Stock Average Price Tracker

Stock Average Price Tracker MCP Connector for Claude

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Calculate weighted average cost basis for stock portfolios.

4 tools Official Updated Oct 1, 2026 Official Vinkius Partner

This MCP server provides tools to manage and calculate the weighted average cost basis of stock holdings. Users can record new transactions using add_purchase, retrieve full purchase histories with get_transaction_history, and check current holdings via get_average_price. It also includes validate_portfolio_integrity to ensure transaction records match the calculated averages. It is compatible with Cursor, VS Code, Claude Desktop, Windsurf, and any MCP-compatible client.

stocksfinanceportfolioaverage-priceinvestment

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

add_purchase

It will update the average price. Record a new purchase of a stock

get_average_price

Get the current weighted average price of total holdings for a specific stock

get_transaction_history

Get all individual purchase events for a specific stock

validate_portfolio_integrity

Verify if recorded transactions are consistent with calculated averages

See how to talk to your AI agent using Stock Average Price Tracker.

What is my current average price for AAPL?

The current weighted average price for AAPL is $150.25 with a total of 50 shares held.

I just bought 10 shares of MSFT at $300.00 today.

Successfully added the purchase. Your new average price for MSFT is $300.00.

Show me all my transactions for TSLA.

You have three transactions for TSLA: 5 shares at $200.00 on 2023-01-10, 10 shares at $210.00 on 2023-02-15, and 2 shares at $220.00 on 2023-03-01.

The average price is the total cost of all shares divided by the total quantity of shares held.

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