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Portfolio Signals

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Enables AI coding agents to fetch real-time stock quotes and computed technical analysis signals (RSI, MACD, golden/death crosses) and generate weekly portfolio

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About

Enables AI coding agents to fetch real-time stock quotes and computed technical analysis signals (RSI, MACD, golden/death crosses) and generate weekly portfolio digests using Yahoo Finance data, requiring no API key.

README

PyPI Python License: MIT

An MCP server that gives any AI coding agent (Claude Code, Cursor, Claude Desktop, etc.) real-time stock quotes and computed technical-analysis signals — RSI, MACD crossovers, golden/death crosses, and whole-portfolio weekly digests. Indicators are calculated in code, not by the LLM, so the numbers are right.

Data source: Yahoo Finance via yfinance — free, no API key required.

mcp-name: io.github.KhizarShabir1/portfolio-signals

Tools

Tool What it does
get_quote(ticker) Price, day change, volume, 52-week range
get_technical_signals(ticker) RSI(14) with overbought/oversold zone, MACD(12,26,9) vs signal line, SMA 50/200 golden/death cross
compare_tickers(tickers, period) Ranked total returns over 1mo–5y
weekly_digest(tickers) Whole-portfolio report: 1w/1mo returns, RSI, MACD position, tickers outside RSI 30–70

Design principle: tools return measurements and standard threshold classifications (RSI 70/30 zones, golden/death cross, MACD vs signal line) — never directional opinions or narrative summaries. Interpretation is the agent's job; determinism is the server's.

Quick start

No install needed if you have uv:

uvx portfolio-signals-mcp

Claude Code

claude mcp add portfolio-signals -- uvx portfolio-signals-mcp

Then ask Claude things like:

  • "What's the RSI and MACD on NVDA right now?"
  • "Compare AAPL, MSFT and VOO over 6 months."
  • "Give me a weekly digest for my portfolio: AAPL, NVDA, VOO, TSLA."

Cursor

Settings → Tools & MCP → Add a Custom MCP Server:

{
  "mcpServers": {
    "portfolio-signals": {
      "command": "uvx",
      "args": ["portfolio-signals-mcp"]
    }
  }
}

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "portfolio-signals": {
      "command": "uvx",
      "args": ["portfolio-signals-mcp"]
    }
  }
}

Remote (HTTP)

No local install — connects directly to the hosted instance:

claude mcp add --transport http portfolio-signals https://portfolio-signals-mcp.fly.dev/mcp

From source

git clone https://github.com/KhizarShabir1/portfolio-signals-mcp
cd portfolio-signals-mcp
pip install -e .
portfolio-signals-mcp           # stdio
portfolio-signals-mcp --http    # streamable HTTP on :8000 (PORT env to change)

Disclaimer

Informational only — not financial advice. Market data comes from Yahoo Finance and is subject to Yahoo's terms of use.

License

MIT © Khizar Shabir

from github.com/KhizarShabir1/portfolio-signals-mcp

Install Portfolio Signals in Claude Desktop, Claude Code & Cursor

Recommended · one command, every IDE
unyly install portfolio-signals-mcp

Installs into Claude Desktop, Claude Code, Cursor & VS Code — handles npx, uvx and build-from-source repos for you.

First time? Get the CLI: curl -fsSL https://unyly.org/install | sh

Or configure manually

Run in your terminal:

claude mcp add portfolio-signals-mcp -- uvx portfolio-signals-mcp

FAQ

Is Portfolio Signals MCP free?

Yes, Portfolio Signals MCP is free — one-click install via Unyly at no cost.

Does Portfolio Signals need an API key?

No, Portfolio Signals runs without API keys or environment variables.

Is Portfolio Signals hosted or self-hosted?

A hosted option is available: Unyly runs the server in the cloud, no local setup required.

How do I install Portfolio Signals in Claude Desktop, Claude Code or Cursor?

Open Portfolio Signals on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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