Asset Management

Overview

Asset Management is a Model Context Protocol server that brings drawdown-first risk analysis to your stock and ETF portfolio. It calculates every metric from a validated core, not from model estimates, so you get accurate figures you can rely on when assessing portfolio risk.

The server runs locally with no authentication required and works out of the box. It's built on v2.12.2 and published under the AGPL-3.0 license. Find the source code at disin7c9/asset-management on GitHub.

Asset Management lives in the Finance category on mcp.site and integrates with any MCP client including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, and Zed. If you maintain this server, claim your listing to verify ownership and keep the information up to date.