market-data-analyzer 2.0.1 → 2.1.1

package/src/index.ts

@@ -1,344 +0,0 @@
-#!/usr/bin/env node
-
-/**
- * Market Data Analyzer -- MCP Server
- *
- * Finance-focused MCP server with live data from Yahoo Finance and CoinGecko.
- * Tools: analyze_stock, screen_stocks, analyze_portfolio, compare_assets,
- *        market_overview, crypto_analysis.
- *
- * Transports: stdio (default) or SSE (--sse flag).
- */
-
-import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
-import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
-import { SSEServerTransport } from "@modelcontextprotocol/sdk/server/sse.js";
-import { z } from "zod";
-import http from "node:http";
-
-import { handleAnalyzeStock } from "./tools/analyze_stock.js";
-import { handleScreenStocks } from "./tools/screen_stocks.js";
-import { handleAnalyzePortfolio } from "./tools/analyze_portfolio.js";
-import { handleCompareAssets } from "./tools/compare_assets.js";
-import { handleMarketOverview } from "./tools/market_overview.js";
-import { handleCryptoAnalysis } from "./tools/crypto_analysis.js";
-
-// ---------------------------------------------------------------------------
-// Tool registration helper (reused for per-session servers in SSE mode)
-// ---------------------------------------------------------------------------
-
-function registerTools(server: McpServer): void {
-
-// ---------------------------------------------------------------------------
-// Tool: analyze_stock
-// ---------------------------------------------------------------------------
-
-server.tool(
-  "analyze_stock",
-  "Deep analysis of a stock symbol: price, moving averages (SMA 20/50/200), RSI, MACD, support/resistance levels. Uses live Yahoo Finance data.",
-  {
-    symbol: z
-      .string()
-      .describe("Stock ticker symbol (e.g. 'AAPL', 'MSFT', 'TSLA')"),
-  },
-  async ({ symbol }) => {
-    try {
-      const result = await handleAnalyzeStock(symbol.toUpperCase());
-      return { content: [{ type: "text" as const, text: result }] };
-    } catch (err) {
-      return {
-        content: [
-          {
-            type: "text" as const,
-            text: `Error analyzing ${symbol}: ${err instanceof Error ? err.message : String(err)}`,
-          },
-        ],
-        isError: true,
-      };
-    }
-  },
-);
-
-// ---------------------------------------------------------------------------
-// Tool: screen_stocks
-// ---------------------------------------------------------------------------
-
-server.tool(
-  "screen_stocks",
-  "Screen stocks by criteria: market cap range, P/E ratio, sector, volume threshold. Returns top matches with key metrics. Fetches live data from Yahoo Finance for ~70 popular stocks.",
-  {
-    min_market_cap: z
-      .number()
-      .optional()
-      .describe("Minimum market cap in USD (e.g. 1000000000 for $1B)"),
-    max_market_cap: z.number().optional().describe("Maximum market cap in USD"),
-    min_pe: z.number().optional().describe("Minimum trailing P/E ratio"),
-    max_pe: z.number().optional().describe("Maximum trailing P/E ratio"),
-    sector: z
-      .string()
-      .optional()
-      .describe("Sector filter (partial match, e.g. 'tech', 'health', 'energy')"),
-    min_volume: z.number().optional().describe("Minimum daily trading volume"),
-    min_price: z.number().optional().describe("Minimum stock price"),
-    max_price: z.number().optional().describe("Maximum stock price"),
-    limit: z
-      .number()
-      .int()
-      .min(1)
-      .max(50)
-      .optional()
-      .describe("Max results to return (default: 25)"),
-  },
-  async (criteria) => {
-    try {
-      const result = await handleScreenStocks(criteria);
-      return { content: [{ type: "text" as const, text: result }] };
-    } catch (err) {
-      return {
-        content: [
-          {
-            type: "text" as const,
-            text: `Error screening stocks: ${err instanceof Error ? err.message : String(err)}`,
-          },
-        ],
-        isError: true,
-      };
-    }
