MCP Agent - Portfolio Analytics

QRep Analysis

• Wrapper over QuantStats-Lumi (Lumiwealth fork with bug fixes)
• Provides risk-return ratios (CAGR, Sharpe, Sortino) for single symbol vs benchmark
• Generates professional HTML reports with visualizations

Technical Analysis Reports

• Live price data with technical indicators using Finta package
• Advanced charts with Matplotlib and Gemini Vision API analysis
• PDF and HTML reports with embedded visuals

Security Performance Report (SPR)

• Multi-symbol portfolio analysis using custom calculations + FFN library
• Interactive daily returns charts with comprehensive risk metrics
• Professional HTML reports with CSV exports for detailed analysis

Yahoo Finance Integration

• Compatible with any Yahoo Finance symbol - stocks, ETFs, metals, cryptocurrencies
• Historical data retrieval with flexible date ranges

Methodology detail: SPR vs QRep Comparison.

Ask the AI agent to guide you with these examples:

QRep Analysis

• Example: "Compare AAPL against QQQ from January 2020 to March 2023"
• Specify symbol, benchmark (default: ^GSPC), and time range

Technical Analysis

• Example: "Analyze MSFT with RSI, MACD and Bollinger Bands for the past 6 months"
• Specify symbol, timeframe, and desired indicators

Security Performance Report

• Example: "Generate SPR for AAPL,MSFT,GOOG from 2020-01-01 to 2023-12-31"
• Provide multiple symbols and date range for comprehensive analysis

Yahoo Finance Data

• Retrieve financial statements, profile information, and historical prices
• Simply provide Yahoo Finance symbol and specify date range if needed

1. QRep Analysis

• Backend QRep MCP server runs Lumiwealth's QuantStats-Lumi fork with bug fixes
• Agent passes parameters to MCP server for processing
• Returns formatted HTML report with risk-return metrics

2. Technical Analysis

• React frontend relays requests to n8n Webhook URL
• FastAPI Technical Analysis service pulls data from Yahoo Finance API
• Converts daily to weekly data, computes indicators with Finta
• Generates charts via Matplotlib, analyzes with Gemini Vision API
• Returns Markdown responses, converts to PDF/HTML reports

3. Security Performance Report (SPR)

• Dual methodology: custom calculations for core metrics + FFN library
• FastAPI backend with MCP integration for AI/LLM interactions
• Processes multiple symbols with data quality filters
• Generates HTML reports with matplotlib charts and CSV exports

4. Yahoo Finance Data

• Dedicated Yahoo Finance MCP-integrated FastAPI server
• Runs yfinance package for data extraction
• Handles financial statements, profile info, and historical prices

Follow these steps to deploy your own version:

Frontend

• Clone the React app
• Deploy (Vercel, Netlify, etc.) and configure .env with the n8n Webhook URL

Backend Services

1. QRep MCP Server
2. Yahoo Finance MCP Server (prices & financials)
3. Technical Analysis MCP Server
4. Security Performance Report (SPR) MCP Server
5. Markdown-to-PDF FastAPI Server for report conversion

Make sure to update the Yahoo Finance API endpoint in the Technical Analysis server configuration.

n8n Configuration

• Configure agents in n8n by adding MCP clients to connect to the MCP servers for QRep, Technical Analysis, SPR, and Yahoo Finance
• Set the base URL with a /mcp endpoint for each service

Environment Setup

IS_LOCAL_DEVELOPMENT=1  # Set to 0 for production
BASE_URL_FOR_REPORTS=https://your-domain.com/