Analyzera for AI assistants: portfolio builder and backtesting MCP server

Analyzera connects your AI assistant to an investment research platform. Browse Analyzera's strategy catalogue, look at the risk, holdings, outlook and track record of any strategy or account you hold, build and backtest your own equity and multi-asset strategies, and check what adding a strategy would do to your portfolio, all from a conversation with your assistant.

Analyzera does not give personal investment recommendations through your assistant, and nothing you do here moves money or places a trade.

Connector address (remote MCP, streamable HTTP): https://api.analyzera.com/mcp

What's new

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Capabilities and tools

Browse strategies and accounts

Browse the strategy catalogue, your own strategies and your accounts in an interactive dashboard with Returns, Outlook, Weights, Risk and Fundamentals tabs, and compare an account with one of its saved simulations.
Search for a strategy or account by words, asset class, region or risk level.
Compare two strategies or accounts on every dashboard tab: what they hold today, the risk model on those holdings, the modelled outlook and the measured track record.

open_dashboard: Open the dashboard: Opens the dashboard: your accounts, the strategies you built and Analyzera's catalogue, with Returns, Holdings, Risk, Fundamentals, Outlook and Construction tabs.
list_portfolios: List strategies and accounts: Lists everything you can see, without opening the card: your accounts and the strategies you built, and Analyzera's catalogue as counts per asset class.
list_simulations: List saved simulations: Lists the saved simulations on an account and the accounts under it.
find_portfolios: Search strategies and accounts: Searches the strategies and accounts you can see, without opening the card.

Describe a strategy or account

Get short summaries of a strategy's track record, expected return, risk, largest holdings and factor tilts, for your assistant to reason with.
Get observations about an account you hold, its strengths and points to watch.
Ask how a figure is calculated: how the risk model, expected return, factor tilts, backtests and builds work, and the main assumptions behind them.

describe_portfolio_risk: Summarise risk: How risky a strategy or account is, measured from what it holds today.
describe_historical_scenarios: Historical scenarios: How today's holdings would have fared in named past market episodes.
describe_market_sensitivities: Market sensitivities: How much a strategy or account moves when equity markets or interest rates move.
describe_portfolio_weights: Summarise holdings: What a strategy or account holds, as a digest.
describe_portfolio_outlook: Summarise expected return: A strategy's long-run expected return and what it is built from.
describe_portfolio_fundamentals: Summarise factor tilts: Where a strategy sits on the factor axes (valuation, momentum, leverage, profitability, risk, size and growth), with its dividend yield and P/E.
describe_portfolio_series: Summarise track record: Summary statistics of a strategy's backtested track record, or an account's history.
describe_methodology: How a figure is calculated: How the figures another tool returns are calculated: the model, its main assumptions and the reasons for them.
describe_build_options: How to build a portfolio: How to build a portfolio with Analyzera: the ways a portfolio can be built here, and the rules for saving, backtesting and reporting results.

Look up instruments

Look up an instrument by name or ticker, and see how it has done.
Look up GICS industry codes to narrow a screen.
See which default instruments a multi-asset build uses in your currency.

find_assets: Find an instrument: Finds equities, ETFs, funds and bonds by name, ticker or identifier.
describe_asset: Describe an instrument: What one instrument is and how it has done.
describe_assets: Compare instruments: Compares up to 500 instruments in one call: returns, volatility, drawdown, P/E, dividend yield and market value, one line each.
find_gics: Find GICS codes: Finds GICS industry codes to use in a screen's industries.
get_default_instruments: Default instruments for a currency: The broad equity, long bond and short bond instruments a multi-asset build uses in your currency.

Screen equities

Screen the equity universe before building: see which companies pass, without saving anything, as many times as you like.
Weight any list of instruments, from a screen or picked by hand, with the same methods a build uses.

screen_equities: Screen stocks: Runs the same equity screen a build runs and lists the companies that pass, unweighted, without saving anything.
describe_card_screen: What the screener card shows: Lets the assistant read the list you last screened inside the screener card, so it can answer what the card shows on any app.
solve_equity_weights: Weight a stock screen or list: Weights a stock screen or a list of companies the way an equity strategy build would, without saving anything.
solve_allocation_weights: Weight a multi-asset allocation: Weights a mix of funds, instruments and strategies the way an allocation build would, without saving it.

