Hello everyone,
I’m happy to share what we’ve been working on.
We have built something interesting — 5paisa MCP, an AI companion that brings the power of large language models (LLMs) to portfolio management.
With the Model Context Protocol (MCP), users can now connect Claude (desktop) to their 5paisa account. This enables the use of cutting-edge LLM research to generate personalized insights and make informed trading decisions.
What is MCP?
MCP is an open protocol that allows LLMs to interact with real-world data and take context-aware actions. For instance, if you have custom trading data — such as analyst reports, earnings calendars, or sector-specific news — you can feed it to the LLM to enhance market analysis. In our implementation, we’ve integrated 5paisa’s XStream APIs to provide real-time trading context and enable direct actions within the user’s account.
Explore more: Homepage
Setup guides:
In this community, we will:
- Answer your queries
- Help you with setup and usage
- Share insights on MCP and how AI is shaping the future of trading
Looking forward to engaging and insightful discussions.
2 Likes
What are some common tasks related to stock investments where this MCP can help us? Can you please share some example prompts you found helpful, personally?
Great to have you here Nitish — thanks for joining the community!
Here is the answer to your question regarding how MCP with LLM can assist in stock investments.
Here are the common uses and example prompts I personally use
1. Portfolio Analysis & Monitoring
Understand performance, allocation, and risks in your portfolio.
Prompt: “Analyze my portfolio and flag any underperforming stocks with high risk.”
2. Trade Decision Support
Get AI-backed suggestions before buying or selling a stock.
Prompt: “Should I add more shares of XYZ after today’s earnings report?”
3. Technical & Fundamental Screening
Discover new trade opportunities using custom filters.
Prompt: “Find mid-cap stocks with PE < 20, ROCE > 18%, and positive Q-o-Q growth.”
4. News & Earnings Summary
Stay updated with relevant stock news and result highlights.
Prompt: “Summarize the latest earnings of all my portfolio stocks.”
5. Strategy Backtesting
Validate strategies using historical stock data.
Prompt: “Backtest a moving average crossover strategy on XYZ stock for the last 6 months.”
6. Risk Management
Optimize risk-reward balance and hedge suggestions.
Prompt: “What’s my portfolio beta, and how can I reduce overall risk exposure?”
7. Macro & Sentiment Analysis
Understand how global and domestic factors impact your investments.
Prompt: “What global macro events are likely to affect Indian IT stocks this month?”
1 Like