portfolio-rebalancing-advisor-mcp-server

Keshetti-Nikhil/portfolio-rebalancing-advisor-mcp-server

★ 0 stars Python API Integration Updated 5d ago

A Python MCP server for portfolio rebalancing with a 400-scenario after-tax benchmark showing calendar rebalancing (tightest tracking) is worst for net wealth; tax-aware banding wins risk-adjusted.

View on GitHub → Try with Claude — $10 free →

Quick Install

Copy the config for your editor. Some servers may need additional setup — check the README.

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "portfolio-rebalancin": {
      "command": "uvx",
      "args": [
        "portfolio-rebalancing-advisor-mcp-server"
      ]
    }
  }
}

Or install with pip: pip install portfolio-rebalancing-advisor-mcp-server

portfolio-rebalancing-advisor-mcp-server

Quick Install

Related API Integration Servers