What is Crypto Portfolio Mcp

crypto-portfolio-mcp is an MCP server designed for tracking and managing cryptocurrency portfolio allocations, allowing AI agents to query and optimize portfolio strategies in real-time.

Use cases

Use cases include adding cryptocurrency holdings, retrieving current prices, analyzing portfolio performance, and optimizing investment strategies based on real-time data.

How to use

To use crypto-portfolio-mcp, install it by cloning the repository, installing the required packages, and setting it up with an MCP client like Claude Desktop. You can then interact with the server using commands to manage your cryptocurrency holdings.

Key features

Key features include portfolio management with real-time Binance prices, price retrieval for any trading pair, visual charts for portfolio value history, pre-built prompts for analysis, and persistent SQLite storage for holdings.

Where to use

crypto-portfolio-mcp can be used in the cryptocurrency trading and investment sectors, particularly for individual investors and traders looking to manage their portfolios effectively.

Crypto Portfolio MCP

An MCP server for tracking and managing cryptocurrency portfolio allocations, enabling AI agents to query and optimize portfolio strategies in real time.

Features

• Portfolio Management: Add and track cryptocurrency holdings with real-time Binance prices.
• Price Retrieval: Fetch current prices for any Binance trading pair (e.g., BTC/USDT).
• Value History: Generate visual charts of portfolio value over time.
• Analysis Prompt: Pre-built prompt for portfolio analysis with diversification and risk suggestions.
• SQLite Storage: Persistent storage of holdings in a local database.

Installation

Prerequisites

• Python 3.10+
• Git (optional, for cloning the repo)
• A compatible MCP client (e.g., Claude Desktop)

Setup

1. Clone the Repository:

   git clone https://github.com/kukapay/crypto-portfolio-mcp.git
   cd crypto-portfolio-mcp
   

2. Install requirements:

   pip install mcp[cli] ccxt matplotlib
   

3. Install for Claude Desktop:

   mcp install main.py --name "CryptoPortfolioMCP"
   

   Or update the configuration file manually:

   {
     "mcpServers": {
       "crypto-portfolio-mcp": {
         "command": "python",
         "args": [ "path/to/crypto-portfolio-mcp/main.py" ]
       }
     }
   }
   

Usage

Once installed, interact with the server through an MCP client like Claude Desktop. Below are example commands:

Add a Holding

• Prompt: “Add 0.1 BTC to my portfolio”
• Result: Adds 0.1 BTC/USDT to your portfolio and confirms with “Added 0.1 BTC/USDT to portfolio”.

Get Current Price

• Prompt: “What’s the current price of ETH on Binance?”
• Result: Returns “Current price of ETH/USDT on Binance: $2000.50” (example price).

Portfolio Summary

• Prompt: “What’s my current portfolio summary?”
• Result: Displays a formatted summary, e.g.:

  Portfolio Summary:
  BTC/USDT: 0.1 @ $60000.00 = $6000.00
  ETH/USDT: 2.0 @ $2000.00 = $4000.00
  Total Value: $10000.00
  

Portfolio Value History

• Prompt: “Show me my portfolio value history”
• Result: Generates and displays a PNG chart of your portfolio value over time.

Analyze Portfolio

• Prompt: “Analyze my crypto portfolio”
• Result: Provides an analysis with suggestions based on current holdings and Binance market trends.

Tools

The server exposes the following tools:

• get_portfolio_summary: Retrieves a text summary of your current portfolio.
• add_holding(coin_symbol: str, amount: float): Adds a cryptocurrency holding (e.g., “BTC”, 0.1).
• get_price(coin_symbol: str): Fetches the current price of a trading pair from Binance.
• portfolio_value_history(): Generates a PNG chart of portfolio value history.

See the source code docstrings for detailed parameter descriptions.

Database

Holdings are stored in a SQLite database (portfolio.db) with the following schema:

CREATE TABLE holdings (
    id INTEGER PRIMARY KEY,
    coin_symbol TEXT,       -- e.g., "BTC/USDT"
    amount REAL,           -- Quantity of the asset
    purchase_date TEXT     -- ISO format timestamp
)

License

This project is licensed under the MIT License. See LICENSE for details.