Investment portfolios MCP servers

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

Not here: single stock quotes alone.

566servers
391 remote176 localTagged by Odel's AI, which can make mistakes

Best fit

393 made for this, ranked by starsRemoteLocal
  1. Keel — Hyperliquid trading agent @keel-trade/keel-tradeBuild, backtest, and automate Hyperliquid trading strategies — typed, deterministic, live parity.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.2 GitHub stars.
  2. Apple Stocks @helderpgoncalves/apple-stocks-mcpReads your macOS Apple Stocks watchlist, quotes and fundamentals locally. Read-only, no network.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.
  3. OKX MCP Server @aahl/mcp-okxMCP Server for okx.com8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.2 GitHub stars.
  4. Haiku DeFi MCP @haiku-trading/haiku-mcp-serverDeFi execution for AI agents — swap, lend, bridge, and yield across 22 chains.10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.
  5. Tradernet @verbart/tradernet-mcp-serverMCP server for Tradernet/Freedom24 trading API — portfolio, orders, quotes, and more6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  6. Arcus Agent Gateway @alekskram/arcus-agent-gatewayRead-only MCP gateway to 194 tokenized US equities on Robinhood Chain: quotes, holders, whale moves.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.1 GitHub stars.
  7. Ledger @eternal-roman/ledgerExact-decimal double-entry for agents. Call MCP tools; do not do money math in tokens.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  8. Asset Management @disin7c9/asset-managementDrawdown-first risk for your stock/ETF book — every number from a validated core, not the model.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from MCPB.1 GitHub stars.
  9. Pear @marvelnwachukwu/mcp-pearMCP server for Pear Protocol: markets, positions, orders, portfolio, and gated trade execution.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  10. Kiwoom Securities MCP Server @chunsam/kiwoom-mcp-serverRead-only MCP server for the Kiwoom Securities REST API: market data, account inquiry, ISA tax tool4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  11. multichain-mcp @wkalidev/multichain-mcpMCP server for AI agents — Stacks, Celo, and Base in one npm package.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  12. Tradernet @verbart/tradernet-mcpMCP server for Tradernet/Freedom24 trading API — portfolio, orders, quotes, and more6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  13. PexBot @mikusnuz/pexbot-mcpPexBot simulated spot/futures trading, competitions, portfolios, and AI analytics.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  14. Hyperd @hyperd-ai/hyperd-mcpPre-trade DeFi intelligence: 24 paid x402 tools incl. 6 synthesis verdicts, USDC on Base.10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  15. eToro MCP Server @gabrielcerutti/etoro-mcp-serverConnect AI assistants to eToro for portfolio analysis, market research, and trading.9% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  16. Hyre @cryptoeights/hyre-mcp17 DeFi + RWA tools — PumpFun, wallet PnL, Meteora LP, Robinhood Chain stocks — paid via x402.26% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  17. The13f MCP @the13f/mcpInstitutional 13F intelligence: 8,600+ managers, holdings, peer search, sector flows.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.1 GitHub stars.
  18. IRL Gateway @norve-labs/irl-gatewayAn AI agent's trading mandate it can't break: checked before every order, reasoning sealed in IRL.Not assessed yet.Runs on your machine, installed from PyPI.
  19. Stochastly Desktop @stochastly/desktopLocal MCP access to Stochastly desktop nodes, diagnostics and research tools.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  20. AI Crypto Sniper MCP @aicryptosniper/ai-crypto-sniper-mcpAI-assisted Solana trading bot with 331 MCP tools across Meme, Spot, Perpetuals, and Mirror modes.27% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  21. Ripio (community, read-only) @ruizemanuel/ripio-community-mcpUnofficial, read-only MCP server for your Ripio account: balances, activity, prices and deposits.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  22. AI Crypto Sniper MCP (renamed) @solsniperbot/solana-snipe-bot-mcpRenamed to AI Crypto Sniper. Use com.aicryptosniper/ai-crypto-sniper-mcp instead.28% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  23. Deadlatch @diabloluo/deadlatchLocal advisory pre-trade risk gate for agents. Never places orders.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  24. Madjik Io MCP @madjik-io/mcp-serverQuantum-finance market metrics for AI agents, computed by the Black Belt Labs engine.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.