MCP For Claude Marketplace
Portfolio CSV Analyzer

Portfolio CSV Analyzer MCP Connector for Claude

A+

Parse massive CSV exports from brokers like DEGIRO or XTB instantly. Streams financial data locally to prevent AI crashes, returning clean column schemas and sample data.

1 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

When you export your trading history from DEGIRO, XTB, or Interactive Brokers, you get a massive CSV file with thousands of rows. If you upload this directly to Claude, it will exhaust its context window, hallucinate data, and eventually crash.

This MCP acts as your local AI data scientist. It uses a high-speed streaming CSV parser to process the file line-by-line entirely local. Instead of dumping everything into the chat, it intelligently extracts the column headers and a small representative sample. This provides the AI with the exact schema it needs without overwhelming it. The AI can then guide you to write specific aggregation scripts or understand your portfolio safely.

The Superpowers

  • 100% Local Processing: Your entire financial trading history is read locally.
  • Massive File Support: Streams CSV files of any size without crashing Node.js or your AI.
  • Smart Schema Extraction: Automatically detects column headers, separators, and data types.
  • Assistant Ready: Ask the AI: 'Based on this broker export schema, what columns are available for calculating my P&L?'
csv-parsingdata-streamingfinancial-datadata-processinglarge-file-handling

1 tools expose this connector's capabilities to your AI agent.

parse_portfolio_csv

Provide the absolute file path. Parse massive CSV exports from brokers (DEGIRO, XTB, Trading212) locally. Streams the file to prevent RAM crashes and returns column schemas and sample data

See how to talk to your AI agent using Portfolio CSV Analyzer.

Parse my DEGIRO_export.csv and tell me what data columns I have available to calculate my total dividends.

Based on the CSV schema, you have the following columns: Date, Product, ISIN, Description, and Amount. The 'Description' column labels your dividends.

Look at the schema of this broker export and write a Python script for me that sums up all my buy orders.

Here is a Python script using pandas that targets the 'Action' and 'Value' columns we just discovered in your CSV file.

How many total rows are in this trading history CSV?

The streaming parser counted exactly 4,521 rows of transaction data.

No! To protect your privacy and prevent context crashes, it only sends the column headers (the schema), the total row count, and a tiny 20-row sample to the AI.

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