What does this MCP actually do?

It performs the mathematical calculations needed to rebalance an investment portfolio. It tells you exactly how much of an asset to buy or sell to match your target percentages.

Can I use this with Claude or Cursor?

Yes. You can connect this MCP to any compatible client including Claude, Cursor, Windsurf, and VS Code.

Does it execute trades for me?

No. This MCP generates the mathematical instructions for trades. You must use those instructions in your own trading platform or execution capability.

How does it handle cash?

The calculation engine optimizes for available cash to ensure your rebalance plan is realistic based on your liquidity.

Can I test new target weights?

Yes. You can use the simulation capability to see how changing your target allocations would impact your portfolio before you make any moves.

How does the rebalancing plan handle available cash?

The engine prioritizes selling assets to generate liquidity first, then uses available cash to fulfill buy orders. If cash is insufficient, buy orders are scaled to respect liquidity constraints.

Can I simulate changes before executing trades?

Yes, you can use the simulate_what_if_allocation capability to project the theoretical outcome of new target percentages without executing actual trades.

What defines a 'healthy' portfolio in this capability?

A portfolio is considered healthy if the maximum drift for any single asset remains below the system's defined sensitivity threshold, as determined by validate_portfolio_health.

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Connect Portfolio Rebalance Planner to ChatGPT and Claude

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Align your holdings with target allocations using precise trade math.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 4 capabilities

We ship only the actions that matter.

Capability set01 / 01

01-04

4 capabilities in this set.

Part of 4 available through Portfolio Rebalance Planner.

01
Calculate rebalance plan
This capability generates a specific list of buy and sell orders to hit your target percentages.
02
Get current allocation
Use this to see how your current asset distribution compares to your intended targets.
03
Simulate what if allocation
This capability lets you project how changing your target weights will affect your portfolio.
04
Validate portfolio health
This capability checks if your current asset drift has exceeded your set limits.

Real work

What teams actually run

Correcting Portfolio Drift

When a specific asset grows too large, use the MCP to find the exact sell amount needed to return to your target.

Testing New Strategies

Simulate how a shift from aggressive to conservative weights would look based on your current holdings.

Risk Monitoring

Regularly check if your portfolio's deviation from its target is within acceptable bounds.

Cash Management

Calculate rebalance plans that use existing cash to buy underweight assets.

One connector, every AI

Portfolio Rebalance Planner works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

Building your own app? The connector is yours to use.

You don't need a client to put Portfolio Rebalance Planner to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

884ms average. Fast in production.

Portfolio Rebalance Planner is checked daily against the live service.

Daily averagePeak 1292ms

Oct 4Today

Fastest day: 736ms
Slowest day: 1292ms
14-day trend: Slowing+37%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 4 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Portfolio Rebalance Planner, so you can see the experience inside your AI.

It does not authenticate your account with Portfolio Rebalance Planner. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Portfolio Rebalance Planner Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_wzE5yKcg39qUPX6cptBGBD4m9mviId0upjXHakzx/mcp

Claude Desktop

Follow the steps below to connect in seconds.

1In Claude Desktop, open Settings → Connectors.
2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3Click Add and start a new chat — Portfolio Rebalance Planner capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "portfolio-rebalance-planner-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_wzE5yKcg39qUPX6cptBGBD4m9mviId0upjXHakzx/mcp"
    }
  }
}

Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Portfolio Rebalance Planner in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Portfolio Rebalance Planner owners hand off.

This is built for anyone managing multi-asset portfolios who needs mathematical certainty in their rebalancing logic.

01
Individual Investors
People managing their own crypto or stock portfolios who want to automate their rebalancing math.
02
Portfolio Managers
Professionals who need to quickly validate drift and generate trade lists for clients.
03
Algorithmic Traders
Users who want to feed precise rebalancing instructions into their execution workflows.

FAQ

Questions Portfolio Rebalance Planner owners ask.

01
What does this MCP actually do?
It performs the mathematical calculations needed to rebalance an investment portfolio. It tells you exactly how much of an asset to buy or sell to match your target percentages.
02
Can I use this with Claude or Cursor?
Yes. You can connect this MCP to any compatible client including Claude, Cursor, Windsurf, and VS Code.
03
Does it execute trades for me?
No. This MCP generates the mathematical instructions for trades. You must use those instructions in your own trading platform or execution capability.
04
How does it handle cash?
The calculation engine optimizes for available cash to ensure your rebalance plan is realistic based on your liquidity.
05
Can I test new target weights?
Yes. You can use the simulation capability to see how changing your target allocations would impact your portfolio before you make any moves.
06
How does the rebalancing plan handle available cash?
The engine prioritizes selling assets to generate liquidity first, then uses available cash to fulfill buy orders. If cash is insufficient, buy orders are scaled to respect liquidity constraints.
07
Can I simulate changes before executing trades?
Yes, you can use the simulate_what_if_allocation capability to project the theoretical outcome of new target percentages without executing actual trades.
08
What defines a 'healthy' portfolio in this capability?
A portfolio is considered healthy if the maximum drift for any single asset remains below the system's defined sensitivity threshold, as determined by validate_portfolio_health.

Explore

More in Finance

Connect Portfolio Rebalance Planner to Claude, Cursor, ChatGPT & more

Your AI does the work. We keep it safe and sound.

Each Connector runs inside its own sealed environment.

One switch stops every agent. Instantly.

Spending limits that pause instead of surprise.

We ship only the actions that matter.

01-04

Calculate rebalance plan

Get current allocation

Simulate what if allocation

Validate portfolio health

What teams actually run

Correcting Portfolio Drift

Testing New Strategies

Risk Monitoring

Cash Management

Building your own app? The connector is yours to use.

Portfolio Rebalance Planner Connector

Claude Desktop

Individual Investors

Portfolio Managers

Algorithmic Traders

What does this MCP actually do?

Can I use this with Claude or Cursor?

Does it execute trades for me?

How does it handle cash?

Can I test new target weights?

How does the rebalancing plan handle available cash?

Can I simulate changes before executing trades?

What defines a 'healthy' portfolio in this capability?

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