Portfolio Manager
Value portfolios, collect market data, analyze performance, and expose safe LLM-facing tools from one local Go application.
What is Portfolio Manager?
Section titled “What is Portfolio Manager?”Portfolio Manager is a Go application for tracking personal portfolios across equities, FX, commodities, cash, bonds, and cryptocurrencies. It combines market data collection, portfolio valuation, analytics, import/export workflows, and an optional web UI.
The project also exposes a Model Context Protocol server so LLM clients can inspect portfolio and market data through typed, discoverable tools.
Documentation Map
Section titled “Documentation Map”- Overview explains the main portfolio workflows.
- Installation covers local setup, first run, optional environment settings, and background startup.
- Quickstart shows common development and runtime commands.
- Summary Dashboard explains how to read portfolio value, P&L, daily movement, and allocation tables.
- MCP Integration documents the project pattern for LLM-facing tools.
- Market Rotation summarizes the daily market-rotation screen.