Build strategies

Build an equity strategy from a country and sector screen, a theme, an ESG screen, factor tilts, or a hand-picked list of companies.
Build a multi-asset allocation from instruments and strategies, with an optional risk level and weight caps.
Read, edit, rename or delete a strategy you built.

build_equity_strategy: Build an equity strategy: Builds and saves an equity strategy, or rewrites one you built.
build_allocation_strategy: Build a multi-asset allocation: Builds and saves a multi-asset allocation from instruments and strategies, or rewrites one you built.
get_strategy_definition: Read a strategy's definition: The settings that would rebuild a strategy, to read before editing it.
delete_portfolio: Delete a portfolio: Permanently deletes a strategy you built, or one of your accounts with its holdings.

Backtest

Backtest a strategy you built. It runs in the background for a minute or two and replaces any earlier backtest of the same strategy.

run_strategy_backtest: Run a backtest: Starts a backtest of a strategy you built and returns at once with a reference.
get_backtest_status: Check a backtest: Whether a backtest is queued, running, done or failed, with an estimate while it runs.

Analyse your own holdings

Analyse a portfolio you paste into the chat (tickers, ISINs or names with weights or units). Nothing is stored.
Preview what adding an amount of a strategy would do to an account's risk, weights and outlook. Nothing is stored.

describe_holdings: Analyse holdings: Risk, diversification, fundamentals and outlook for holdings you give inline. Nothing is stored.
preview_scenario: Preview a strategy in an account: Measures an account as it is and as it would be with a strategy added, or with several changes at once. Nothing is stored.

Simulations

Save a set of changes to one account as a simulation, and compare the account, or everything you hold, with and without it in the dashboard. Simulations also show in the Analyzera web app.

save_simulation: Save a simulation on an account: Saves changes to one account as a simulation: the account's holdings plus the changes, without optimisation.
delete_simulation: Delete a simulation: Permanently deletes saved simulations from one account.

Accounts held elsewhere

Add an account you hold elsewhere by giving its holdings, and update it with a fresh snapshot. The snapshot is the whole account: anything left out is treated as sold.

sync_external_account: Update an account held elsewhere: Adds an account held elsewhere, or updates it, from a full snapshot of its holdings.

Track a strategy

Link an account to the strategy it should follow and see how far it has drifted. Tracking only: nothing is traded.

assign_strategy: Link an account to a strategy: Links an account to the strategy it should follow. Nothing is traded.
describe_drift: Measure drift: How far an account has drifted from the strategy it tracks, and the largest gaps.

Email alerts

Get one daily email digest when a strategy rebalances or its risk level moves, or when an account drifts from the strategy it tracks. Every digest has a one-click unsubscribe link.
Get a strategy's next target weights by email before it rebalances: from 12:00 Stockholm time on the weekday before the trade, to everyone at the same time. An account linked to the strategy gets this automatically.

set_alerts: Set alerts: Sets the alerts on one strategy or account, replacing those it had.
get_alerts: List alerts: Every alert you have set.
list_rebalance_targets: List rebalance targets: The target weights the pre-rebalance notices have sent for a strategy, latest first, each labelled with its rebalance date.

Share a card as a public link for WhatsApp, SMS, email or Slack: a dashboard tab of a strategy or account, a comparison, an instrument or a stock screen. The link opens the same card, fixed on what you shared, in weights and percentages only, never values or amounts. It is view-only: nothing is copied into the viewer's account, and they cannot change anything.
Figures stay live, except a screen, which is kept as it was when you shared it. A link to something you delete or can no longer see says so.
See every link you have made and turn any of them off at any time.

share_view: Share a view: Creates a public link to a dashboard tab of a strategy or account, two of them side by side, or an instrument's page or a table of several.
list_shares: List share links: Every live share link you have made, newest first.
revoke_share: Revoke share links: Turns off one link, or every link to one strategy or account.

Planning

Project a regular savings plan, or work out what a savings target requires.
See the highest risk level Analyzera's published table allows for a time horizon.

project_savings_plan: Project a savings plan: What an amount up front plus regular saving grows to, and how much of that is growth.
solve_savings_plan: What a savings target takes: What it takes to reach a target, as the return needed or the saving needed.
get_risk_ceiling_for_horizon: Risk ceiling for a horizon: The highest risk level Analyzera's published table allows for a time horizon.

Your plan

See your plan, what it includes and what you have left of each allowance.

get_access: What this caller may do: Your plan, the allowances you have left, and your currency and market.

Feedback

Tell the Analyzera team something looks wrong, or ask for something the tools do not do yet. Your assistant agrees the wording with you first, sends it by email and gives you a reference.

send_feedback: Send feedback to the Analyzera team: Sends a report to the Analyzera team by email and returns a reference.