SigVest

Claude, Cursor, Windsurf용 14가지 포트폴리오 인지 금융 도구: 포트폴리오 분석, 뉴스 영향, 세금 손실 회수, 실적, 벤치마크. 분석 전용이며 거래를 실행하지 않습니다. 면허가 없는 금융 조언이 아닙니다. 무료 API 키(월 50크레딧).

getsigvest.com에서 보기이 MCP 사용해 보기스폰서

문서

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