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. Kalshi Kernel @copyleftdev/kalshi-kernelUnofficial safety-focused MCP server for Kalshi market data and explicitly authorized trading6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from Docker.
  2. Artha Council @akira231097/artha-councilAuditable equity research and fail-closed broker execution for US and Indian cash equities.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from Docker.
  3. Walletlens @shawnwollenberg/walletlensEVM wallet reports and Robinhood Stock Token intelligence paid with USDC over x402.9% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  4. Toss Invest @wi9ine/toss-investAccess Toss Securities market, account, and opt-in trading APIs through MCP.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  5. FibX @fibrous/fibxSwap, transfer, portfolio and Aave V3 on Base, HyperEVM and Monad, with the FibX app as MCP Apps UI.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  6. AgentPump @pact-layer/agentpumpOperate the AgentPump agent economy: read the market, create, fund, and run autonomous agents.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  7. Moneo @moneolabs/moneoA guarded wallet for AI agents on Robinhood Chain: a spending policy runs before every signature.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  8. Voltix @clearcheck-uk/voltix-mcpDeFi intelligence for Claude: whale tracking, alpha signals, yields, token safety. USDC on Base.42% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  9. ACB Tax @haiiibin/acb-tax-mcpCanadian ACB and capital gains: average-cost, per-disposition gains, superficial-loss detection.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  10. Kiwoom @gejyn14/kiwoom-mcpKiwoom Securities REST API for Korean markets — 236 endpoints, streaming, gated order execution7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  11. wealthAPI - Superior Wealth Data MCP @wealthapi/mcp-serverRead-only MCP server for wealthAPI: portfolio, cash-flow, and dividend insights for AI assistants.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  12. Comprabtc @csacanam/comprabtcNon-custodial Bitcoin DCA for agent treasuries: approve USDT once, stack WBTC on Celo forever.10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  13. Furlpay Cli @furlpay/furlpay-cliStablecoin payments, swaps, stock orders, market data, travel booking, yield and card controls.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  14. Kalshi @yakub268/kalshiSearch, analyze, and trade Kalshi prediction markets through Claude Desktop7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  15. Tradestaq @the-staq/tradestaq-mcpAI-powered crypto trading tools. Strategies, backtests, bots, and portfolio management.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  16. Sentinel Execution @rohith1125/sentinel-execution-mcpAI-controlled algorithmic trading engine exposing 40 MCP tools across 9 namespaces.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  17. SAGE — Solver-Augmented Grounding Engine @pragnakar/sage-solver-mcpLLM-native optimization solver: LP, MIP, portfolio & scheduling via HiGHS/OR-Tools.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  18. Limitless MCP Server @joinquantish/limitlessMCP server for Limitless Exchange prediction markets on Base7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from a package registry.
  19. Obol @halfkey/obolSolana agent gateway via x402. Wallet, token, DeFi, and swap tools. Pay per request.10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  20. Finhay Securities (FHSC) MCP @finhay/mcp-serverFinhay Securities — stock prices, portfolio, gold, crypto, and macro data via AI6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  21. Angel One @ameernoufil/angel-oneAngel One SmartAPI MCP for orders, portfolio, market data, GTT rules, charges, and margin.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  22. Local-first personal finance MCP @adelaidasofia/finance-mcpLocal-first personal finance MCP. Aggregates bank, brokerage, credit, and loan accounts via Plaid.…9% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from MCPB.
  23. Atv @aarna-ai/atvAccess Aarna's DeFi yield vaults — query NAV/TVL/APY, build transactions, track portfolios.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  24. Capital.com MCP Server @simontarara62/capitalcom-mcp-serverUnofficial community MCP for the Capital.com Open API. Guarded two-phase trades; demo-first.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.