-  },
-);
-
-// ---------------------------------------------------------------------------
-// Tool: analyze_portfolio
-// ---------------------------------------------------------------------------
-
-server.tool(
-  "analyze_portfolio",
-  "Analyze a portfolio of holdings. Provide positions with symbol, shares, and average cost. Returns total value, P&L per position, allocation %, diversification score, and risk metrics. Fetches live prices from Yahoo Finance.",
-  {
-    holdings: z
-      .array(
-        z.object({
-          symbol: z.string().describe("Ticker symbol (e.g. 'AAPL')"),
-          shares: z.number().describe("Number of shares held"),
-          avg_cost: z.number().describe("Average cost per share"),
-        }),
-      )
-      .min(1)
-      .describe("Array of portfolio holdings"),
-  },
-  async ({ holdings }) => {
-    try {
-      const result = await handleAnalyzePortfolio(holdings);
-      return { content: [{ type: "text" as const, text: result }] };
-    } catch (err) {
-      return {
-        content: [
-          {
-            type: "text" as const,
-            text: `Error analyzing portfolio: ${err instanceof Error ? err.message : String(err)}`,
-          },
-        ],
-        isError: true,
-      };
-    }
-  },
-);
-
-// ---------------------------------------------------------------------------
-// Tool: compare_assets
-// ---------------------------------------------------------------------------
-
-server.tool(
-  "compare_assets",
-  "Compare 2-5 assets side by side: returns, volatility, correlation, Sharpe ratio approximation over a given period. Uses Yahoo Finance historical data.",
-  {
-    symbols: z
-      .array(z.string())
-      .min(2)
-      .max(5)
-      .describe("Array of 2-5 ticker symbols to compare (e.g. ['AAPL', 'MSFT', 'GOOGL'])"),
-    period: z
-      .enum(["1mo", "3mo", "6mo", "1y", "2y", "5y"])
-      .optional()
-      .describe("Comparison period (default: '6mo')"),
-  },
-  async ({ symbols, period }) => {
-    try {
-      const result = await handleCompareAssets(
-        symbols.map((s) => s.toUpperCase()),
-        period ?? "6mo",
-      );
-      return { content: [{ type: "text" as const, text: result }] };
-    } catch (err) {
-      return {
-        content: [
-          {
-            type: "text" as const,
-            text: `Error comparing assets: ${err instanceof Error ? err.message : String(err)}`,
-          },
-        ],
-        isError: true,
-      };
-    }
-  },
-);
-
-// ---------------------------------------------------------------------------
-// Tool: market_overview
-// ---------------------------------------------------------------------------
-
-server.tool(
-  "market_overview",
-  "Current market snapshot: major indices (S&P 500, NASDAQ, DOW), sector performance via ETFs, market breadth indicators, VIX, crypto, and commodities. Live data from Yahoo Finance.",
-  {},
-  async () => {
-    try {
-      const result = await handleMarketOverview();
-      return { content: [{ type: "text" as const, text: result }] };
-    } catch (err) {
-      return {
-        content: [
-          {
-            type: "text" as const,
-            text: `Error fetching market overview: ${err instanceof Error ? err.message : String(err)}`,
-          },
-        ],
-        isError: true,
-      };
-    }
-  },
-);
-
-// ---------------------------------------------------------------------------
-// Tool: crypto_analysis
-// ---------------------------------------------------------------------------
-
-server.tool(
-  "crypto_analysis",
-  "Crypto-specific analysis: price, 24h volume, market dominance, fear/greed index approximation, supply metrics, ATH/ATL data. Uses CoinGecko free API.",
-  {
-    symbol: z
-      .string()
-      .describe("Cryptocurrency symbol or name (e.g. 'BTC', 'ETH', 'SOL', 'bitcoin')"),
-  },
-  async ({ symbol }) => {
-    try {
-      const result = await handleCryptoAnalysis(symbol);
-      return { content: [{ type: "text" as const, text: result }] };
