Kronstadtsoft

Own product · Work 03

Patrimoniu

A portfolio tracking application built around AI agents: through its own MCP server, your AI assistant reads and manages the portfolio, within the limits you approve.

patrimoniu.app ↗

Description

I

An application with an interface for AI agents.

More and more people reach a service through AI assistants, not only through a browser. Patrimoniu has an interface for them too: an MCP server through which the member connects their assistant to their own account, with OAuth 2.1 and explicitly approved access. Prices update automatically, and the data stays in the European Union.

Fact sheet

Agents
own MCP server, with OAuth 2.1
Prices
prices updated automatically, daily net worth
Hosting
Cloudflare Workers, data kept in the European Union
Status
in production, access by invitation

Screenshots

II

The dashboard and the agent diagram.

DashboardDemo data
Screenshot of the Patrimoniu application: the total portfolio value, the allocation by asset class, the 30-day trend and the holdings register, filled with demo data.
Architecture · Agents and dataDiagram
USERBROWSER · AI ASSISTANTWEB APPLICATIONUI · SSRAPIRESTMCP SERVEROAUTH 2.1DATAD1 · R2USERBROWSER · AI ASSISTANTUISSRAPIRESTMCPOAUTH 2.1DATAD1 · R2

Have a project in mind? Let's talk.

Send us a few lines about what you want to build. We reply with specific technical questions about data, integrations, traffic and budget, then with a written architecture proposal.

contact@kronstadtsoft.ro