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personal-financial-analysis

personal-financial-analysis
python C:\Users\Yash Rao\Desktop\finance-projects\financial-analysis-mcp\server.py
last scanned: 2026-08-26T22:52:56.749816+00:00 tool count: 5 calls audited: 0 sessions: 0 drift events: 0 blocked calls: 0
whole-server hash: 94102b730a693b7ebd5f93c8754b0fc816a3b093661481de83cd6fff14dae61f drift evaluation: not_performed (no_proxy_activity)

Tool inventory

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get_fred_nowcastRuns the GDP bridge-equation nowcast — plain OLS on 5 leading FRED indicators (industrial production, retail sales, initial claims, payrolls, housing starts), walk-forward backtested against actual GDP prints — and returns the current quarter's nowcast value plus backtest accuracy vs. a naive baseline. Requires FRED_API_KEY.670957898cd9
get_regime_nowClassifies the current macro regime (Fed funds trend, yield curve, inflation, unemployment) from live FRED data using the rule-based 6-regime classifier, and reports which GICS sectors have historically performed best/worst during months in that same regime. Requires FRED_API_KEY to be set in this server's environment.5d151e9f207a
query_warehouseRuns a read-only SQL query against the personal Warehouse (DuckDB). Tables available: mart_portfolio_vs_macro (portfolio checkpoints joined to that month's macro backdrop), mart_macro_indicators_monthly (Fed funds, 10y/2y yields + spread, CPI, unemployment), mart_sector_monthly_returns (GICS sector ETF monthly returns), mart_portfolio_daily (portfolio value, deposits, organic P&L per checkpoint). Only SELECT statements are allowed; anything else is rejected before it touches the database.12d3089f4ea4
run_causal_controlEstimates the causal effect of the June 2026 Fed hawkish pivot (2026-06-17) on a GICS sector ETF's price using synthetic control, with a placebo test across all 11 sectors as a significance check. `treated` is the sector ticker to test (default XLK). `fit_end` (YYYY-MM-DD), if given and earlier than the treatment date, fits the control weights on only that earlier window to test whether the post-treatment gap was already emerging beforehand — otherwise this is an ordinary pre/post split at the treatment date. Always check fit_quality_warning before trusting the reported gap.13c38580bdd5
run_factor_decompositionDecomposes a held ticker's recent (~400 calendar day) return into market, sector, and rate-factor betas plus an idiosyncratic residual, via a 3-factor orthogonalized OLS fit. `ticker` must be one of the holdings tracked in positions.json (broad-market/sector ETFs held directly are excluded — decomposing them against themselves is circular). Check r_squared before trusting the split: a low value means the three factors barely explain this name's moves.690fa8134c2b

Findings · prompt-injection judgment not a qualified result

The prompt-injection check is an LLM judgment call, outside the DO-330-qualified drift-detection function. It is advisory only and carries no compliance credit.

No tools flagged.

Findings · permission mismatch

No permission mismatches.

Findings · secrets

No secrets detected.

Findings · dependency CVEs

No dependency findings.

Drift history · pure hashing, all events

No drift events logged for this target.

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Blocked calls · --block-on-drift

No calls blocked for this target (either --block-on-drift was never used, or nothing drifted while it was on).

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