Portfolio Service Monorepo

A comprehensive suite of Model Context Protocol (MCP) servers for portfolio management, market data access, and trading operations, organized as a UV workspace.

Repository Structure

portfolio_service/
├── brokerage_service/     # Order execution and portfolio management
├── market_data_service/   # Market data and technical analysis
├── research_service/      # Market research and screening
├── common/               # Shared utilities and libraries
├── pyproject.toml        # Workspace root configuration
└── uv.lock              # Shared lockfile for all workspace members

Development Setup

This repository uses UV workspaces to manage multiple interconnected packages. Each service is a separate package that shares common dependencies and utilities.

Prerequisites

• Python 3.11+
• UV package manager

Installation

1. Clone the repository:

git clone https://github.com/itay1542/portfolio_service.git
cd portfolio_service

2. Install dependencies for all workspace members:

uv sync

3. Run a specific service:

# Run the brokerage service
uv run --package brokerage_service python src/server.py

# Run the market data service
uv run --package market_data_service python src/server.py

# Run the research service
uv run --package research_service python src/server.py

Environment Configuration

Create a .env file in each service directory with the required credentials:

# TradeStation Configuration (market_data_service)
TRADESTATION_API_KEY="your_api_key"
TRADESTATION_API_SECRET="your_api_secret"
TS_REFRESH_TOKEN="your_refresh_token"
TS_ACCOUNT_ID="your_account_id"

# Interactive Brokers Configuration (shared)
IBKR_ACCOUNT_ID="your_account_id"
IBKR_CLIENT_ID="1"
IBKR_HOST="127.0.0.1"
IBKR_PORT="7496"

Services Overview

Brokerage Service

• Order execution and management
• Portfolio tracking
• Account management
• Position monitoring

Market Data Service

• Real-time and historical market data
• Technical analysis
• News integration
• Options chain data

Research Service

• TradingView market scanning
• Custom stock screening
• Technical indicator analysis
• Market research tools

Common Features

Interactive Brokers (IBKR) Integration

Note: Requires a running IBKR TWS instance

• Market data access
• Order management
• News integration
• Options trading support
• Account monitoring

TradingView Integration

Market scanning capabilities with:

• Custom screening queries
• Pre-built scanners
• Technical indicator analysis
• Fundamental data access

Development Tools

Debugging

Use the MCP Inspector for real-time debugging:

# Debug a specific service
npx @modelcontextprotocol/inspector uv run --package market_data_service python src/server.py

Testing

Run tests for a specific package:

uv run --package common pytest

Adding Dependencies

Add dependencies to a specific service:

uv add --package market_data_service pandas

Claude Desktop Integration

Configure in the appropriate location for your OS:

MacOS

~/Library/Application\ Support/Claude/claude_desktop_config.json

Windows

%APPDATA%/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "brokerage_service": {
      "command": "uv",
      "args": [
        "--directory",
        "<path_to_portfolio_service>",
        "run",
        "--package",
        "brokerage_service",
        "python",
        "brokerage_service/src/server.py"
      ],
      "env": {
        "IBKR_ACCOUNT_ID": "your_account_id",
        "IBKR_CLIENT_ID": "1",
        "IBKR_HOST": "127.0.0.1",
        "IBKR_PORT": "7496",
        "TRADESTATION_API_KEY": "your_api_key",
        "TRADESTATION_API_SECRET": "your_api_secret",
        "TS_REFRESH_TOKEN": "your_refresh_token",
        "TS_ACCOUNT_ID": "your_account_id",
        "IBKR_CLIENT_ID": "1",
      }
    },
    "market_data_service": {
      "command": "uv",
      "args": [
        "--directory",
        "<path_to_portfolio_service>",
        "run",
        "--package",
        "market_data_service",
        "python",
        "market_data_service/src/server.py"
      ],
      "env": {
        "TRADESTATION_API_KEY": "your_api_key",
        "TRADESTATION_API_SECRET": "your_api_secret",
        "TS_REFRESH_TOKEN": "your_refresh_token",
        "TS_ACCOUNT_ID": "your_account_id",
        "IBKR_ACCOUNT_ID": "your_account_id",
        "IBKR_CLIENT_ID": "2",
        "IBKR_HOST": "127.0.0.1",
        "IBKR_PORT": "7496",
      }
    },
    "research_service": {
      "command": "uv",
      "args": [
        "--directory",
        "<path_to_portfolio_service>",
        "run",
        "--package",
        "research_service",
        "python",
        "research_service/src/server.py"
      ]
    }
  }
}

Contributing

1. Create a new branch for your feature
2. Make your changes
3. Run tests across all affected packages
4. Submit a pull request