# SigVest

> SigVest is an AI finance agent platform. Two ways to use it: hire specialized
> agents in the web app that monitor your portfolio 24/7 and report to a unified
> feed, or connect the SigVest MCP Server to Claude, Cursor, or Windsurf for 14
> portfolio-aware finance tools. Free tier available on both.

Canonical host: https://www.getsigvest.com (the apex getsigvest.com redirects here).
Not investment advice — SigVest provides monitoring and analysis, not personalized
recommendations from a licensed advisor.

## MCP Server

- Endpoint: https://mcp.getsigvest.com/mcp (Model Context Protocol, streamable HTTP)
- Auth: bearer token. Create an API key at https://www.getsigvest.com/mcp
- Free tier: 50 credits/month
- Clients: Claude Desktop, Cursor, Windsurf, any MCP-compatible agent. No SDK install.
- Machine-readable manifest: https://www.getsigvest.com/.well-known/mcp/server.json
  (official MCP registry server.json format; registry name com.getsigvest/sigvest)

Client config:

    {
      "mcpServers": {
        "sigvest": {
          "url": "https://mcp.getsigvest.com/mcp",
          "transport": "streamable-http",
          "headers": { "Authorization": "Bearer YOUR_API_KEY" }
        }
      }
    }

### MCP tools (14)

- analyze_portfolio: Analyze portfolio risk, performance, and health
- check_drift: Check if allocations drifted from targets
- generate_rebalance_plan: Generate a rebalance plan
- run_scenario: What-if scenario analysis
- compare_benchmarks: Compare vs SPY, QQQ, AGG
- screen_positions: Health signals per holding
- get_sector_exposure: Sector and factor exposure
- get_risk_metrics: Sharpe, VaR, beta, drawdown
- get_news_impact: News filtered to portfolio-affecting events
- get_morning_brief: Personalised daily portfolio brief
- get_earnings_calendar: Upcoming earnings with implied moves
- get_sentiment: News sentiment per ticker or sector
- get_implied_moves: Options-implied earnings move estimates
- scan_tax_harvest: Tax-loss harvesting opportunities

### MCP docs

- [MCP overview](https://www.getsigvest.com/mcp): What the server does and how to connect
- [MCP documentation](https://www.getsigvest.com/mcp/docs): Setup, tool reference, example prompts
- [MCP pricing](https://www.getsigvest.com/mcp/pricing): Credit tiers
- [MCP case study](https://www.getsigvest.com/blog/sigvest-mcp-server-real-world-impact): Real user workflows

## Agents (web app)

Hire agents at https://www.getsigvest.com/agents. Each runs on a schedule and posts
to your feed. Detail page per agent at /agents/<slug>.

- [Drift Monitor](https://www.getsigvest.com/agents/drift-monitor): Alerts when allocation drifts past your threshold
- [Morning Brief](https://www.getsigvest.com/agents/morning-brief): Daily 7AM summary of overnight movers and macro context
- [Decision Log Keeper](https://www.getsigvest.com/agents/decision-log-keeper): Immutably logs every recommendation with rationale
- [Activity Digest](https://www.getsigvest.com/agents/activity-digest): Scheduled email digest of your agent team's output
- [Earnings Watcher](https://www.getsigvest.com/agents/earnings-watcher): Pre/post earnings intelligence for your holdings
- [News Impact](https://www.getsigvest.com/agents/news-impact): Filters news to events affecting your tickers
- [Risk Sentinel](https://www.getsigvest.com/agents/risk-sentinel): Drawdown, VaR, and concentration alerts
- [Rebalance Advisor](https://www.getsigvest.com/agents/rebalance-advisor): Specific rebalance plans when drift triggers
- [Benchmark Tracker](https://www.getsigvest.com/agents/benchmark-tracker): Performance vs SPY, QQQ, AGG
- [Tax Harvester](https://www.getsigvest.com/agents/tax-harvester): Scans for tax-loss harvesting opportunities
- [Dividend Health](https://www.getsigvest.com/agents/dividend-health): Dividend sustainability scoring
- [Income Calendar](https://www.getsigvest.com/agents/income-calendar): Ex-dates and income forecasts
- [Momentum Scanner](https://www.getsigvest.com/agents/momentum-scanner): RSI, MACD, and relative strength
- [FIRE Progress](https://www.getsigvest.com/agents/fire-progress): Tracks FI number and years-to-FI
- [Factor Exposure](https://www.getsigvest.com/agents/factor-exposure): Decomposes ETF factor tilts
- [Concentration Risk](https://www.getsigvest.com/agents/concentration-risk): Models concentration drawdown scenarios
- [ESG Alignment](https://www.getsigvest.com/agents/esg-alignment): Portfolio E/S/G scoring
- [Options Desk](https://www.getsigvest.com/agents/options-desk): Options strategy context
- [Crypto Watcher](https://www.getsigvest.com/agents/crypto-watcher): 24/7 crypto portfolio monitoring
- [Retirement Planner](https://www.getsigvest.com/agents/retirement-planner): Long-horizon retirement modelling

## Products

- [Portfolio analysis](https://www.getsigvest.com/products/portfolio-analysis)
- [Risk assessment](https://www.getsigvest.com/products/risk-assessment)
- [AI scenarios](https://www.getsigvest.com/products/ai-scenarios)
- [Market insights](https://www.getsigvest.com/products/market-insights)
- [Performance tracking](https://www.getsigvest.com/products/performance-tracking)
- [LLM analysis](https://www.getsigvest.com/products/llm-analysis)

## Site

- [Pricing](https://www.getsigvest.com/pricing): Free, Pro, and Advisor tiers for agents
- [Documentation](https://www.getsigvest.com/documentation): Platform docs
- [Blog](https://www.getsigvest.com/blog): Portfolio analysis, MCP, and market articles
- [About](https://www.getsigvest.com/about)
- [Contact](https://www.getsigvest.com/contact): hello@getsigvest.com
- [Sitemap](https://www.getsigvest.com/sitemap.xml)

## Optional

- [Blog strategy](https://www.getsigvest.com/blog-strategy)
- [Competitor benchmark](https://www.getsigvest.com/competitor-benchmark)
- [Growth Copilot campaign](https://www.getsigvest.com/campaign/growth-copilot)

## Not for crawling

Authenticated app routes are disallowed in robots.txt and return no public content:
/feed, /chat, /portfolio, /briefs, /decisions, /settings, /benchmarks, /earnings,
/scenarios, /advisor, /deep-dive, /login, /signup, /api/, /admin/