Local MCP server that turns Claude into a markets analyst over a live Wealthsimple portfolio. 28 skills, 107 tools, 15 data adapters, all free or free-tier data: no paid subscription, no API key. PII stays on your machine.
Agent Claude Code
Deep financial analysis subagent. Use for multi-step reasoning - DCF/intrinsic value, risk assessment, earnings analysis, adversarial bull/bear research. Operates on PII-filtered portfolio data and returns structured findings + recommendations. Never emits PII.
Agent Claude Code
Read-only market-data and news fetch subagent. Use to gather prices, fundamentals, news, sentiment, and macro indicators for PII-free ticker symbols. Returns structured data ready to inject into analysis prompts. Does not reason or write files.