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: 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.

Best fit

391 made for this, ranked by starsRemoteLocal
  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. Longbridge MCP @longbridge/mcpUS/HK markets — 163 tools: quotes, options, orders, fundamentals, screener, IPO, alerts, DCA & grid5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.14 GitHub stars.
  6. dMoERA Creator @cachecarti/dmoera-creatorBuild, backtest, and deploy crypto trading strategies via MCP with 7-stage validation.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.8 GitHub stars.
  7. NexusTrade Financial MCP @austin-starks/nexustrade-mcpQuant research, backtesting, marketplace subscriptions, editable forks, copy trading, and execution.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.6 GitHub stars.
  8. Arcadia Finance @arcadia-finance/mcp-serverConcentrated liquidity on Uniswap/Aerodrome (rebalance, compound, leverage) or single-sided lending.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.5 GitHub stars.
  9. Quant Brain @paarths-collab/quant-brain-mcpStock analysis MCP: 38 indicators, 7 optimizers, 8 backtests, US + India sectors.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.4 GitHub stars.
  10. 13FLOW @bluetouff/13flowSource-linked SEC 13F research, quality checks, watchlists and audit trails for agents.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.4 GitHub stars.
  11. Equibles @daniel3303/equiblesSEC filings, company financials, holdings, earnings calls, stock prices, options and macro data.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.4 GitHub stars.
  12. CoinRithm Agent Trading @coinrithm/mcp-tradingKeyless prediction-market data across 12 venues plus paper-trading of crypto spot, futures, and PM.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.4 GitHub stars.
  13. AlgoVesta MCP Trading @algovesta/tradingTrade 16 crypto exchanges + MetaTrader 5 from your AI assistant via one MCP connection.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.3 GitHub stars.
  14. The Undesirables TCG Oracle @sailorpepe/undesirables-mcp-serverTCG oracle: calibrated prices & risk, AI grading, loan terms, fantasy souls - proven on-chain. 23 to7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.3 GitHub stars.
  15. Coinrule MCP @coinrule-com/coinrule-mcpTrade, monitor portfolios, and build Coinrule strategies by chat.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.2 GitHub stars.
  16. AgentServices @agentservices/agentservices52 paid x402 API endpoints for AI agents — crypto, data, DeFi, market intelligence.13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.2 GitHub stars.
  17. Candor Finance @candor/candor-financePersonal-finance workspace for AI agents: accounts, spending, budgets, goals, and investments.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.2 GitHub stars.
  18. Redbark @redbark/mcpLive AU/NZ bank (CDR) and brokerage data for AI agents, plus management of Redbark syncs and rules6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.2 GitHub stars.
  19. 1inch MCP @1inch/mcpDoc search, intent & cross-chain swaps, limit orders, portfolio, spot prices, gas & all APIs.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.2 GitHub stars.
  20. Solenrich @0xsardius/solenrichSolana onchain intelligence for AI agents: wallet risk, due-diligence, perps funding, smart money.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.2 GitHub stars.
  21. BankSync @banksync/mcpConnect AI agents to bank accounts, transactions, balances, and investments.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.2 GitHub stars.

Also touches on Investment portfolios

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