-    } catch (err) {
-      return {
-        content: [
-          {
-            type: "text" as const,
-            text: `Error analyzing crypto ${symbol}: ${err instanceof Error ? err.message : String(err)}`,
-          },
-        ],
-        isError: true,
-      };
-    }
-  },
-);
-
-}
-
-// ---------------------------------------------------------------------------
-// Server setup (for stdio mode)
-// ---------------------------------------------------------------------------
-
-function createServer(): McpServer {
-  const s = new McpServer({
-    name: "market-data-analyzer",
-    version: "2.0.0",
-  });
-  registerTools(s);
-  return s;
-}
-
-// ---------------------------------------------------------------------------
-// Transport: stdio or SSE
-// ---------------------------------------------------------------------------
-
-async function main(): Promise<void> {
-  const useSSE = process.argv.includes("--sse");
-
-  if (useSSE) {
-    const port = parseInt(process.env.PORT ?? "3000", 10);
-    const transports = new Map<string, SSEServerTransport>();
-
-    const httpServer = http.createServer(async (req, res) => {
-      // CORS headers
-      res.setHeader("Access-Control-Allow-Origin", "*");
-      res.setHeader("Access-Control-Allow-Methods", "GET, POST, OPTIONS");
-      res.setHeader("Access-Control-Allow-Headers", "Content-Type");
-
-      if (req.method === "OPTIONS") {
-        res.writeHead(204);
-        res.end();
-        return;
-      }
-
-      const url = new URL(req.url ?? "/", `http://localhost:${port}`);
-
-      if (url.pathname === "/sse" && req.method === "GET") {
-        const transport = new SSEServerTransport("/messages", res);
-        const sessionId = transport.sessionId;
-        transports.set(sessionId, transport);
-
-        res.on("close", () => {
-          transports.delete(sessionId);
-        });
-
-        // Each SSE session gets its own McpServer instance
-        const sessionServer = createServer();
-        await sessionServer.connect(transport);
-        return;
-      }
-
-      if (url.pathname === "/messages" && req.method === "POST") {
-        const sessionId = url.searchParams.get("sessionId");
-        if (!sessionId || !transports.has(sessionId)) {
-          res.writeHead(400, { "Content-Type": "application/json" });
-          res.end(JSON.stringify({ error: "Invalid or missing sessionId" }));
-          return;
-        }
-        const transport = transports.get(sessionId)!;
-        await transport.handlePostMessage(req, res);
-        return;
-      }
-
-      if (url.pathname === "/health") {
-        res.writeHead(200, { "Content-Type": "application/json" });
-        res.end(
-          JSON.stringify({
-            status: "ok",
-            server: "market-data-analyzer",
-            version: "2.0.0",
-          }),
-        );
-        return;
-      }
-
-      res.writeHead(404, { "Content-Type": "application/json" });
-      res.end(JSON.stringify({ error: "Not found" }));
-    });
-
-    httpServer.listen(port, () => {
-      console.error(
-        `Market Data Analyzer MCP server (SSE) listening on port ${port}`,
-      );
-      console.error(`  SSE endpoint: http://localhost:${port}/sse`);
-      console.error(`  Messages endpoint: http://localhost:${port}/messages`);
-      console.error(`  Health check: http://localhost:${port}/health`);
-    });
-  } else {
-    const server = createServer();
-    const transport = new StdioServerTransport();
-    await server.connect(transport);
-    console.error("Market Data Analyzer MCP server running on stdio");
-  }
-}
-
-main().catch((err) => {
-  console.error("Fatal error:", err);
-  process.exit(1);
-});

package/src/tools/analyze_portfolio.ts

@@ -1,207 +0,0 @@
-/**
- * analyze_portfolio -- Portfolio analytics with live prices.
- *
- * Takes an array of { symbol, shares, avg_cost } holdings, fetches
- * current prices from Yahoo Finance, and returns P&L, allocation,
- * diversification score, and risk metrics.
