BFSI & FinTech SpiritSubmitted July 18, 2026

Portfolio Pulse

An MCP app on the Model Context Protocol built by Spirit at the Amrita University Amritapuri campus NitroStack × MCP To The Moon hackathon and deployed on NitroStack.

About this project

PortfolioPulse is a portfolio-aware MCP server that helps investors and advisors transform scattered investment holdings into a clear, actionable portfolio view. Investors commonly hold assets across broker accounts, mutual funds, crypto platforms, bank statements, and digital-gold providers. While these platforms show individual positions, they rarely explain total allocation, concentration risk, portfolio-specific news, or the policy developments that may matter to the assets a person actually owns. Generic market news creates more noise because it is not connected to the user’s holdings. PortfolioPulse solves this through a set of MCP tools built with NitroStack. It loads and normalizes portfolio holdings, calculates total value and unrealized profit or loss, summarizes asset-class and sector allocation, identifies top holdings, and highlights concentration risks using transparent rule-based checks. For example, its aggressive sample portfolio clearly surfaces a high crypto allocation and a concentrated ETH position, helping users understand the source of portfolio volatility rather than simply seeing a return number. The server also delivers relevant news filtered by the investor’s held symbols and sectors. Each item includes a plain-language explanation of why it matters to that portfolio. Additional tools support educational rebalancing suggestions and regulatory alerts relevant to the investor’s exposures. Built as an MCP server, PortfolioPulse can be used by compatible AI clients and embedded in advisor, dashboard, or personal-finance workflows. Its potential impact is to make portfolio reviews faster, more transparent, and more relevant: investors can better understand exposures, while advisors can reduce time spent manually combining information across accounts. PortfolioPulse is for informational and educational use only and does not provide investment advice.

BFSI & FinTech track

Build AI solutions for banking, payments, insurance, fraud detection, lending, and financial inclusion.

Live MCP appSource code

Team Spirit

  • Gubbala Kundan Narasimha KarthikeyaLead

  • Chetan Patloori

  • D. Sriram

  • Karimireddy Nikhil Kumar reddy

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Frequently asked questions

What does Portfolio Pulse do?
PortfolioPulse is a portfolio-aware MCP server that helps investors and advisors transform scattered investment holdings into a clear, actionable portfolio view. Investors commonly hold assets across broker accounts, mutual funds, crypto platforms, bank statements, and digital-gold providers. While these platforms show individual positions, they rarely explain total allocation, concentration risk, portfolio-specific news, or the policy developments that may matter to the assets a person actually owns. Generic market news creates more noise because it is not connected to the user’s holdings. PortfolioPulse solves this through a set of MCP tools built with NitroStack. It loads and normalizes portfolio holdings, calculates total value and unrealized profit or loss, summarizes asset-class and sector allocation, identifies top holdings, and highlights concentration risks using transparent rule-based checks. For example, its aggressive sample portfolio clearly surfaces a high crypto allocation and a concentrated ETH position, helping users understand the source of portfolio volatility rather than simply seeing a return number. The server also delivers relevant news filtered by the investor’s held symbols and sectors. Each item includes a plain-language explanation of why it matters to that portfolio. Additional tools support educational rebalancing suggestions and regulatory alerts relevant to the investor’s exposures. Built as an MCP server, PortfolioPulse can be used by compatible AI clients and embedded in advisor, dashboard, or personal-finance workflows. Its potential impact is to make portfolio reviews faster, more transparent, and more relevant: investors can better understand exposures, while advisors can reduce time spent manually combining information across accounts. PortfolioPulse is for informational and educational use only and does not provide investment advice.
Who built Portfolio Pulse?
Portfolio Pulse was built by team Spirit at the Amrita University Amritapuri campus NitroStack × MCP To The Moon hackathon, in the BFSI & FinTech track.
What is an MCP app and how is it built?
An MCP app is an application built on the Model Context Protocol — an open standard that lets AI agents connect to tools, data, and APIs. This project exposes MCP tools and resources that agentic AI systems can call. It was built and deployed on NitroStack, the full-stack platform for shipping MCP apps and servers.