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This example shows how to use FinMCP to track a portfolio, monitor individual positions, and analyze dividend income.

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Scenario: Tracking Your Portfolio

Let’s say you have a portfolio with several holdings and want to monitor performance and income.

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Step 1: Get Current Prices

Prompt to AI:
“Get the latest prices for my portfolio: Apple, Microsoft, Johnson & Johnson, and Vanguard S&P 500 ETF”
The AI uses yf_download for a quick snapshot: 
{
  "tickers": "AAPL MSFT JNJ VOO",
  "period": "1d",
  "interval": "1d"
}
Response: Returns the most recent trading day’s OHLCV data for all tickers.

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Step 2: Track Historical Performance

Prompt to AI:
“Show me how these stocks performed over the past 6 months”
The AI uses yf_tickers_history: 
{
  "tickers": "AAPL MSFT JNJ VOO",
  "period": "6mo",
  "interval": "1d",
  "group_by": "ticker"
}
Response: Returns 6 months of daily price history grouped by ticker for easy comparison.

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Step 3: Monitor Dividend Income

Prompt to AI:
“Show me all dividends paid by Johnson & Johnson”
The AI uses yf_ticker_dividends: 
{
  "ticker": "JNJ"
}
Response: Returns complete dividend history with payment dates and amounts. Prompt to AI:
“Get the dividend history for all my dividend-paying stocks”
For each dividend stock, the AI uses yf_ticker_dividends: 
{
  "ticker": "JNJ"
}

{
  "ticker": "MSFT"
}

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Step 4: Check Upcoming Events

Prompt to AI:
“When is Apple’s next earnings report?”
The AI uses yf_ticker_calendar: 
{
  "ticker": "AAPL"
}
Response: Returns upcoming events including earnings date, ex-dividend date, and dividend amount.

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Step 5: Export Portfolio Data

Prompt to AI:
“Export my portfolio’s 1-year performance to a CSV file called portfolio_2025.csv”
The AI uses yf_tickers_history with save parameter: 
{
  "tickers": "AAPL MSFT JNJ VOO",
  "period": "1y",
  "interval": "1d",
  "group_by": "ticker",
  "save": {
    "format": "csv",
    "filename": "portfolio_2025.csv"
  }
}
Response: Returns data preview and saves the complete dataset to portfolio_2025.csv.

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Advanced Portfolio Analysis

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Tracking Splits and Corporate Actions

Prompt to AI:
“Check if any of my stocks had splits recently”
The AI uses yf_ticker_splits for each ticker: 
{
  "ticker": "AAPL"
}
Response: Returns stock split history with dates and split ratios.

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Monitoring Cost Basis Adjustments

Prompt to AI:
“Get all corporate actions for Microsoft”
The AI uses yf_ticker_actions: 
{
  "ticker": "MSFT"
}
Response: Returns both dividends and splits in a single DataFrame.

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Analyzing Holdings

Prompt to AI:
“Show me detailed information about my ETF holdings”
For VOO (Vanguard S&P 500 ETF), the AI uses yf_ticker_funds_data: 
{
  "ticker": "VOO"
}
Response: Returns fund-specific data like top holdings, sector weightings, and expense ratio.

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Building a Complete Portfolio Dashboard

Here’s how you might ask for a comprehensive portfolio update: Prompt to AI:
“Give me a complete portfolio update for AAPL, MSFT, JNJ, and VOO”
AI would use:
  1. yf_tickers_history - Recent price data (1 week)
  2. yf_ticker_info - Key metrics for each (P/E, market cap, etc.)
  3. yf_ticker_dividends - Dividend history for each
  4. yf_ticker_calendar - Upcoming events for each
  5. yf_ticker_news - Recent news for portfolio holdings

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Dividend Income Tracking

Prompt to AI:
“Calculate my total dividend income from JNJ over the past 5 years”
The AI uses yf_ticker_dividends: 
{
  "ticker": "JNJ"
}
You can then multiply the dividend amounts by your share count to calculate total income. Prompt to AI:
“Export all dividend data for my holdings”
For a multi-ticker dividend export: 
{
  "ticker": "AAPL",
  "save": {
    "format": "csv",
    "filename": "aapl_dividends.csv"
  }
}
Repeat for each dividend-paying stock.

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Rebalancing Analysis

Prompt to AI:
“Show me year-to-date performance for my portfolio”
The AI uses yf_tickers_history: 
{
  "tickers": "AAPL MSFT JNJ VOO",
  "period": "ytd",
  "interval": "1d",
  "group_by": "ticker"
}
This helps identify which positions have grown or shrunk relative to others.

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Common Portfolio Tracking Prompts

  • “Get today’s closing prices for AAPL, MSFT, GOOGL”
  • “Show me 1-year returns for my tech stocks”
  • “When is the next ex-dividend date for AT&T?”
  • “Get the full dividend history for Procter & Gamble”
  • “Export 2 years of monthly data for my entire portfolio”
  • “Check if any of my stocks announced splits”
  • “Show me analyst ratings for my holdings”
  • “Get the latest news for stocks I own”

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Tips for Portfolio Management

  • Use period: "1d" for daily monitoring and quick price checks
  • Set interval: "1wk" or "1mo" for long-term trend analysis
  • Use auto_adjust: true to get adjusted prices accounting for splits and dividends
  • Export data regularly with the save parameter to maintain historical records
  • Use yf_ticker_fast_info for quick portfolio scans without full company data
  • Combine yf_ticker_dividends with yf_ticker_splits to calculate accurate cost basis
  • Set up regular checks of yf_ticker_calendar to track ex-dividend dates
  • Use response_format: "markdown" for human-readable portfolio reports

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Example: Complete Portfolio Export

To export everything at once: Prompt to AI:
“Create a comprehensive data export of my portfolio with 1 year of price history, dividend history, and current fundamentals”
The AI would:
  1. Export historical prices to portfolio_prices.csv
  2. Export dividend data to portfolio_dividends.csv
  3. Export company info to portfolio_info.json
Each export uses the save parameter: 
{
  "tickers": "AAPL MSFT JNJ VOO",
  "period": "1y",
  "save": {
    "format": "csv",
    "filename": "portfolio_prices.csv"
  }
}

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