SigVest

14 portfolio-aware finance tools for Claude, Cursor, and Windsurf: portfolio analysis, news impact, tax harvesting, earnings, and benchmarks. Analysis only, never executes trades. Not licensed financial advice. Free API key (50 credits/month).

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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