SigVest

14 outils financiers intégrant la gestion de portefeuille pour Claude, Cursor et Windsurf : analyse de portefeuille, impact des actualités, récolte de pertes fiscales, bénéfices et indices de référence. Analyse uniquement, n'exécute jamais de transactions. Pas un conseil financier agréé. Clé API gratuite (50 crédits/mois).

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Documentation

SigVest MCP Server

Connect SigVest MCP in one JSON config. 14 finance tools—portfolio analysis, news impact, tax harvesting, earnings, benchmarks—for any MCP-compatible AI agent. Free API key, streamable HTTP at mcp.getsigvest.com.

Endpoint and authentication

  • Endpoint: https://mcp.getsigvest.com/mcp (Model Context Protocol, streamable HTTP)
  • Auth: bearer token. Create an API key at getsigvest.com/mcp.
  • Free tier: 50 credits per month.
  • Clients: Claude Desktop, Cursor, Windsurf, and any MCP-compatible agent.

Client configuration

{
  "mcpServers": {
    "sigvest": {
      "url": "https://mcp.getsigvest.com/mcp",
      "transport": "streamable-http",
      "headers": { "Authorization": "Bearer YOUR_API_KEY" }
    }
  }
}

Tools (14)

  • analyze_portfolio — Analyze portfolio risk, performance, and health
  • check_drift — Check if allocations drifted from targets
  • generate_rebalance_plan — Generate a rebalance plan
  • run_scenario — What-if scenario analysis
  • compare_benchmarks — Compare vs SPY, QQQ, AGG
  • screen_positions — Health signals per holding
  • get_sector_exposure — Sector and factor exposure
  • get_risk_metrics — Sharpe, VaR, beta, drawdown
  • get_news_impact — News filtered to portfolio-affecting events
  • get_morning_brief — Personalised daily portfolio brief
  • get_earnings_calendar — Upcoming earnings with implied moves
  • get_sentiment — News sentiment per ticker or sector
  • get_implied_moves — Options-implied earnings move estimates
  • scan_tax_harvest — Tax-loss harvesting opportunities