Download PDFMarkdown Version
ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
DeepSeekMistralCursorVS CodeWindsurfJetBrainsClineLovableVercel AI SDKLangChain

Use Portfolio Rebalancing Engine with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Identify portfolio drift and generate precise buy/sell orders to align asset weights with target allocations.

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

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

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 3 capabilities

The complete Portfolio Rebalancing Engine capability set.

These are the exact actions your AI can choose when you ask it to work with Portfolio Rebalancing Engine.

Capability set01 / 01

01-03

3 capabilities in this set.

Part of 3 available through Portfolio Rebalancing Engine.

  1. 01

    Analyze portfolio drift

    Analyze portfolio drift

  2. 02

    Compute rebalancing orders

    Compute rebalancing orders

  3. 03

    Estimate rebalancing costs

    Estimate rebalancing costs

Observed, not estimated

649ms average. Fast in production.

Portfolio Rebalancing Engine is checked daily against the live service.

Daily averagePeak 941ms
Aug 20Today
Fastest day
487ms
Slowest day
941ms
14-day trend
Slowing+19%

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.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 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

FAQ

Questions Portfolio Rebalancing Engine owners ask.

  • 01

    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.

  • 02

    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.

  • 03

    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

Suggestions