- */
-
-import { yahooQuote, SYMBOL_SECTORS } from "../utils/api.js";
-import { formatCurrency } from "../utils/math.js";
-
-export interface PortfolioHolding {
-  symbol: string;
-  shares: number;
-  avg_cost: number;
-}
-
-interface PositionResult {
-  symbol: string;
-  name: string;
-  shares: number;
-  avgCost: number;
-  currentPrice: number;
-  marketValue: number;
-  costBasis: number;
-  pnl: number;
-  pnlPercent: number;
-  allocationPercent: number;
-  sector: string;
-}
-
-export async function handleAnalyzePortfolio(
-  holdings: PortfolioHolding[],
-): Promise<string> {
-  if (holdings.length === 0) {
-    throw new Error("At least one holding is required.");
-  }
-
-  // Fetch live quotes for all symbols
-  const symbols = holdings.map((h) => h.symbol);
-  const quotes = await yahooQuote(symbols);
-  const quoteMap = new Map(quotes.map((q) => [q.symbol, q]));
-
-  // Build position analysis
-  let totalValue = 0;
-  let totalCost = 0;
-
-  const positions: PositionResult[] = holdings.map((h) => {
-    const q = quoteMap.get(h.symbol);
-    const currentPrice = q?.regularMarketPrice ?? 0;
-    const marketValue = h.shares * currentPrice;
-    const costBasis = h.shares * h.avg_cost;
-    totalValue += marketValue;
-    totalCost += costBasis;
-
-    return {
-      symbol: h.symbol,
-      name: q?.shortName ?? q?.longName ?? h.symbol,
-      shares: h.shares,
-      avgCost: h.avg_cost,
-      currentPrice,
-      marketValue,
-      costBasis,
-      pnl: marketValue - costBasis,
-      pnlPercent: costBasis > 0 ? ((marketValue - costBasis) / costBasis) * 100 : 0,
-      allocationPercent: 0, // calculated below
-      sector: q?.sector ?? SYMBOL_SECTORS[h.symbol]?.sector ?? "Unknown",
-    };
-  });
-
-  // Calculate allocation percentages
-  for (const p of positions) {
-    p.allocationPercent = totalValue > 0 ? (p.marketValue / totalValue) * 100 : 0;
-  }
-
-  // Sort by market value descending
-  positions.sort((a, b) => b.marketValue - a.marketValue);
-
-  // Sector breakdown
-  const sectorAlloc: Record<string, number> = {};
-  for (const p of positions) {
-    sectorAlloc[p.sector] = (sectorAlloc[p.sector] ?? 0) + p.allocationPercent;
-  }
-
-  // Diversification score (HHI-based, 0-100 where 100 = perfectly diversified)
-  const weights = positions.map((p) => p.allocationPercent / 100);
-  const hhi = weights.reduce((s, w) => s + w * w, 0);
-  const n = weights.length;
-  const minHHI = n > 0 ? 1 / n : 1;
-  const denom = 1 - minHHI;
-  const divScore = n <= 1 || denom === 0 || totalValue === 0
-    ? 0
-    : Math.max(0, Math.min(100, Math.round((1 - (hhi - minHHI) / denom) * 100)));
-
-  // Risk warnings
-  const warnings: string[] = [];
-
-  for (const p of positions) {
-    if (p.allocationPercent > 30) {
-      warnings.push(`HIGH CONCENTRATION: ${p.symbol} is ${p.allocationPercent.toFixed(1)}% of portfolio.`);
-    }
-  }
-
-  for (const [sector, pct] of Object.entries(sectorAlloc)) {
-    if (pct > 50) {
-      warnings.push(`SECTOR RISK: ${sector} represents ${pct.toFixed(1)}% of portfolio.`);
-    }
-  }
-
-  for (const p of positions) {
-    if (p.pnlPercent < -20) {
-      warnings.push(`SIGNIFICANT LOSS: ${p.symbol} is down ${Math.abs(p.pnlPercent).toFixed(1)}%.`);
-    }
-  }
-
-  if (n < 5) {
-    warnings.push(`LOW DIVERSIFICATION: Only ${n} position(s). Consider adding more holdings.`);
-  }
-
-  if (Object.keys(sectorAlloc).length < 3 && n >= 3) {
-    warnings.push("LIMITED SECTOR EXPOSURE: Portfolio spans fewer than 3 sectors.");
-  }
-
-  // Any positions where we couldn't fetch a price?
