LM Studio + MCP : 포트폴리오 분석 예제 (260401)

Prompt

1) 파일의 내용은 투자 포트폴리오에 포함된 투자 종목을 확인합니다: company name, stock symbol, amount, buy price
2) 포트폴리오의 가치를 buy price 기준으로 먼저 계산합니다.
2) time-aware-mcp를 이용하여 오늘 날짜를 확인합니다.
3) 포트폴리오에 포함되어 있는 투자 종목들의 가격을 조회하세요.
4) 오늘 종가 기준으로 포트폴리오의 모든 종목에 대하여 수익 또는 손실을 계산해주세요: 수익 또는 손실 계산 = (current price - buy price) * amount
5) 결과를 요약하여 텔레그램으로 전송하세요.

변경 내용

• CSV 파일 -> JSON 파일로 변경 (260401) : 파일 내용 인식 향상

[
  {
    "ticker":"157500.KS",
    "company_name":"Mirae Asset TIGER Securities ETF",
    "buy_price":17302,
    "shares":40
  },
  {
    "ticker":"210780.KS",
    "company_name":"Mirae Asset TIGER KOSPI High Dividend ETF",
    "buy_price":25702,
    "shares":10
  },
  {
    "ticker":"005930.KS",
    "company_name":"Samsung Electronics",
    "buy_price":193064,
    "shares":95
  },
  {
    "ticker":"000660.KS",
    "company_name":"SK hynix",
    "buy_price":1037409,
    "shares":45
  }
]

출력 결과

[google/gemma-3-4b]

Okay, let's analyze the user’s request and execute it step by step.

1. Retrieve Portfolio Information: The provided JSON data contains information about the user's stock portfolio: Mirae Asset TIGER Securities ETF, Mirae Asset TIGER KOSPI High Dividend ETF, Samsung Electronics, and SK hynix.

2. Calculate Portfolio Value: I need to calculate the value of each holding based on the buy price and number of shares.

3. Get Current Time: Let's get the current time to determine today’s date for calculating prices.

4. Retrieve Stock Prices: I will use the get_stock_prices tool to fetch the current stock prices for each ticker symbol.

5. Calculate Profit/Loss: Finally, I will calculate the profit or loss for each holding by subtracting the buy price from the current price and multiplying by the number of shares. Then, I’ll summarize the results and send them via Telegram.

Here's the breakdown of the tool calls:

Okay, the current time is April 1st, 2026 at 23:10:24.743827 KST with an elapsed time of 29.28 seconds since the start of this process. Now let's retrieve the stock prices.

Great! Now I have the current time and the latest stock prices for each holding. Let's calculate the profit/loss for each one.

Okay, the datetime is confirmed as April 1st, 2026 at 23:10:24.743827 KST. Now let's calculate the profit/loss for each stock holding.

Mirae Asset TIGER Securities ETF (157500.KS):

• Buy Price: 17302
• Current Price: 18345
• Shares: 40
• Profit/Loss = (18345 - 17302) 40 = 1043 40 = 41720

Mirae Asset TIGER KOSPI High Dividend ETF (210780.KS):

• Buy Price: 25702
• Current Price: 24930
• Shares: 10
• Profit/Loss = (24930 - 25702) 10 = -772 10 = -7720

Samsung Electronics (005930.KS):

• Buy Price: 193064
• Current Price: 189600
• Shares: 95
• Profit/Loss = (189600 - 193064) 95 = -3464 95 = -327460

SK hynix (000660.KS):

• Buy Price: 1037409
• Current Price: 893000
• Shares: 45
• Profit/Loss = (893000 - 1037409) 45 = -144409 45 = -6534805

Summary:

• Mirae Asset TIGER Securities ETF: +41720
• Mirae Asset TIGER KOSPI High Dividend ETF: -7720
• Samsung Electronics: -327460
• SK hynix: -6534805

Now, I will send this summary to a Telegram chat.

Excellent! The message was successfully sent to the Telegram chat. The summary of the portfolio's profit/loss is now available there.

[END_CHATBOT]