MCP For Claude Marketplace
Portfolio Weight Engine

Portfolio Weight Engine MCP Connector for Claude

A+

Calculate asset weights, concentration risk, and rebalancing needs.

4 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

This MCP server provides precise financial calculation tools for managing investment portfolios. It allows AI agents to determine the exact weight of an asset using get_asset_weight, identify concentration risks with get_portfolio_concentration, verify the mathematical consistency of a portfolio via validate_portfolio_composition, and calculate necessary trades using calculate_rebalancing_requirement.

portfolioasset-managementrisk-analysisrebalancingfinance-tools

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

calculate_rebalancing_requirement

Determines how much value must be added or removed from an asset to reach a target weight

get_asset_weight

Calculates the specific percentage weight of a single asset within a portfolio

get_portfolio_concentration

Identifies if an asset's weight exceeds predefined risk thresholds

validate_portfolio_composition

Checks if the sum of all asset weights in a portfolio is mathematically consistent

See how to talk to your AI agent using Portfolio Weight Engine.

What is the weight of a $25,000 asset in a $100,000 portfolio?

The asset weight is 25%.

Is an asset worth $40,000 in a $100,000 portfolio concentrated if my threshold is 0.35?

Yes, the asset is concentrated. The current weight is 40%, which exceeds the 35% threshold by 5%.

How much should I add to an asset worth $10,000 in a $100,000 portfolio to make it 20% of the total?

You need to add $10,000 to the asset to reach the target weight of 20%.

You can use the `get_portfolio_concentration` tool to check if an asset's weight exceeds your specified risk threshold.

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