit, and walks you through nginx + certbot. Verify with bash test-deployment.sh https://mcp.example.com YOUR_KEY.

Architecture

Claude AI (or MCPize gateway)
       │  HTTPS  Bearer <key>
       ▼
nginx reverse proxy  ──► proxy_buffering off, 300s timeouts (Streamable HTTP needs this)
       │  :3000
       ▼
crypto-portfolio-mcp (Node.js / Express)
       ├─► SQLite  ──  api_keys, holdings
       └─► CoinGecko  ──  60s in-memory cache

Auth flow

1. Client sends Authorization: Bearer <key> (direct buyer) or Authorization: Bearer <upstream-token> + X-MCPize-Customer-Id + X-MCPize-Tier (via MCPize gateway).
2. Server identifies user via SHA-256 hash — the plaintext key is never stored.
3. Tools receive userId (the hash) and tier (free | pro) in context.
4. Tier limits enforced inside each tool: free tier caps holdings at 3 and history at 30 days.

Roadmap

• Phase 1 (now): Portfolio P&L tracker — ✅ shipped
• Phase 2: Crypto Tax MCP (FIFO/LIFO/HIFO lot matching, 1099-DA reconciliation) — ✅ shipped (companion repo)
• Phase 3: OAuth 2.1 PKCE auth for the Anthropic directory
• Phase 4: Polar.sh / Stripe billing for direct buyers
• Phase 5: Multi-chain wallet sync (Moralis, Etherscan, on-chain holdings auto-discovery)

License

MIT — do whatever, but no warranty.