Wealthportfolio

Provides real-time portfolio data, valuations, assets, and historical analytics via MCP endpoints.

python

0

GitHub Stars

python

Language

7 months ago

First Indexed

3 months ago

Catalog Refreshed

Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

{
  "mcpServers": {
    "toomy1992-wealthfolio-mcp": {
      "command": "uvicorn",
      "args": [
        "src.mcp_server:app",
        "--reload"
      ],
      "env": {
        "API_KEY": "YOUR_API_KEY",
        "API_BASE_URL": "https://wealthfolio.labruntipi.io/api/v1",
        "asset_filters": "[\"stocks\",\"crypto\"]"
      }
    }
  }
}

You can run and connect to the Wealthfolio MCP Server to fetch real-time portfolio data, valuations, and analytics via MCP-compatible clients like OpenWebUI and n8n. This server exposes portfolio endpoints you can query to retrieve accounts, holdings, assets, and historical performance, and it integrates smoothly into automation workflows and AI-assisted interfaces.

How to use

Connect your MCP client to the server at the local host and start querying for portfolio data. Use the portfolio endpoints to retrieve comprehensive data sets, run quick lookups on account valuations, and generate historical charts. Integrations with OpenWebUI enable natural language queries like “What is my current portfolio value?” and “Show asset performance over the last month.” For automation, hook into n8n to schedule reports and distribute updates via email or messaging platforms.

How to install

Prerequisites: Python 3.10+ and access to Wealthfolio API. Optional components include OpenWebUI for UI integration and n8n for automation.

Step 1: Install Python dependencies.

pip install -r requirements.txt

How to install

Step 2: Configure environment with your Wealthfolio API key.

cp .env.example .env
# Edit .env with your Wealthfolio API key

How to install

Step 3: Start the MCP server locally.

uvicorn src.mcp_server:app --reload

How to install

If you prefer Docker, you can run the server in a container. The steps shown assume you have already cloned the project and created an .env file with your API key.

# Start with Docker Compose
docker-compose up -d

# Or build and run manually
docker build -t wealthfolio-mcp .
docker run -p 8000:8000 --env-file .env wealthfolio-mcp

How to install

Optionally, you can pull a pre-built Docker image and run it with your environment file.

docker pull ghcr.io/toomy1992/wealthportfolio-mcp:latest
docker run -p 8000:8000 --env-file .env ghcr.io/toomy1992/wealthportfolio-mcp:latest

Additional sections

Configuration, security, and troubleshooting notes help you keep the server stable and secure.

OpenWebUI integration is straightforward: install the MCP plugin in OpenWebUI, configure the MCP server URL to http://127.0.0.1:8000, and enable tools for portfolio queries such as portfolio summary, account valuations, asset performance, and historical charts.

For automation, you can create n8n workflows to fetch portfolio data on a schedule, transform it for notifications, and deliver updates by email or chat.

Security and maintenance

Keep your API keys secure and never share them in logs. Use environment variables to inject keys at runtime. Regularly rotate credentials and monitor API usage to detect unusual activity.

Troubleshooting

If you encounter connection errors, verify that the API base URL is reachable and your API key is valid. Ensure the server is running and listening on the expected port (8000 by default). If CORS issues arise with OpenWebUI, adjust CORS settings to allow the MCP server domain.

Notes on usage

The server exposes endpoints to fetch portfolio data, trigger synchronization, and retrieve asset information. Use the provided OpenWebUI tools to run common queries and the n8n workflows to automate routine reporting.

Available tools

portfolio_queries

Tools to query current portfolio data, valuations, accounts, assets, and historical charts.

sync_triggers

Endpoint to initiate or schedule portfolio synchronization as part of automation workflows.