satsuj1n/portfolio-mcp

This is a tool that lets you have conversations with your investment portfolio using Claude Desktop, the AI chat application from Anthropic. It is specifically built for customers of XP Investimentos, a large Brazilian brokerage, though the README notes that similar setups could work with other brokerages that let you export your data. The way it works: XP already allows you to export your portfolio as PDF or CSV files. You feed those exports into this tool, which reads them, parses them, and stores everything in a local database on your own computer. From that point, when you are chatting in Claude Desktop, Claude can look up your actual holdings and answer questions like which fixed-income bonds are maturing in the next year, how your current allocation compares to a target allocation you define, or what your total portfolio is worth across different asset classes. The design is deliberately local and read-only. Your financial data never leaves your machine. The tool makes no outbound network calls during normal queries (there is an optional, opt-in feature for fetching live market prices from a public API). It cannot place trades or make changes to anything at XP. It communicates with Claude via a standard protocol called MCP (Model Context Protocol), which is how Claude Desktop connects to external data sources. The tool exposes a set of specific capabilities to Claude: importing portfolio PDFs and CSVs, listing positions with details like market value and maturity dates, showing a summary with profit-and-loss figures, comparing your allocation against a target you define and calculating how much you would need to buy or sell to rebalance, and optionally screening assets and suggesting buys for underweighted categories. Installation requires Node.js 20 or later and a one-time configuration step in Claude Desktop's settings file. The demo in the README shows conversations conducted in Portuguese, reflecting its primary audience, though the tool itself works regardless of language.