An MCP server for tracking and managing cryptocurrency portfolio allocations.
https://github.com/kukapay/crypto-portfolio-mcpStop copying and pasting portfolio snapshots into Claude. This MCP server turns your AI assistant into a crypto-aware portfolio analyst with live market data and persistent memory.
You're deep in a crypto discussion with Claude, but every question about your portfolio requires manual lookups. "What's my current ETH position?" means alt-tabbing to your exchange, calculating values, and copying data back. Your AI loses portfolio context between conversations, forcing you to re-explain your holdings constantly.
Meanwhile, you're making investment decisions with stale data because pulling fresh prices and calculating allocations manually is tedious.
This MCP server connects your AI directly to live Binance data and your portfolio history. Your assistant instantly knows your current holdings, market values, and can generate visual analytics without you lifting a finger.
Live Market Integration: Your AI fetches real-time Binance prices on demand. No more "what's BTC trading at?" interruptions to your analysis flow.
Persistent Portfolio Memory: Add holdings once with natural language—"Add 0.5 ETH to my portfolio"—and your AI remembers across all future conversations. No context loss between sessions.
Visual Analytics Generation: Get matplotlib-generated portfolio value charts instantly. Your AI can spot trends and generate insights from visual data without you switching to spreadsheets.
Smart Portfolio Analysis: Built-in prompts help your AI provide diversification advice and risk assessments based on your actual holdings and current market conditions.
DCA Strategy Optimization: "Show me my portfolio history and suggest optimal DCA timing for the next month based on my current allocations." Your AI generates charts, analyzes your holdings, and provides actionable timing recommendations.
Rebalancing Decisions: "My target allocation is 60% BTC, 30% ETH, 10% alts. How far off am I?" Your AI instantly calculates current vs target allocations with live prices and suggests specific trades.
Performance Tracking: "Compare my portfolio performance against just holding BTC over the last 30 days." Visual charts appear automatically with calculated performance metrics.
Risk Management: "Alert me when any single position exceeds 40% of my total portfolio value." Your AI monitors allocations using fresh market data.
git clone https://github.com/kukapay/crypto-portfolio-mcp.git
cd crypto-portfolio-mcp
pip install mcp[cli] ccxt matplotlib
mcp install main.py --name "CryptoPortfolioMCP"
Your Claude Desktop immediately gets portfolio superpowers. No API keys required for price data—it uses Binance's public endpoints.
Works with any MCP-compatible client. Your portfolio data persists in local SQLite, so privacy stays under your control. The server exposes clean tools your AI can call naturally:
add_holding(): Track new positions with conversational commandsget_portfolio_summary(): Instant portfolio snapshots with current valuesget_price(): Live market data for any Binance trading pairportfolio_value_history(): Visual charts generated on demandYour AI uses these tools seamlessly when you ask portfolio-related questions. No special syntax to remember.
This isn't another generic portfolio tracker. It's designed specifically to give AI assistants the context they need for intelligent crypto discussions. Your assistant becomes a knowledgeable portfolio analyst who remembers your positions, understands market context, and can visualize trends instantly.
The result? Faster investment decisions, better portfolio analysis, and AI conversations that actually understand your crypto situation without constant manual updates.