Using MCP to Plot Strategy Drift

Here is a tutorial of how to use the Finvera MCP server to track strategy drift

To create your free trial API key, you can head over to the API Key Management Dashbord.

Setup

1. Set up the project in your AI IDE.
2. Prompt:

Use the Finvera APIs to retrieve OHLC stock data and the conference calendar for a given ticker (start with HUBS) over the last three quarters.

Requirements:
1.	API Access
	•	Call the REST APIs directly.
	•	Load the API key from an environment variable named FINVERA_API_KEY (from .env).
2.	Data
	•	Get OHLC data for the ticker.
	•	Get conference call events (conference calendar API).
3.	Plotting
	•	Use Matplotlib.
	•	Plot only a line chart of OHLC data (no volume chart).
	•	Overlay and clearly mark conference call dates on the chart.
	•	Each marker should include the full conference call title.
	•	Ensure labels are readable and properly placed.
4.	Time Range
	•	Fetch data for the last three quarters.
5.	Implementation Notes
	•	Structure the script cleanly.
	•	Keep the visualization minimal, clean, and legible.
	•	Make sure all labels, markers, and annotations for events are visible.

3. Enter the chat with Cursor.
4. Check out the results. Cursor plots a series of annotations, over the stock price chart. These annotations are referenced from text within the Earnings Conference Calls.