What AI clients can I use with this MCP?

You can use this MCP with any compatible client including Claude Desktop, Cursor, Windsurf, and VS Code.

How does the capability calculate rebalancing orders?

The compute_rebalancing_orders capability calculates the exact buy and sell instructions required to move your current weights back to your target allocations.

Can I estimate the cost of my trades?

Yes, the estimate_rebalancing_costs capability calculates transaction fees and the net impact on your portfolio value.

Does this MCP host my data?

Vinkius hosts and manages the MCP, allowing you to connect your preferred client once to access the capabilities.

What is portfolio drift?

Portfolio drift occurs when market movements cause your actual asset weights to deviate from your intended target allocations.

How does the engine identify if rebalancing is needed?

The analyze_portfolio_drift capability compares your current asset weights against your target allocations. If the difference (drift) exceeds your specified threshold, it flags the need for rebalancing.

What kind of orders does the capability generate?

Using compute_rebalancing_orders, the engine generates specific BUY and SELL instructions, detailing the exact currency amount required for each asset to return to its target weight.

Can I estimate the cost of executing these trades?

Yes, the estimate_rebalancing_costs capability allows you to input your trade orders and a fee rate to calculate total transaction costs and the resulting net portfolio value.

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Connect Portfolio Rebalancing Engine 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. Keep your investment weights aligned with your target strategy.

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 · 3 capabilities

We ship only the actions that matter.

Capability set01 / 01

01-03

3 capabilities in this set.

Part of 3 available through Portfolio Rebalancing Engine.

01
Analyze portfolio drift
This capability checks your current holdings against your target allocations to find any deviations.
02
Compute rebalancing orders
This capability generates the specific buy and sell instructions required to return your portfolio to its target weights.
03
Estimate rebalancing costs
This capability calculates the expected transaction fees and the total net impact of your proposed trades.

Real work

What teams actually run

Automated Rebalancing

Your agent detects drift and prepares the necessary trades to restore target weights.

Cost Analysis

You check the net impact of a rebalance before executing orders to ensure fees don't eat your gains.

Risk Profile Maintenance

You use the capability to ensure market volatility hasn't pushed your portfolio into a higher risk category.

Portfolio Auditing

You run drift analysis to verify that your current holdings match your strategic intent.

One connector, every AI

Portfolio Rebalancing Engine 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 Rebalancing Engine 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

705ms average. Fast in production.

Portfolio Rebalancing Engine is checked daily against the live service.

Daily averagePeak 959ms

Oct 3Today

Fastest day: 584ms
Slowest day: 959ms
14-day trend: Slowing+30%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 3 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 Rebalancing Engine, so you can see the experience inside your AI.

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

Portfolio Rebalancing Engine Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_aXar8cz0wvWyQJpG8UQMuRt7P7HJ3UFgs2sruA13/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 Rebalancing Engine capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "portfolio-rebalancing-engine-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_aXar8cz0wvWyQJpG8UQMuRt7P7HJ3UFgs2sruA13/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 Rebalancing Engine in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Portfolio Rebalancing Engine owners hand off.

This MCP is for professionals managing active investment portfolios who want to automate the math behind rebalancing.

01
Portfolio Managers
They hand off the calculation of drift and trade sizing to their AI agent.
02
Algorithmic Traders
They use the capability to generate precise order instructions for automated workflows.
03
Financial Analysts
They use it to quickly estimate the cost and impact of proposed portfolio changes.

FAQ

Questions Portfolio Rebalancing Engine owners ask.

01
What AI clients can I use with this MCP?
You can use this MCP with any compatible client including Claude Desktop, Cursor, Windsurf, and VS Code.
02
How does the capability calculate rebalancing orders?
The compute_rebalancing_orders capability calculates the exact buy and sell instructions required to move your current weights back to your target allocations.
03
Can I estimate the cost of my trades?
Yes, the estimate_rebalancing_costs capability calculates transaction fees and the net impact on your portfolio value.
04
Does this MCP host my data?
Vinkius hosts and manages the MCP, allowing you to connect your preferred client once to access the capabilities.
05
What is portfolio drift?
Portfolio drift occurs when market movements cause your actual asset weights to deviate from your intended target allocations.
06
How does the engine identify if rebalancing is needed?
The analyze_portfolio_drift capability compares your current asset weights against your target allocations. If the difference (drift) exceeds your specified threshold, it flags the need for rebalancing.
07
What kind of orders does the capability generate?
Using compute_rebalancing_orders, the engine generates specific BUY and SELL instructions, detailing the exact currency amount required for each asset to return to its target weight.
08
Can I estimate the cost of executing these trades?
Yes, the estimate_rebalancing_costs capability allows you to input your trade orders and a fee rate to calculate total transaction costs and the resulting net portfolio value.

Explore

More in Finance

Connect Portfolio Rebalancing Engine 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.

01-03

Analyze portfolio drift

Compute rebalancing orders

Estimate rebalancing costs

What teams actually run

Automated Rebalancing

Cost Analysis

Risk Profile Maintenance

Portfolio Auditing

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

Portfolio Rebalancing Engine Connector

Claude Desktop

Portfolio Managers

Algorithmic Traders

Financial Analysts

What AI clients can I use with this MCP?

How does the capability calculate rebalancing orders?

Can I estimate the cost of my trades?

Does this MCP host my data?

What is portfolio drift?

How does the engine identify if rebalancing is needed?

What kind of orders does the capability generate?

Can I estimate the cost of executing these trades?

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