🧠 AI Stock Analyzer - Full Setup Guide

Welcome! Whether you're a tech-savvy developer or just a curious investor, this guide will walk you through how to connect Claude Desktop to your Zerodha portfolio using our AI-powered tools.

🔐 Step 1: Your Locker ID

This is your personal secure key to authorize Claude to use your portfolio tools.

Authorization: Bearer YOUR_LOCKER_ID

Where do I use this?
In Claude Desktop's config file under "Authorization header".

🛠️ Step 2: Requirements

For Everyone (Non-Developers)

Claude Desktop: Download and install from claude.ai/download.
Zerodha Account: Required for portfolio access.
Install Node.js: Go to nodejs.org and download LTS version below 20.

For Developers

Claude Desktop installed on local system
Node.js v18.x preferred, npm and npx included (npx < 10)
Command line tool access (Terminal / Command Prompt)
Optional: Check tool availability with:
```
node -v
npm -v
npx -v
```

📁 Step 3: Configure Claude Desktop

Instructions for Everyone

Open Claude Desktop → Go to Settings → Enable Developer Mode

Click "Edit Config" and paste this:

{
  "globalShortcut": "",
  "mcpServers": {
    "Portfolio-Copilot-kite": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://mcp.aistockanalyser.com/mcp",
        "--auth", "none",
        "--header", "Authorization: Bearer YOUR_LOCKER_ID"
      ]
    }
  }
}

Replace YOUR_LOCKER_ID with the value you received via email.

🧪 Step 4: Testing the Connection

Once Claude restarts, type this command inside Claude:

login_url

This will generate a Zerodha login link. Log in and copy the request_token from the URL.

set_token("REQUEST_TOKEN")

📊 Available Tools

login_url — Zerodha login link
set_token("token") — Finalize auth
get_holdings — Portfolio snapshot
get_live_price("TCS") — Live stock price
calculate_rsi("TCS") — RSI indicator
get_fundamentals("TCS") — Fundamental data
get_latest_news("TCS") — Latest company news
get_earnings_history("TCS") — Past earnings data

🐛 Troubleshooting

Claude not responding? Enable Developer Mode and check config JSON.
npx command not found? Reinstall Node.js, ensure it's added to PATH.
Locker ID error? Check if it was entered correctly inside quotes in config.

💬 Need Help?

Just reply to the email you received or write to sarthakgoel1807@gmail.com — I'm here to help you 1-on-1.

Built with ❤️ by Sarthak — Tech entrepreneur & AI tinkerer