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

Best fit

391 made for this, ranked by starsRemoteLocal
  1. Financekit @vdalhambra/financekit-mcpStock quotes, technical analysis, crypto prices, and portfolio insights for AI agents5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.7 GitHub stars.
  2. AkTools Pro MCP Server @tchivs/aktools-pro๐Ÿš€ AkTools Pro: ๅขžๅผบๅž‹้‡‘่ž MCP ๆœๅŠกๅ™จใ€‚ๅ†…็ฝฎ็ญ–็•ฅๅ›žๆต‹ใ€ๆจกๆ‹Ÿ็›˜็ฎก็†ๅŠๅฎžๆ—ถๅผ‚ๅŠจ็›‘ๆŽงใ€‚7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.6 GitHub stars.
  3. HeadlessTracker @tamaspetki/headless-trackerRead-only MCP server: your AI sees your crypto portfolio, never your keys. Not financial advice.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.6 GitHub stars.
  4. Personal Finance @sarveshtalele/personal-finance54 robust financial calculators based on deterministic mathematical principles.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.6 GitHub stars.
  5. million @kelows/millionOperate a self-hosted Solana whale tracker and copy-trading deck: positions, rules, token checks.9% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.5 GitHub stars.
  6. Open Markets @danchev/openmarketsFinancial market data, SEC filings, macroeconomic telemetry, and portfolio analytics through MCP.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.5 GitHub stars.
  7. Okama @mbk-dev/okama-mcpPortfolio analytics via the okama library: backtests, Monte Carlo, efficient frontier, PNG charts4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.5 GitHub stars.
  8. India Stock @akhilgovind02/india-stock-mcpIndian stock market: NSE/BSE quotes, fundamentals, mutual fund NAV, F&O chains, IPOs. No API keys.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.5 GitHub stars.
  9. GDEX Trading @gemachdao/gdex-mcp-serverGDEX (gdex.pro) trading for AI agents: spot, perps and HyperLiquid on Solana, EVM and more chains13% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.4 GitHub stars.
  10. Recon Crypto MCP @szhygulin/recon-crypto-mcpSelf-custodial crypto portfolio: read EVM DeFi, sign on Ledger via WalletConnect.9% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.4 GitHub stars.
  11. Spectra @finanzgoblin/spectra-mcp-serverSpectra Finance MCP server: yield discovery, PT/YT, looping, Morpho, 10 chains4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.4 GitHub stars.
  12. comdirect @mad4ms/comdirect-mcpRead-only access to comdirect accounts, transactions, depots, orders and postbox documents.Not assessed yet.Runs on your machine, installed from PyPI.3 GitHub stars.
  13. Finance MCP @blahaj-gif/hitl-finance-mcpMarket data, SEC filings and risk tools for Webull, Saxo and IBKR. Only you can send an order.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.3 GitHub stars.
  14. Agent Wallet @kaditang/agent-wallet-mcpNon-custodial Solana MCP: compare yields, buy tokenized US stocks (xStocks) & Ondo USDY. You sign.12% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.3 GitHub stars.
  15. Qubic @fyllepo/qubic-mcpMCP server for Qubic โ€” balances, prices, transfers, wallets, and more.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.3 GitHub stars.
  16. Evmscope @calintzy/evmscopeEVM blockchain intelligence toolkit for AI agents. 20 tools across 5 chains. Zero config.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.3 GitHub stars.
  17. T-Bank Invest (read-only) @sicness/t-bank-invest-mcp-read-onlyRead-only T-Bank (Tinkoff) Invest API: portfolio, operations, instruments, market data.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.2 GitHub stars.
  18. Quantrisk @78degrees/quantriskPortfolio risk analytics MCP server โ€” VaR, Monte Carlo, stress testing, and more.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.
  19. Alphasmo Tools @alphasmo/alphasmo-toolsCLI + MCP server for SEC 13F institutional holdings, insider trading, and smart money convergence.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.
  20. Paradex Trading @tradeparadex/mcp-paradex-pyMCP server for Paradex perp trading. Market data, accounts, orders, positions, and vaults.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.2 GitHub stars.
  21. Agentrisk @trycoin-ai/agentriskRisk guardrails for AI trading agents. Your agent proposes; your policy decides.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.2 GitHub stars.
  22. VaultPilot MCP @szhygulin/vaultpilot-mcpSelf-custodial crypto + DeFi MCP for AI agents. Ledger-signed. EVM, TRON, Solana, BTC, LTC.13% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.
  23. Lsopenapi @redoxnet/lsopenapiLS Securities OpenAPI MCP server: Korean + overseas stocks, charts, screeners, portfolio, accounts.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from NuGet.2 GitHub stars.
  24. Monad @pareen/monad-mcpMonad blockchain gateway for AI agents: balances, transfers, swaps, DeFi, with Privy signing.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.