Compatible with every major AI agent and IDE
What is the Portfolio CSV Analyzer MCP Server?
When you export your trading history from DEGIRO, XTB, or Interactive Brokers, you get a massive CSV file with thousands of rows. If you upload this directly to Claude, it will exhaust its context window, hallucinate data, and eventually crash.
This MCP acts as your local AI data scientist. It uses a high-speed streaming CSV parser to process the file line-by-line entirely local. Instead of dumping everything into the chat, it intelligently extracts the column headers and a small representative sample. This provides the AI with the exact schema it needs without overwhelming it. The AI can then guide you to write specific aggregation scripts or understand your portfolio safely.
The Superpowers
- 100% Local Processing: Your entire financial trading history is read locally.
- Massive File Support: Streams CSV files of any size without crashing Node.js or your AI.
- Smart Schema Extraction: Automatically detects column headers, separators, and data types.
- Assistant Ready: Ask the AI: 'Based on this broker export schema, what columns are available for calculating my P&L?'
Built-in capabilities (1)
Provide the absolute file path. Parse massive CSV exports from brokers (DEGIRO, XTB, Trading212) locally. Streams the file to prevent RAM crashes and returns column schemas and sample data
Why Claude Code?
Claude Code registers Portfolio CSV Analyzer as an MCP server in a single terminal command. Once connected, Claude Code discovers all 1 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Portfolio CSV Analyzer data drives decisions without human intervention.
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Single-command setup:
claude mcp addregisters the server instantly. no config files to edit or applications to restart - —
Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks
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Claude Code runs headlessly, enabling unattended batch processing using Portfolio CSV Analyzer tools in cron jobs or deployment scripts
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Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features
Portfolio CSV Analyzer in Claude Code
Portfolio CSV Analyzer and 4,000+ other MCP servers. One platform. One governance layer.
Teams that connect Portfolio CSV Analyzer to Claude Code through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 4,000+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Portfolio CSV Analyzer in Claude Code
The Portfolio CSV Analyzer MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 1 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Claude Code only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
Portfolio CSV Analyzer for Claude Code
Every tool call from Claude Code to the Portfolio CSV Analyzer MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Will it send my entire trading history to the AI?
No! To protect your privacy and prevent context crashes, it only sends the column headers (the schema), the total row count, and a tiny 20-row sample to the AI.
What brokers does this work with?
It works with ANY standard CSV file. Whether it's from DEGIRO, Interactive Brokers, Robinhood, or Trading212, this engine will parse the schema dynamically.
Can it calculate live market P&L?
This specific tool focuses purely on parsing the historical CSV data local. For live market prices, a separate API MCP (like Yahoo Finance) would be needed.
How do I add an MCP server to Claude Code?
Run claude mcp add <name> --transport http "<url>" in your terminal. Claude Code registers the server and discovers all tools immediately.
Can Claude Code run MCP tools in headless mode?
Yes. Claude Code supports non-interactive execution, making it ideal for scripts, cron jobs, and CI/CD pipelines that need MCP tool access.
How do I list all connected MCP servers?
Run claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.
Command not found: claude
Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code
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Check your internet connection and verify the Edge URL is reachable
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