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2025-04-03

MCP agent for portfolio analysis and management with Supabase integration

3 years

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MCP Finance Agent

Model Context Protocol агент для анализа финансового портфеля и генерации рекомендаций.

Возможности

  • Интеграция с Tinkoff Invest API
  • Анализ портфеля и рисков
  • Генерация рекомендаций по оптимизации портфеля
  • Мониторинг рыночных данных
  • Расчет метрик эффективности

Установка

  1. Убедитесь, что у вас установлен Python 3.11+
  2. Установите Poetry:
curl -sSL https://install.python-poetry.org | python3 -
  1. Клонируйте репозиторий:
git clone <repository-url>
cd mcp-finance-agent
  1. Установите зависимости:
poetry install
  1. Создайте файл .env на основе .env.example:
cp .env.example .env
  1. Настройте переменные окружения в .env

Разработка

  1. Активируйте виртуальное окружение:
poetry shell
  1. Установите pre-commit хуки:
pre-commit install
  1. Запустите тесты:
pytest

Использование

  1. Запустите агента:
poetry run python -m src.main
  1. API будет доступно по адресу: http://localhost:8000

Тестирование

# Запуск всех тестов с отчетом о покрытии
pytest

# Запуск конкретного теста
pytest tests/test_specific.py

# Запуск тестов с метками
pytest -m "not integration"

Структура проекта

mcp_finance_agent/
├── src/
│   ├── agent/            # Ядро MCP агента
│   ├── services/         # Внешние сервисы
│   └── models/          # Модели данных
├── tests/               # Тесты
└── docs/               # Документация

Лицензия

MIT

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    Reviews

    4 (1)
    Avatar
    user_PZZeUXX3
    2025-04-16

    I've been using the Finance-Portfolio-Agent by dre1144, and it has significantly streamlined my financial tracking and management. The tool is intuitive, user-friendly, and robust, providing all necessary functionalities to keep my portfolio in check. Highly recommend to anyone looking to get a better handle on their finances! Check it out at https://github.com/dre1144/finance-portfolio-agent.