56
MCP Tools
40+
AI Agents
4
Architecture Layers
Bank-grade
Encryption
Multi-Agent Architecture
Not a chatbot. An entire team.
40+ specialized agents work together in a swarm – orchestrated by a central controller that dynamically assembles the right team for every request.
Layer 1
Strategic & Logic Core
OrchestratorSynthesis AgentUser Twin
Layer 2
Multi-Agent Swarm
Technical AnalysisFair Value AgentSentiment AgentPrice ConsensusInsider TradesRisk AgentESG AgentExecution Agent
Layer 3
Knowledge & Data Layer
Real-Time Market DataFundamentals EngineNews & ResearchMacro Indicators
Layer 4
Output Generator
ReportsAI PodcastsAlerts & Notifications
Compliance & Security
Audit trails, bank-grade encryption, GDPR compliant, encrypted user profile
How it works
AI-powered financial analysis in 4 steps
1
Intent Recognition
The query is analyzed and categorized.
2
Squad Selection
The orchestrator activates the right specialist team.
3
Execution & Synthesis
Agents work in parallel – collecting data, analyzing, merging results.
4
Personalization Filter
The User Twin applies your risk profile and preferences.
Use Cases
Who is the MCP Server for?
Developers & Builders
Integrate 56 financial AI tools directly into Claude, Cursor or custom LLM workflows.
Streamable HTTP & SSE
API key auth
All major LLM clients
Banks & Brokers
Enhance your platform with AI-powered investment support. White-label ready.
White-label integration
Human-in-the-loop
Regulatory compliant
Asset Managers
Scale your work with AI-generated reports and personalized recommendations.
Greater scalability
Automated reports
Portfolio optimization
Tools Reference
56 Tools in 7 Categories
Portfolio Management 11
list_portfoliosget_portfoliocreate_portfolioupdate_portfoliodelete_portfoliolist_positionsget_positioncreate_positionlist_transactionscreate_transactiondelete_transaction
Portfolio Analytics 8
get_portfolio_perfget_all_portfoliosget_allocation_by_typeget_allocation_by_sectorget_allocation_by_countryget_top_holdingsget_realized_gainget_portfolio_totals
Shares & Market Data 7
get_share_detailssearch_sharesget_share_performanceget_current_quoteget_current_quotesget_historic_quoteget_price_quote
Fundamentals 8
get_balance_sheetget_cashflowget_earningsget_income_statementget_key_metricsget_esg_scoreget_analyst_consensusget_price_target
Dividends 6
list_portfolio_dividendslist_unbooked_dividendsget_dividend_sumcreate_dividendget_dividend_calendarget_share_dividend
News & Reports 6
get_newsget_personalized_newsget_market_reportget_personalized_market_reportget_fear_and_greedget_market_report_archive
Master Data & Account 8
get_accountget_account_configget_asset_groupsget_brokersget_currenciesget_micsget_faqssend_feedback
Contact
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