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. Flipcoin @mrtalecky/flipcoinAgent-first prediction markets on Base. Trade, quote, create markets via MCP.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  2. Quant Research MCP @flawlessbyte/quant-research-mcpPaper-backed quant trading methods and a deterministic, no-LLM decision helper for serious traders.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  3. Personal Finance Ai @csoai-org/personal-finance-ai-mcpPersonal Finance Ai MCP Server by MEOK AI Labs10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  4. Crypto Tracker Ai @csoai-org/crypto-tracker-ai-mcpCrypto Tracker Ai MCP Server by MEOK AI Labs11% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  5. Coin Railz MCP @coinrailz/mcp63 paid services via USDC: crypto analytics, satellite, IoT, AI inference, prediction markets.13% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  6. AllocContext @alloccontext/alloc-contextSelf-host MCP: portfolio crypto context for agents. PyPI stdio; MIT.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  7. Pairbook @pairbook-io/pairbook-mcpPortfolio risk analysis, correlation and ETF overlap for 4,700+ US stocks and ETFs. Free, no key.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  8. Shelter @nextauralabs/shelterConnect AI agents to scoped financial context from your own Shelter account6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  9. Fundlens @mguay22/fundlensSEC fund holdings for AI agents: who holds X, what changed, returns, flows, and fund overlap.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  10. THRYX Portfolio @lordbasilaiassistant-sudo/thryx-portfolioRead-only MCP server for the THRYX onchain portfolio (14 contracts on Base mainnet).4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  11. Firma @evan-moon/firmaLocal-first portfolio tracker for overseas investors. Claude reads and writes your finances via MCP.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  12. Finance @cybeleri/financeFinancial data MCP server: stock quotes, crypto prices, portfolio tracking, market analysis5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  13. Riv @christopher-as/riv-mcpRiv MCP: spend authorization and governed trading (place_order, positions, market data, policies).8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  14. FINOPTIMA @toutcreer/finoptimaAI trading agent: multi-pool AMM, 4 strategies, marketplace, copy trading. 35 tools.11% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  15. iBitLabs @ibitlabs/ibitlabs-mcpiBitLabs live receipts: real balance, trades, shadow rules & saga from a $1k→$10k AI experiment.10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  16. Market Data Analyzer @vpatser1/market-data-analyzerStock technical analysis (SMA, RSI, MACD), portfolio tracking, crypto analysis, screening5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  17. Aether Wealth @aetherwealth/mcpAether Wealth MCP for AI assistants: trades, alerts, market data, macro calendar & indicators.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  18. Base Multi Wallet @lordbasilaiassistant-sudo/base-multi-wallet-mcpMCP server for AI agents to manage multiple wallets with coordinated trading and batch operations on13% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  19. InvestBuddy @danielrz/investbuddyLSTM stock predictions with +15.92% alpha over S&P 500. 10-day forecasts & portfolio analysis.11% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.