kukapay/crypto-portfolio-mcp
Free用于跟踪和管理加密货币投资组合分配的 MCP 服务器。
FreeFree tier
Inputs: textOutputs: text
About kukapay/crypto-portfolio-mcp
Crypto Portfolio MCP is an open-source Model Context Protocol server designed for tracking and managing cryptocurrency portfolio allocations. It enables AI agents to query and optimize portfolio strategies in real time by fetching live prices from Binance, storing holdings in a local SQLite database, and generating visual charts of portfolio value over time. The server exposes tools such as get_portfolio_summary, add_holding, get_price, and portfolio_value_history, and includes a pre-built analysis prompt for diversification and risk suggestions.
Key Features
Portfolio management with real-time Binance prices
Fetch current prices for any Binance trading pair
Generate visual charts of portfolio value over time
Pre-built analysis prompt for diversification and risk suggestions
SQLite storage for persistent holdings in a local database
Tools: get_portfolio_summary, add_holding, get_price, portfolio_value_history
Pros & Cons
Pros
- Real-time price data from Binance ensures up-to-date valuations
- Local SQLite database stores holdings persistently without external APIs
- Pre-built analysis prompt provides actionable diversification suggestions
- Easy integration with compatible MCP clients like Claude Desktop
- Open-source under MIT license, free to use and modify
Cons
- Only supports Binance as price source; no multi-exchange aggregation
- Requires Python 3.10+ and manual installation with pip
- No authentication or multi-user support; single local database
- User must install dependencies (ccxt, matplotlib, mcp[cli])
- Lacks support for fiat currencies or portfolio rebalancing automation
Best For
Query current portfolio summary and total valueAdd cryptocurrency holdings (e.g., 0.1 BTC) to a local portfolioGet real-time prices of crypto pairs (e.g., ETH/USDT) from BinanceView portfolio value history as a generated PNG chartAnalyze portfolio for diversification and risk based on current holdings
FAQ
How do I add a cryptocurrency holding?
Use the add_holding tool with a coin symbol (e.g., 'BTC') and amount (e.g., 0.1). The server adds it to the SQLite database and confirms with a message.
Can I get the current price of any crypto from Binance?
Yes, use the get_price tool with a coin symbol (e.g., 'ETH'). It fetches the current price for the corresponding USDT trading pair from Binance.
Does it support multiple cryptocurrencies?
Yes, you can add any Binance-listed coin by symbol. The portfolio summary displays all holdings with their current values.
Is there a graphical representation of portfolio value history?
Yes, the portfolio_value_history tool generates and displays a PNG chart of portfolio value over time.
How is data stored?
Holdings are stored in a local SQLite database (portfolio.db) with fields for coin symbol, amount, and purchase date.