Investment portfolios MCP servers

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

Not here: single stock quotes alone.

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

Best fit

393 made for this, ranked by starsRemoteLocal
  1. Mizan @goodturnstudio/mizanShariah screening of US stocks under four standards, halal alternatives, purification and zakat.2% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  2. Liquid Agent @liquidagent/liquid-agentMoney tools for AI agents over x402: USDC bridge to 16 chains, Polymarket data, stocks, USDC gas.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  3. ACI Risk Indicators @aethon-credit/aci-risk-indicatorsCounterparty risk indicators for digital asset yield providers across 9 modules. 7 tools.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  4. Oxford Ledge @oxfordledge/oxford-ledgeAsk your assistant; it reads the public record: SEC filings, 13F, insider trades, BDC loans.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  5. Returnolio @returnolio/returnolioRead-only stock research: company scores, the Monthly Top 10, the screener and your own portfolio.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  6. Agent Rynku - Warsaw Stock Exchange (GPW) data for your agent @agentrynku/gpwPublic GPW daily prices, financials, ratios, company search, earnings calendar and WZA dividends.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  7. BotSpot — LumiBot Strategies & Backtesting @grzesir/botspot-tradingLumiBot strategy files, backtests, bot monitoring and trading. OAuth; paid BotSpot account required.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  8. Tradewink @leancoderkavy/tradewinkMCP for Tradewink trading signals and watchlists. Not financial advice.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  9. Cluster @clusteragent/cluster-mcpSelf-hostable index of AI financial agents — tokenized stocks + crypto, memory, LLM gateway.13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.
  10. Stock Bloc @jaywestphilly/stock-blocSEC filing jobs, 13F holdings, market data, quant scores for agents. x402 USDC pay-per-call on Base.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  11. QuantCalc Retirement Engine @quantcalc/retirement-engineRetirement Monte Carlo, tax-aware withdrawal and Roth-conversion plans, and a 2026 return estimate.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  12. TRKR Synthetic Markets @trkr-ai/trkrStress-test portfolios against hundreds of regime-aware simulated futures for real markets.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  13. Financial Datasets @pipeworx-io/financial-datasetsFinancial Datasets AI MCP — wraps financialdatasets.ai7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  14. Covalent @pipeworx-io/covalentCovalent / GoldRush MCP — unified wallet balances + transactions across 100+ chains8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  15. Finch @finchagentic/mcpAgentic AI runtime: persistent memory, vault, autonomous agents, deep research, DeFi execution.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.
  16. LeanTrading MCP @leantrading/leantrading-mcpOAuth LeanTrading tools for eligible Pro, Elite, Blueprint, and Admin users.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  17. Genie Expense Tracker @osamaadam/genie-expense-trackerRead-only access to Genie accounts, transactions, investments, and financial summaries.15% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  18. Fi-Plan @ompurwar/fi-planFinancial simulator for Indian salaries: loans, taxes, SIPs and 50-year FIRE plans.2% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  19. Moltline TaxLots @moltlinestudio/taxlotsCrypto cost-basis lots (FIFO/LIFO/HIFO/specific-ID), Form 8949 rows, 1099-DA diff. 5 of 8 free.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  20. Fillfolio MCP @fillfolio/mcpRead-only Fillfolio portfolio: net worth, holdings, cash, liabilities, and activity.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  21. Crypto Toolkit @nad33mahm3d/mcp-crypto-toolkitLive crypto prices, conversion, gas tracker, portfolio tools, and calculators for AI agents.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  22. CDF Finance MCP @vesselltech/cdf-mcpConsulte contas, cartões, transações e orçamentos da sua conta financeira Vessell.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  23. Daepak Market Intelligence @mobiss11/daepak-mcpMarket analyst tools + AI agent: crypto, US equities, options, Korea, fundamentals, macro, backtests7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  24. FinBridge @gronox/finbridgeKorean company disclosures in English: DART filings, financial statements, segments, 13F.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.