Investment portfolios MCP servers

A server here tracks or manages investment holdings, portfolios or wealth.

Not here: single stock quotes alone.

564servers
388 remote176 localTagged by Odel's AI, which can make mistakes
By GitHub stars, at most two per publisher
  1. Number 1: MoneyMatter@letehaha/moneymatterPersonal finance tracker: accounts, transactions, budgets, investments and analytics over OAuth.Not assessed yet.A remote server; you sign in with your account.162 GitHub stars.
  2. Number 2: Tapetide - Indian Stock Market MCP@tapetide/stock-research-mcp55 tools for Indian stock markets — NSE & BSE quotes, screener, filings, FII/DII, options6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.136 GitHub stars.
  3. Number 3: openInvest@longsizhuo/openinvestInvestment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.110 GitHub stars.

Best fit

391 made for this, ranked by starsRemoteLocal
  1. Copilot Money @ignaciohermosillacornejo/copilot-money-mcpQuery and manage Copilot Money personal finances — local reads, opt-in GraphQL writes.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.83 GitHub stars.
  2. gnucash-mcp @ninetails-io/gnucash-mcpTalk to your GnuCash books: a financial dashboard, statements reconciled in one call, and invoicing.Not assessed yet.Runs on your machine, installed from MCPB.76 GitHub stars.
  3. Trade It @tradeit/mcpTrade stock, crypto, and options on Robinhood, ETrade, Webull, Charles Schwab, Coinbase, or Kraken.13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.60 GitHub stars.
  4. Hummingbot MCP @hummingbot/mcpMCP server exposing Hummingbot API for automated multi-exchange trading5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from Docker.59 GitHub stars.
  5. Stockbit MCP @ino-xious/stockbit-mcpIndonesian exchange (IDX) via your own Stockbit account: quotes, bandarmology, charts. Unofficial.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.51 GitHub stars.
  6. Quicken Mac @dweekly/quicken-mac-mcpRead-only access to Quicken For Mac financial data: transactions, spending, and portfolios.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.44 GitHub stars.
  7. Trayd @teamtrayd/trayd-mcpTrade Robinhood through natural language in Claude Code.13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.42 GitHub stars.
  8. Universal Blockchain MCP @nirholas/universal-crypto-mcpUniversal blockchain MCP - swaps bridges staking lending Ethereum Arbitrum13% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from a package registry.42 GitHub stars.
  9. Robinhood Portfolio Research @verygoodplugins/robinhood-mcpRead-only research tools for Robinhood portfolio data6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.39 GitHub stars.
  10. T-Bank MCP @icyberdeveloper/tbank-mcpT-Bank (Т-Банк) mobile banking: accounts, cards, transfers, bill pay, grocery, tickets, travel23% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.36 GitHub stars.
  11. DeFi Trading Agents @nirholas/defi-agentsDeFi agent definitions JSON API - crypto trading portfolio management bots7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from a package registry.35 GitHub stars.
  12. Kalshi @9crusher/mcp-server-kalshiMCP server for end-to-end trading on Kalshi prediction markets: discover, research, trade.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.30 GitHub stars.
  13. RoboSystems @robosystems/robosystemsAccounting knowledge graphs: SEC XBRL filings, QuickBooks ledgers, reports and forecasts over MCP.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.28 GitHub stars.
  14. Webull OpenAPI @webull-inc/webull-openapi-mcpMCP server for Webull OpenAPI: trading and market data access for AI assistants6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.28 GitHub stars.
  15. Banco MCP @douglac/banco-mcpBrazilian Open Finance MCP — 30+ banks (Itaú, Nubank, etc.) to Claude/Cursor. Read-only.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.24 GitHub stars.
  16. Ghostfolio MCP @mhajder/ghostfolio-mcpMCP server for Ghostfolio portfolio management and financial data access4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.22 GitHub stars.
  17. Hive Intelligence MCP @hiveintelligence/mcpEvidence-backed crypto due diligence with sources, freshness, and a runtime receipt on every call.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.20 GitHub stars.
  18. IBKR Portfolio Builder @adwiteeymauriya/ibkr-portfolio-builder-mcpTop-down IBKR research: 468 typed screeners tagged by strategy intent, news, account access.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from a package registry.19 GitHub stars.
  19. Ledgr @kentaniguchi-r/ledgrSelf-hosted personal finance app with bank sync, budgets, net worth and investment tracking4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from Docker.18 GitHub stars.
  20. FinStack MCP @finstacklabs/finstack-mcpIndia-first MCP server for NSE/BSE, fundamentals, analytics, and market research workflows.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.18 GitHub stars.
  21. Polymarket Agent @demwick/polymarket-agent-mcpPolymarket trading, market discovery, copy trading and backtesting — 48 MCP tools.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.16 GitHub stars.

Also touches on Investment portfolios

171 where it is one part of a bigger job