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Portosync

Integrates and provides access to personal investment portfolio data from various sources for AI assistants.

About

Portosync is a Model Context Protocol (MCP) server designed to connect AI assistants, such as Claude, with your financial portfolio balances. It achieves this by providing seamless integration with financial data from multiple sources, initially focusing on KSEI (Indonesian central custodian holding data across all securities). This allows users to interact with their investment information using natural language queries through standardized MCP tools, facilitating better financial literacy and management.

Key Features

  • 0 GitHub stars
  • KSEI Integration for fetching portfolio data
  • Dual Mode Support (stdio or HTTP server)
  • Docker Ready with multi-stage Alpine-based container
  • Secure operation as non-root user

Use Cases

  • Retrieve current investment portfolio balances from KSEI accounts
  • Query historical holdings of specific stocks in KSEI
  • Filter and display balances for particular configured accounts
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