Portfolio Rebalancing Engine Connector for AI agents.
3 live capabilities
Maintain precise asset weights and risk profiles for your investment strategy.
Waiting for input…
Why people use Portfolio Rebalancing Engine
Portfolio Rebalancing Engine for Automated Asset Weight Management
This Connector changes that. You just tell your agent what your targets are and ask it to check for drift. It identifies the problem and gives you the exact buy and sell orders. You go from manual calculation to a simple confirmation step.
What Vinkius changes
Your agent handles the math of portfolio maintenance so you don't have to.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 6,100+ Connectors
- Real-world use case 01
Drifting Tech Stocks
A trader notices their tech holdings hit 20% when the target was 10%.
- Real-world use case 02
Portfolio Audit
An advisor wants to check 50 different accounts.
- Real-world use case 03
Fee Planning
A user wants to rebalance but is worried about high fees.
Complete set · 3capabilities
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.
01—03
3 capabilities in this set.
Part of 3 available through Portfolio Rebalancing Engine.
- 01 Capability
Analyze portfolio drift
Analyze portfolio drift to see which assets have moved too far from your target weight. This helps you see exactly where your portfolio is out of balance.
- 02 Capability
Estimate rebalancing costs
Estimate rebalancing costs to see the fees and net impact of making trades. This ensures you know the cost of rebalancing before you pull the trigger.
- 03 Capability
Compute rebalancing orders
Compute rebalancing orders to get the exact buy and sell instructions for your portfolio. It turns drift analysis into actionable trading steps.
Set up in minutes
One URL. Then ask Portfolio Rebalancing Engine to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Portfolio Rebalancing Engine 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_aXar8cz0wvWyQJpG8UQMuRt7P7HJ3UFgs2sruA13/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 Portfolio Rebalancing Engine, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Portfolio Rebalancing Engine for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_aXar8cz0wvWyQJpG8UQMuRt7P7HJ3UFgs2sruA13/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 Portfolio Rebalancing Engine URL.
- Step 03
Save and start
Save the connection and enable Portfolio Rebalancing Engine in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"portfolio-rebalancing-engine": {
"url": "https://edge.vinkius.com/vk_preview_aXar8cz0wvWyQJpG8UQMuRt7P7HJ3UFgs2sruA13/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 Portfolio Rebalancing Engine
Open Agent mode in chat and ask: "Using Portfolio Rebalancing Engine, help me...". 3 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"portfolio-rebalancing-engine": {
"url": "https://edge.vinkius.com/vk_preview_aXar8cz0wvWyQJpG8UQMuRt7P7HJ3UFgs2sruA13/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 Portfolio Rebalancing Engine
Ask Copilot: "Using Portfolio Rebalancing Engine, help me...". 3 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"portfolio-rebalancing-engine": {
"url": "https://edge.vinkius.com/vk_preview_aXar8cz0wvWyQJpG8UQMuRt7P7HJ3UFgs2sruA13/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 Portfolio Rebalancing Engine
Open Cascade and ask: "Using Portfolio Rebalancing Engine, help me...". 3 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"portfolio-rebalancing-engine": {
"url": "https://edge.vinkius.com/vk_preview_aXar8cz0wvWyQJpG8UQMuRt7P7HJ3UFgs2sruA13/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 Portfolio Rebalancing Engine
Ask Cline: "Using Portfolio Rebalancing Engine, help me...". 3 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add portfolio-rebalancing-engine --transport http "https://edge.vinkius.com/vk_preview_aXar8cz0wvWyQJpG8UQMuRt7P7HJ3UFgs2sruA13/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 Portfolio Rebalancing Engine
Ask Claude: "Using Portfolio Rebalancing Engine, show me...". 3 tools are ready
Where the request belongs
Work Portfolio Rebalancing Engine can move forward.
Investment managers who need to stay on top of hundreds of assets or retail traders who want to maintain a strict risk profile without manual math.
Portfolio Manager
Uses it to quickly audit large client accounts for weight violations.
Retail Trader
Uses it to ensure their personal buy and hold strategy doesn't get skewed by a few lucky gains.
Financial Analyst
Uses it to run what-if scenarios on portfolio rebalancing costs.
Build the capability set
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Bring your own AI
Change the model, client or framework. Keep Portfolio Rebalancing Engine connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
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Cline -
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Before you connect
Questions about Portfolio Rebalancing Engine.
The practical details behind the request, access and result.
What is the Portfolio Rebalancing Engine for?
It helps you keep your investment portfolio aligned with your target asset weights. It automatically calculates the buy and sell orders needed to fix drift.
How does the Portfolio Rebalancing Engine help with my risk?
It ensures your portfolio doesn't become too heavy in one area, which helps maintain your intended risk profile across different market conditions.
Can the Portfolio Rebalancing Engine calculate my trading fees?
Yes, it can estimate the transaction costs and the net impact on your portfolio value before you execute any trades.
Does the Portfolio Rebalancing Engine work for different types of assets?
It works for any asset type you can track, including stocks, bonds, and funds, as long as you provide the current and target weights.
How do I use the Portfolio Rebalancing Engine to stay on target?
You simply ask your AI client to check for drift. It will identify imbalances and provide you with the exact orders to get back on track.
Is the Portfolio Rebalancing Engine good for large portfolios?
Yes, it is especially useful for large portfolios because it handles the complex math of many different holdings simultaneously.
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.
One connection away
Give your agent a direct line to Portfolio Rebalancing Engine.
Connect Portfolio Rebalancing Engine once. Keep it beside 6,100+ managed Connectors when the next task needs more.
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