Investment Portfolio Manager

Summary

The Investment Portfolio Manager MCP Server implements a clean, modular architecture for analyzing and managing user's Investment Portfolio. The core server component handles protocol negotiation, client connections, and message routing, with support for both stdio and Server-Sent Events (SSE) transports. We organized functionality into specialized modules: - portfolio_tools manages investment creation and updates - stock_tools handles market data retrieval - analysis_tools generates insights and recommendations - visualization_tools creates graphical representations of portfolio allocations The data layer uses JSON-based storage with a well-defined schema for portfolio data, while our transport layer implements robust error handling with automatic retry mechanisms and graceful shutdown procedures. We followed REST-like design principles for our resource URIs (e.g., "portfolio://{user_id}") and implemented asynchronous operations for external API calls to ensure responsive performance even during intensive operations like market data retrieval or report generation.