About Aifolimizer
Aifolimizer is an MCP server in the Search category: local MCP server that turns Claude into a markets analyst over a live Wealthsimple portfolio. 28 skills, 107 tools, 15 data adapters, all free or free-tier data: no paid subscription, no API key. PII stays on your machine.
Install
git clone https://github.com/tusharagg1/aifolimizerThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (32)
backtest_portfolioRule-replay: buy_hold/rsi_swing/sma_cross/crowd_fade
Parameters not published.
generate_trust_reportWrite TRACK_RECORD.md + full JSONL
Parameters not published.
get_alpha_attributionAlpha/beta vs SPY/XEQT/TSX/QQQ
Parameters not published.
get_concentration_warningsOver-allocation flags
Parameters not published.
get_correlation_matrixPairwise correlation between top holdings
Parameters not published.
get_crowding_shiftsDetect symbols with crowding score shifts
Parameters not published.
get_crypto_dataCoinGecko: price CAD, market cap, 24h/7d/30d
Parameters not published.
get_data_source_reliabilityPer-source success rate + latency
Parameters not published.
get_earnings_calendarNext earnings dates, flags next-14-day names
Parameters not published.
get_earnings_resultsLast N quarters EPS estimate/actual/surprise
Parameters not published.
Show all 32 tools
get_fundamentalsP/E, EPS, div yield, payout, beta, analyst target
Parameters not published.
get_live_track_recordRolling 7/30/90d win-rate + P&L
Parameters not published.
get_macro_snapshotFRED: Fed funds, 10Y, CPI, CAD/USD, BoC
Parameters not published.
get_news_headlinesRecent headlines per ticker
Parameters not published.
get_options_chainOptions chain with Black-Scholes Greeks
Parameters not published.
get_portfolioLive enriched positions + summary
Parameters not published.
get_positioning_signalsCrowding score, inst%, short%, headline velocity
Parameters not published.
get_profileAccount types, cash balances (PII-stripped)
Parameters not published.
get_quote_with_sourceLive quote with data-source attribution
Parameters not published.
get_quotes_batchBatch quote fetch (13x faster than serial)
Parameters not published.
get_risk_metricsVol, Sharpe, Sortino, VaR 95%, ES, max DD
Parameters not published.
get_skill_track_recordBacktest 13 codified-rule skills (3-5yr)
Parameters not published.
get_tax_loss_candidatesUnderwater positions for harvesting
Parameters not published.
get_technicalsSMA, RSI, MACD, Bollinger, Minervini stage
Parameters not published.
get_triggered_alertsRecent alert events from local log
Parameters not published.
get_xrayETF exposure expansion + sector breakdown
Parameters not published.
list_analysis_modesFilesystem-driven list of all 28 skills + their MCP tools
Parameters not published.
log_recommendationLog rec with entry price, target, stop
Parameters not published.
run_alerts_nowEvaluate alert rules vs live portfolio
Parameters not published.
score_recommendationsMark open recs to market, flag stops/targets hit
Parameters not published.
snapshot_portfolio_equityAppend today's NAV to history (idempotent)
Parameters not published.
snapshot_positioning_historyAppend crowding scores to JSONL (daily)
Parameters not published.
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