# Portfolio Weight Engine is a financial math MCP. AI Agent Connect

> Portfolio Weight Engine gives your AI agent the mathematical tools needed to manage investment portfolios. It handles the heavy lifting of calculating specific asset weights, checking for concentration risk against your thresholds, and determining the exact dollar amounts needed to rebalance a portfolio back to its target state.

## Overview
- **Category:** finance
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_2vNImTibCk8lglaAhZZHzKXDmBabwznIBmCNOC12/ai-agent-connect
- **Tags:** portfolio, asset-management, risk-analysis, rebalancing, finance-tools

## Description

You can stop manually checking your portfolio math. This MCP gives your AI client the ability to perform precise financial calculations that ensure your holdings stay within your intended risk parameters. Instead of guessing how much an asset represents in your total holdings, your agent uses this tool to get exact percentage weights. If a specific position grows too large and threatens your strategy, the MCP identifies that concentration risk immediately. You can also use it to verify that your total portfolio composition is mathematically sound, ensuring all weights sum up correctly. When it is time to adjust your positions, the MCP calculates the specific trade amounts required to hit your target weights. It turns your AI agent into a precise quantitative assistant for portfolio management.

## Tools

### calculate_rebalancing_requirement
This tool calculates the exact value you need to add or remove from an asset to hit a specific target weight.

### get_asset_weight
This tool finds the specific percentage weight of a single asset within your total portfolio.

### get_portfolio_concentration
This tool checks if an asset's weight has crossed your predefined risk thresholds.

### validate_portfolio_composition
This tool confirms that the sum of all asset weights in your portfolio is mathematically consistent.

## Prompt Examples

**Prompt:** 
```
What is the weight of a $25,000 asset in a $100,000 portfolio?
```

**Response:** 
```
The asset weight is 25%.
```

**Prompt:** 
```
Is an asset worth $40,000 in a $100,000 portfolio concentrated if my threshold is 0.35?
```

**Response:** 
```
Yes, the asset is concentrated. The current weight is 40%, which exceeds the 35% threshold by 5%.
```

**Prompt:** 
```
How much should I add to an asset worth $10,000 in a $100,000 portfolio to make it 20% of the total?
```

**Response:** 
```
You need to add $10,000 to the asset to reach the target weight of 20%.
```

## Capabilities

### Weight Calculation
Your agent determines the exact percentage of any asset in a portfolio.

### Risk Monitoring
The AI identifies when a position exceeds your allowed concentration limits.

### Rebalancing Math
Your agent calculates the specific dollar amounts needed to return to target weights.

### Composition Auditing
The tool checks that all portfolio weights sum to a mathematically consistent total.

## Use Cases

### Portfolio Rebalancing
Your agent calculates how much to buy or sell to return a portfolio to its target allocation.

### Risk Management
The AI monitors for assets that have grown too large relative to your risk thresholds.

### Data Validation
You use the tool to ensure your portfolio weight data is mathematically accurate.

### Asset Allocation Analysis
Your agent quickly determines the current weight of any single position in a large portfolio.

## Benefits

- Eliminates manual calculation errors in portfolio weighting.
- Provides instant detection of concentration risk.
- Calculates precise trade amounts for rebalancing.
- Ensures mathematical consistency across all holdings.

## How It Works

Connecting this MCP to your AI client gives your agent immediate access to financial math tools.

1. Connect the MCP to your client like Claude or Cursor via Vinkius.
2. Provide your portfolio data to your AI agent.
3. Ask your agent to perform a specific calculation like checking weight or risk.
4. The agent calls the appropriate tool to get the precise answer.
5. The agent delivers the calculated result to you.

## Frequently Asked Questions

**What can this MCP do for my portfolio?**
It allows your AI agent to calculate asset weights, check for concentration risk, validate portfolio math, and determine rebalancing needs.

**How does it handle rebalancing?**
The tool calculates the exact amount of value that must be added or removed from an asset to reach a specific target weight.

**Can it detect if a position is too large?**
Yes, the get_portfolio_concentration tool identifies if an asset's weight exceeds your predefined risk thresholds.

**Which AI clients can use this MCP?**
You can use this MCP with any compatible client, including Claude, Cursor, Windsurf, and VS Code.

**Do I need to host this myself?**
No, Vinkius hosts and manages the MCP for you, so it is ready to use immediately after you connect.

**How do I check if my portfolio is too concentrated?**
You can use the `get_portfolio_concentration` tool to check if an asset's weight exceeds your specified risk threshold.

**Can I calculate how much to buy to reach a target weight?**
Yes, the `calculate_rebalancing_requirement` tool determines the exact monetary amount needed to reach your target weight.

**How is the asset weight calculated?**
The `get_asset_weight` tool calculates the weight by dividing the individual asset value by the total portfolio value.