Portfolio Rebalance PlannerをAIに接続

最速日

736ms

最遅日

1292ms

14日間の傾向

遅延傾向+37%

Portfolio Rebalance Planner Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_wzE5yKcg39qUPX6cptBGBD4m9mviId0upjXHakzx/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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 Rebalance Planner capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

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

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ Portfolio Rebalance PlannerをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  個人投資家

  自身のポートフォリオを目標とする比率に正確に維持したい方。

• 02

  資産運用担当者

  複数の資産の乖離を迅速に分析し、リバランスの判断を行いたいプロフェッショナル。

• 03

  フィナンシャル・アドバイザー

  顧客のポートフォリオの健全性を評価し、最適な売買指示を検討する方。

• 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.

• 

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