Is my portfolio private?

Yes. Every position is stored under your account id, and the only ways to reach it are your login session on the website or an API key issued to your account. No other user, key, or anonymous caller can read or change it.

Which file formats can I upload?

CSV, TSV/TXT, and Excel (.xlsx, .xls, .xlsm — first sheet). Columns are matched by header name: symbol/ticker, quantity/qty/shares, avgCost/cost/price, optional side and notes. A headerless file is read as symbol, quantity, avgCost, side. Up to 2,000 rows per upload.

Which MCP tools manage the portfolio?

get_portfolio_positions, add_portfolio_position, import_portfolio_csv, remove_portfolio_position and clear_portfolio, all on https://www.stashgamma.com/api/dataapi/mcp with your API key. The write tools are flagged destructive so assistants ask before running them; clear_portfolio also requires confirm: true.

Does it count against my API quota?

Each portfolio tool call counts as one request against the same hour/day/week quota as the EOD data tools (300 per hour on the free tier). Uploads and edits on the website do not use the API quota.

Does it place trades or connect to my broker?

No. It is a record of positions you enter or upload — for tracking, cost basis and letting your assistant reason about what you hold. It never connects to a brokerage and never places orders. Not investment advice.

Private per-account portfolio · Free API key

Track your positions from your AI assistant or a spreadsheet

Tell Claude, ChatGPT, or any MCP-capable agent what you bought and it lands in a portfolio only your account can see. Or upload the CSV / Excel export your broker already gives you. Read it back from the website or from any assistant holding your key. Never connects to a broker, never places orders.

https://www.stashgamma.com/api/dataapi/mcp

1. Get a free API key

Sign in, open Profile → Developer API and click Get free key. The key is issued to your account, which is what keeps your portfolio separate from everyone else's — an assistant holding it can only see and change your positions.

2. Connect your assistant

Claude Code:

claude mcp add --transport http stashgamma https://www.stashgamma.com/api/dataapi/mcp --header "X-Api-Key: sg_live_..."

Claude.ai / Claude Desktop (Settings → Connectors → Add custom connector), or any client that only takes a URL:

https://www.stashgamma.com/api/dataapi/mcp/sg_live_...

OpenAI Responses API:

{ "type": "mcp", "server_label": "stashgamma", "server_url": "https://www.stashgamma.com/api/dataapi/mcp",
  "headers": { "X-Api-Key": "sg_live_..." }, "require_approval": "never" }

Full click-by-click setup on the Claude & ChatGPT guide.

3. Just tell it what you hold

“Add 100 shares of NVDA at 120.50 to my portfolio.”
“I bought 50 more AAPL at 230 — merge it into my existing lot.”
“Here is my broker export, import it: symbol,qty,cost\nMSFT,40,412.10\nQQQ,25,690”
“What am I holding and what is my total cost basis?”
“Remove my short TSLA position.”
“Pull the latest close for everything in my portfolio and tell me the unrealized P&L.”

The last prompt combines the portfolio tools with get_latest_quote from the same server — the assistant reads your positions, fetches each close, and does the arithmetic.

4. Or upload a CSV / Excel file

On Profile → Portfolio choose a .csv, .xlsx or .xls file. Columns are matched by header name, so most broker exports work unchanged. A headerless file is read as symbol, quantity, avgCost, side.

symbol,quantity,avgCost,side,notes
NVDA,100,120.50,Long,core
AAPL,50,230.00,Long,
QQQ,3,690.00,Short,hedge

Recognized headers

symbol / ticker · quantity / qty / shares · avgCost / cost / price / entry · side / direction · notes / comment

Rules

Same symbol + side rows merge with a weighted average cost · negative quantity = Short · $ and , are fine · up to 2,000 rows · merge keeps what is not in the file, replace makes the file the whole portfolio

The five tools

Tool	Input	Returns
get_portfolio_positions	portfolio? (named list, default "default")	symbol, side, quantity, average cost, cost basis, notes — plus the total cost basis
add_portfolio_positionwrite	symbol, quantity, avg_cost?, side? (Long\|Short), notes?, mode? (replace \| add)	the saved position; "add" merges into an existing lot with a quantity-weighted average cost
import_portfolio_csvwrite	csv text, mode? (merge \| replace)	counts added / updated / removed and any per-row errors
remove_portfolio_positionwrite	symbol, side?	the removed position
clear_portfoliowrite	confirm: true, portfolio?	number of positions removed

Write tools are annotated destructiveHint, so assistants ask before running them; clear_portfolio also requires confirm: true. Each call counts as one request against the same hour/day/week quota as the EOD data tools. Errors come back as isError tool results, so the agent can read the reason and fix its input.

How isolation works

Positions are stored under your account id. Every read and write is scoped to that id on the server — there is no way to name another user.
Over MCP the account comes from the API key. Rotating the key (Profile → Developer API) instantly cuts off any assistant still holding the old one.
The key-free public options analyzer server has no portfolio tools at all — anonymous callers have no account to write into.
Uploads are parsed on the server with the same rules as the MCP importer; your file is not stored, only the positions it yields.

Your positions, wherever you ask about them

Get a free key, connect your assistant, or just upload the file. Not investment advice — a tracker, not a broker.

Open my portfolio MCP reference