-  const missingPrices = positions.filter((p) => p.currentPrice === 0);
-  for (const p of missingPrices) {
-    warnings.push(`MISSING DATA: Could not fetch price for ${p.symbol}. Values may be inaccurate.`);
-  }
-
-  // Format output
-  const lines: string[] = [];
-
-  lines.push("# Portfolio Analysis");
-  lines.push("");
-
-  // Summary
-  lines.push("## Summary");
-  lines.push("");
-  lines.push("| Metric | Value |");
-  lines.push("|--------|-------|");
-  lines.push(`| Total Value | ${formatCurrency(totalValue)} |`);
-  lines.push(`| Total Cost Basis | ${formatCurrency(totalCost)} |`);
-  const totalPnl = totalValue - totalCost;
-  const totalPnlPct = totalCost > 0 ? ((totalPnl) / totalCost) * 100 : 0;
-  lines.push(`| Total P&L | ${totalPnl >= 0 ? "+" : ""}${formatCurrency(totalPnl)} (${totalPnlPct >= 0 ? "+" : ""}${totalPnlPct.toFixed(2)}%) |`);
-  lines.push(`| Positions | ${n} |`);
-  lines.push(`| Sectors | ${Object.keys(sectorAlloc).length} |`);
-  lines.push(`| Diversification Score | ${divScore}/100 |`);
-  lines.push("");
-
-  // Positions
-  lines.push("## Positions");
-  lines.push("");
-  lines.push("| Symbol | Name | Shares | Avg Cost | Price | Value | P&L | P&L% | Alloc% |");
-  lines.push("|--------|------|--------|----------|-------|-------|-----|------|--------|");
-
-  for (const p of positions) {
-    const pnlSign = p.pnl >= 0 ? "+" : "";
-    lines.push(
-      `| ${p.symbol} | ${p.name.slice(0, 20)} | ${p.shares} | $${p.avgCost.toFixed(2)} | $${p.currentPrice.toFixed(2)} | ${formatCurrency(p.marketValue)} | ${pnlSign}${formatCurrency(p.pnl)} | ${pnlSign}${p.pnlPercent.toFixed(2)}% | ${p.allocationPercent.toFixed(1)}% |`,
-    );
-  }
-  lines.push("");
-
-  // Sector allocation
-  lines.push("## Sector Allocation");
-  lines.push("");
-  lines.push("| Sector | Allocation |");
-  lines.push("|--------|------------|");
-  const sortedSectors = Object.entries(sectorAlloc).sort((a, b) => b[1] - a[1]);
-  for (const [sector, pct] of sortedSectors) {
-    const bar = "=".repeat(Math.round(pct / 2));
-    lines.push(`| ${sector} | ${pct.toFixed(1)}% ${bar} |`);
-  }
-  lines.push("");
-
-  // Winners and losers
-  const winners = [...positions].sort((a, b) => b.pnlPercent - a.pnlPercent);
-  if (winners.length > 0) {
-    lines.push("## Top Performers");
-    lines.push("");
-    const top3 = winners.slice(0, Math.min(3, winners.length));
-    for (const p of top3) {
-      lines.push(`- **${p.symbol}**: ${p.pnlPercent >= 0 ? "+" : ""}${p.pnlPercent.toFixed(2)}% (${p.pnl >= 0 ? "+" : ""}${formatCurrency(p.pnl)})`);
-    }
-    lines.push("");
-    const bottom3 = winners.slice(-Math.min(3, winners.length)).reverse();
-    lines.push("## Underperformers");
-    lines.push("");
-    for (const p of bottom3) {
-      lines.push(`- **${p.symbol}**: ${p.pnlPercent >= 0 ? "+" : ""}${p.pnlPercent.toFixed(2)}% (${p.pnl >= 0 ? "+" : ""}${formatCurrency(p.pnl)})`);
-    }
-    lines.push("");
-  }
-
-  // Risk warnings
-  if (warnings.length > 0) {
-    lines.push("## Risk Warnings");
-    lines.push("");
-    for (const w of warnings) {
-      lines.push(`- ${w}`);
-    }
-    lines.push("");
-  }
-
-  return lines.join("\n");
-}