Fund Dashboard MCP Server
Enables AI agents to manage and analyze personal investment portfolios, including fund and stock holdings, net value tracking, XIRR calculations, penetration analysis, and backtesting.
README
Fund Dashboard
个人投资组合管理 —— 基金 / 股票持仓、净值追踪、XIRR 年化、穿透分析、回测、MCP server。
功能
- 持仓管理：基金 + 股票（A 股 / 港股 / 美股）统一管理，交易 CRUD，自动快照重算
- 量化分析：XIRR 年化收益率、最大回撤、组合净值走势、盈亏分布、蒙特卡洛模拟、相关性热力图、基金对比雷达、DCA 定投回测
- 穿透分析：基金持仓穿透到底层股票（"我到底买了什么？"），按行业聚合
- MCP Server：34 个 AI Agent 工具（search / portfolio / transactions / admin / operations / securities / market / analysis / report），Streamable HTTP 传输，Bearer key 认证
- 双主题：亮 / 暗主题等重打磨，红涨绿跌（CN 约定），echarts 6 tree-shaking 统一生命周期
- 数据源：天天基金（净值）、Yahoo Finance（美股 / 指数）、东方财富（基金持仓）
技术栈
| 层 | 技术 |
|---|---|
| 后端 | Bun + Hono + native SQLite (packages/server) |
| 前端 | React 18 + Vite 5 + echarts 6 + Cloudflare Kumo (packages/web) |
| 契约 | zod 4 schemas 前后端共享 (packages/contracts) |
| MCP | mcp-lite（zero-deps，Hono-compatible） |
快速开始
# 安装（npm workspaces — 根目录一次性装全部）
npm install
# 开发（web :5176 + server :8765）
npm run dev
# 构建
npm run build
# 测试
npm test
环境变量（packages/server）：
| 变量 | 作用 |
|---|---|
MCP_API_KEY |
admin scope —— REST /api/admin/* + 全部 34 个 MCP tools |
PUBLIC_MCP_KEY |
public scope —— 仅 MCP tools（用于公开暴露，与 admin 物理隔离） |
DB_PATH |
SQLite 路径（默认 data/fund.db） |
CORS_ORIGIN |
允许的前端来源（逗号分隔，默认 localhost） |
MCP Server
/mcp 端点暴露 34 个 AI Agent 工具，可供 Claude / Cursor / Cline 等客户端调用。Streamable HTTP 传输，Bearer key 认证（双 scope）。
# 列出所有 tools
curl -X POST http://localhost:8765/mcp \
-H "Authorization: Bearer $MCP_API_KEY" \
-H "Content-Type: application/json" \
-H "Accept: application/json, text/event-stream" \
-d '{"jsonrpc":"2.0","method":"tools/list","id":1}'
公开暴露时建议前置 nginx 限流 + Cloudflare proxy（隐藏源站 / DDoS），仅 /mcp 路径公开，其余管理接口保持内网保护。
项目结构
packages/
├── server/ Bun + Hono 后端 + MCP + 爬虫
├── web/ React + Vite 前端
└── contracts/ zod schemas（前后端契约 SSOT）
License
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