Rise of Ai could destroy lot of careers in next 5 years, biggest impact will be for Investment Advisors & Research Analyst. I just used @zerodhaonline MCP + Claude AI to analyse my portfolio and suggest what needs to be done. I was amazed by its output. Here's how you can do it
First you need to Download and install Node.js from and install Claude Desktop application.
Go to Claude Settings
Click on Developer
Click Edit Config and add the below config , save and restart Claude Desktop
{
"mcpServers": {
"kite": {
"command": "npx",
"args": ["mcp-remote", "
}
}
}
First you need to autheticate with your Zerodha credentials. Once done, you can give necessary prompts to analyze your portoflio.
It would automatically fetch your holdings and perform the analysis. Within minutes, you will get a Portfolio Analysis Report.
It can perform detailed analysis of both your equity holdings and mutual fund holdings and give you detailed summary about it.
Considering current market conditions, I have asked Claude ai to suggest portfolio rebalance. It did the market research instantly and told me what's wrong with my portfolio and what needs to be done.
Claude Ai suggested what are the list of stocks i should sell from my portfolio and what i should i replace it with along with capital allocation. How much % i should allocate with each sector/stocks.
Without writing a single line of code, with plain simple english anyone could perform such robust analysis instantly. If you are still reluctant to learn about ai, then you will be left far behind the race. Using ai tools rightly could immensely save your time and efforts.
Here's the detailed blog post https://www.kirubakaranrajendran.com/blog/how-ai-is-revolutionizing-personal-investment-analysis-a-step-by-step-guide-to-using-zerodha-mcp-claude-ai
