Etoro Portfolio Agent

eTRADER — eToro Portfolio Agent

[](LICENSE) [](etoro-mcp/requirements.txt) [](https://modelcontextprotocol.io) [](https://claude.com/claude-code)

A personal eToro portfolio agent for Claude Code, backed by a local Python MCP server that wraps the eToro Public API. Track positions, analyze instruments, manage risk, and execute confirmation-gated trades — all from a Claude Code session.

How it works

Claude Code loads this project and operates as eTRADER, a disciplined portfolio agent defined in [agent instruction/etoro-trader-project-instructions.md](agent%20instruction/etoro-trader-project-instructions.md). The agent talks to eToro through a project-scoped MCP server (etoro-mcp/server.py, stdio transport) that exposes tools for:

| Skill | Tools | |---|---| | Identity | get_profile | | Tracking | get_portfolio, get_positions, get_balances, get_pnl | | History | get_trading_history | | Market data | search_instruments, get_instrument_by_symbol, get_instrument_by_id, get_rates, get_candles | | Watchlists & alerts | get_watchlists, add_to_watchlist, create_price_alert, get_price_alerts | | Execution (opt-in) | create_order, close_position, cancel_order, modify_position |

Hard guardrails

These are baked into the agent instructions and are non-negotiable:

• Confirmation gate — no order is created, modified, or closed without explicit confirmation of the exact order ticket in the current conversation.
• Demo-first — new strategies run in demo mode before real.
• Stop-loss required — every new position ships with a stop-loss.
• Position sizing — default risk ≤1% of equity per trade; single positions capped at 10% of equity.
• Capital preservation ranks above profit capture. Always.

Setup

Requirements: Python 3.14+, a Claude Code installation, and eToro API keys (create them in eToro under Settings → Trading → API Key Management).

./install-etoro-mcp.sh

The installer creates etoro-mcp/.venv, installs pinned dependencies from etoro-mcp/requirements.txt, and writes a project-scoped .mcp.json from your keys.

Alternatively, copy .mcp.json.example to .mcp.json and fill it in by hand.

Configuration (.mcp.json env vars)

| Variable | Purpose | |---|---| | ETORO_API_KEY | Public API key (identifies the app) | | ETORO_USER_KEY | User key from API Key Management | | ETORO_MODE | demo or real | | ETORO_ENABLE_TRADING | true to enable the execution tools |

Change mode or trading by editing .mcp.json and restarting the Claude Code session. Verify the server with claude mcp list or /mcp.

> .mcp.json contains your API keys — it is gitignored and must never be committed.

Usage

Start Claude Code in the project directory and talk to it in plain language:

• "How's my portfolio?" — snapshot with positions, P&L, and risk flags
• "Analyze TSLA" — multi-timeframe technical read with an enter/wait/avoid verdict
• "Buy $500 of AAPL with a 5% stop" — presents an order ticket, executes only on your confirmation
• "Risk check" — concentration, aggregate risk-at-stop, drawdown protocol
• "Weekly review" — win rate, expectancy, and an honest behavioral diagnosis

Project layout

| Path | Purpose | |---|---| | agent instruction/ | The eTRADER role definition | | etoro-mcp/server.py | The MCP server (single source) | | etoro-mcp/requirements.txt | Pinned dependencies | | .mcp.json.example | Key-free config template | | install-etoro-mcp.sh | One-shot installer | | memory/ | Agent memory — one fact per file, indexed in memory/MEMORY.md (local-only; see memory/MEMORY.md.example) | | CHANGELOG.md | Notable changes, feature by feature |

Contributing

Issues and PRs are welcome. Please develop against demo mode only, never commit .mcp.json or any file containing keys, and keep the hard guardrails intact — changes that weaken the confirmation gate or stop-loss requirements won't be merged.

License

[MIT](LICENSE)

Disclaimer

This is a personal tool, not financial advice. Trading involves risk of loss; the agent is explicit that markets are probabilistic and never promises profit. Use demo mode first.

Source & license

This open-source MCP server is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: mattsebastianh
• Source: mattsebastianh/etoro-portfolio-agent
• License: MIT

Install and usage instructions live in the source repository linked above.