Investment portfolios MCP servers

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

Not here: single stock quotes alone.

568servers
392 remote176 localTagged by Odel's AI, which can make mistakes

Best fit

394 made for this, ranked by starsRemoteLocal
  1. MetaLend @rabeles11/metalendBrowse, deposit, withdraw & rebalance stablecoins on Aave, Morpho & Euler across major EVM chains.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  2. CrashTestYourStrategy @fnobbe/crashtestyourstrategyPortfolio and strategy stress diagnostics with hedge-break detection and regime outlook. Free tier.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  3. Numeratica — financial planning calculations @numeratica/mcpDeterministic US financial planning: retirement Monte Carlo, Roth conversion, RMD, tax, IRMAA, SS3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  4. YieldSignal @stakemate369/yieldsignalYield & risk for agents: signal, decision, durability, capacity, sensitivity, exposure, persistence5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  5. Schwab @lonniev/schwab-mcpMulti-tenant FastMCP server for Charles Schwab brokerage data, monetized via DPYC Tollbooth13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  6. Leverage @spiralstake/leverageLeveraged-yield router on Morpho. List strategies, simulate, and build UNSIGNED txs.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  7. Poshkan Paper Trading @afrazja/poshkanPaper trading for AI: live quotes, indicators, and virtual trades on stocks, crypto, and forex.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  8. Stelar Signals @stelardigital/stelar-signals-mcpCrypto market signals and portfolio telemetry. 6 tools pay-per-call in USDC, no API key.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  9. Fahali @fahaliai/fahaliMarket-risk for AI agents: verified lead time, signed receipts, judged record. Not advice.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  10. OpenBudget MCP Server @openbudget/mcpAsk your AI about bank accounts, spending, debts, holdings, and investment activity.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  11. Bullrun @bull-run/bullrunGlobal stock research, ML forecasts, valuation signals, screeners & portfolio tracking in Claude4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  12. BankBridge @bankbridge/serverRead-only banking and personal finance for AI agents: accounts, transactions, spending, budgets.17% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  13. OneQAZ Trading Intelligence @wnsod/oneqaz-trading-mcpLive market data, signals, positions, and macro analysis for crypto, KR stocks, and US stocks.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  14. YIELD INTELLIGENCE — Passive Income MCP @thebrierfox/intuitek-acePassive income opportunity scanner. Yield analysis and portfolio optimization for AI agents.14% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  15. Hive Capital @srotzin/hive-mcp-capitalHiveCapital MCP Server — autonomous investment layer for AI agents11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  16. Portfolio Signals @khizarshabir1/portfolio-signalsReal-time stock quotes and technical signals: RSI, MACD, SMA crossovers via Yahoo Finance.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  17. EvidInvest @evidinvest/mcp-serverSEC filings and financial data for AI agents: 59 tools for statements, valuation and supply chains.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  18. Truthifi @truthifi/mcpOne verified household record for your AI: accounts, holdings, fees and Score. Can't move money.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  19. Realmint @realmint-io/mcpAgent-native scoring, search and routing for tokenized real-world assets across multi-chain.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  20. Profitelligence MCP @profitelligence/mcp-serverFinancial intelligence: insider trades, SEC filings, 13F holdings, and market signals.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  21. Pensiata - Bulgarian Pension Fund Analytics @nvasilevv/pensiataBulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.2% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  22. 99Pay MCP @mcp-dir/99pay-mcpConnect your 99Pay account to AI via Brazil's Open Finance: balances, statements, cards, investments8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  23. TroyStack @kingleosgold/troystackPrecious metals AI analyst with 12 tools — prices, portfolio, chat, receipts, and more.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  24. GP Intel @gparientee/gp-intelVerified European PE ownership: who owns a company, GP portfolios, exits by year. Hand-checked.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.