papaparse Connector for AI agents.
1 live capability
Analyze large broker CSV exports for portfolio performance.
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Why people use papaparse
Portfolio CSV Analyzer for broker export data analysis
This Connector changes the flow. You point it at your file, and it immediately tells your AI exactly what's inside. Instead of the AI struggling with a mountain of data, it gets a clean map of your headers and a few rows of examples. You then just tell the AI what to calculate, and it writes the code to do it for you. You get the right answer without the headache.
What Vinkius changes
You get a structured data map for your AI to use without crashing the chat.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 6,100+ Connectors
- Real-world use case 01
Calculating Dividends
A trader wants to know their total yearly dividends from a DEGIRO export.
- Real-world use case 02
Tax Preparation
A user needs to extract all Buy actions from an XTB history to calculate their cost basis for the year.
- Real-world use case 03
Performance Review
A user wants to see which stocks they've held the longest.
Complete set · 1capability
The complete papaparse capability set.
These are the exact actions your AI can choose when you ask it to work with papaparse.
01
1 capability in this set.
Part of 1 available through papaparse.
- 01 Capability
Parse portfolio csv
Scans your broker's CSV file locally to extract the schema and a few sample rows. This lets your AI understand your data structure without reading every single row at once.
Set up in minutes
One URL. Then ask papaparse to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use papaparse from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_UXTNF7rAXxtPhyKSsuqvjd7wl2jy9r8H1MHscdNL/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it papaparse, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable papaparse for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_UXTNF7rAXxtPhyKSsuqvjd7wl2jy9r8H1MHscdNL/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the papaparse URL.
- Step 03
Save and start
Save the connection and enable papaparse in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"portfolio-csv-analyzer": {
"url": "https://edge.vinkius.com/vk_preview_UXTNF7rAXxtPhyKSsuqvjd7wl2jy9r8H1MHscdNL/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using papaparse
Open Agent mode in chat and ask: "Using papaparse, help me...". 1 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"portfolio-csv-analyzer": {
"url": "https://edge.vinkius.com/vk_preview_UXTNF7rAXxtPhyKSsuqvjd7wl2jy9r8H1MHscdNL/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using papaparse
Ask Copilot: "Using papaparse, help me...". 1 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"portfolio-csv-analyzer": {
"url": "https://edge.vinkius.com/vk_preview_UXTNF7rAXxtPhyKSsuqvjd7wl2jy9r8H1MHscdNL/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using papaparse
Open Cascade and ask: "Using papaparse, help me...". 1 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"portfolio-csv-analyzer": {
"url": "https://edge.vinkius.com/vk_preview_UXTNF7rAXxtPhyKSsuqvjd7wl2jy9r8H1MHscdNL/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using papaparse
Ask Cline: "Using papaparse, help me...". 1 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add portfolio-csv-analyzer --transport http "https://edge.vinkius.com/vk_preview_UXTNF7rAXxtPhyKSsuqvjd7wl2jy9r8H1MHscdNL/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using papaparse
Ask Claude: "Using papaparse, show me...". 1 tools are ready
Where the request belongs
Work papaparse can move forward.
It's for individual traders and portfolio managers who have years of history and need to do deep analysis without the headache of manual data cleaning or AI crashes.
Retail Trader
Analyzes hundreds of past trades to find patterns in winning vs. losing positions on a Tuesday afternoon.
Portfolio Manager
Aggregates data from different brokers to see total diversification across multiple accounts.
Crypto Whale
Processes massive transaction logs from exchanges to calculate realized gains for tax season.
Build the capability set
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CSV Structural Scan and Deduplicator
Analyze CSV structure, detect delimiters, find empty cells, and remove duplicate rows.
CSV Structural Scan and Deduplicator Alternative
Analyze CSV structure, detect delimiters, find empty cells, and remove duplicate rows.
Bring your own AI
Change the model, client or framework. Keep papaparse connected.
-
Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
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Amazon Q -
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Jan -
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Open WebUI -
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LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about papaparse.
The practical details behind the request, access and result.
Can Portfolio CSV Analyzer handle files with thousands of rows?
Yes, it's built specifically for large files. It uses a streaming parser to read your data locally, so it won't crash your AI client or your computer's memory even with massive broker exports.
Is my financial data safe with Portfolio CSV Analyzer?
Your data stays on your machine. The Connector processes the file locally and only sends the column headers and a small sample to your AI client, keeping your full history private.
What brokers does Portfolio CSV Analyzer work with?
It works with any CSV export from a broker, including DEGIRO, XTB, Trading212, and Interactive Brokers. As long as it's a standard CSV format, the Connector can parse it.
Does Portfolio CSV Analyzer replace my spreadsheet?
It's a companion to your spreadsheet. It helps you quickly understand your data structure so your AI can write scripts or perform complex math that would take a long time to do manually in a sheet.
How does Portfolio CSV Analyzer prevent AI hallucinations?
By providing the AI with a clear schema (the exact names of your columns) and a few sample rows, it removes the guesswork. The AI knows exactly which column to use for "Price" or "Quantity," leading to much more accurate results.
Can I use Portfolio CSV Analyzer to see my total profit?
Yes, that's a primary use case. Once the Connector identifies your "Profit," "Amount," or "Value" columns, you can ask your AI to write a script to calculate your total gains across all trades.
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 capability focuses purely on parsing the historical CSV data local. For live market prices, a separate API MCP (like Yahoo Finance) would be needed.
One connection away
Give your agent a direct line to papaparse.
Connect papaparse once. Keep it beside 6,100+ managed Connectors when the next task needs more.
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