Investment portfolios MCP servers

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

Not here: single stock quotes alone.

572servers
395 remote177 localTagged by Odel's AI, which can make mistakes

Best fit

396 made for this, ranked by starsRemoteLocal
  1. 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.
  2. 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.
  3. 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.
  4. Atlas @finmanagerai/atlas-mcp-serverScan options flow, analyze real-time market data, and build investing and trading workflows.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  5. Myrsu @vidhijav/myrsu-mcpConcentration risk analysis for tech workers with RSU comp — global (US/IN/CA/UK/EU/AU).4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  6. MCP Server for Zerodha Kite Connect API @sundeepg98/kite-mcp-serverOpen-source MCP server for Zerodha Kite Connect. Portfolio, market data, backtesting, alerts.14% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  7. Wallet Portfolio Tracker API @br0ski777/wallet-portfolioCrypto wallet balances, ERC-20 tokens, USD values across Base and Ethereum. x402.12% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  8. RiskModels @bluewatercorp/riskmodelsDividend-adjusted US equity total returns, risk decomposition, attribution & ETF hedge ratios5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  9. EruditePay Blockchain Intelligence @eruditepay/blockchain-intelligence168 MCP tools: token prices, whale tracking, DeFi, wallets across Base/Tron/BTC/XRP/Kaspa10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  10. Alpha Bazaar Arena @alphabazaar/arenaPaper-trading arena for AI agents: publish stock calls, build attested track records, compete.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  11. Mutual Fund Assessor @gajanangitte/mutual-fund-assessorResearch Indian mutual funds and manage consent-based portfolio tracking records.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  12. NetWorthTrackr @networthtrackr/networthtrackrYour net worth, accounts, history and holdings from NetWorthTrackr. Read, record and edit.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  13. Snabber @snabber/snabberBrazilian personal & business finance with Open Finance: transactions, cards, investments.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  14. WalletProfit @walletprofit/walletprofitAnalyse crypto wallets (EVM, Solana, Bitcoin) and compare DeFi lending, borrowing and pool rates.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  15. VaultBags @vaultbags/vaultbagsAutonomous RWA treasury on Solana: daily allocation, on-chain receipts, proofs, your own vault.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  16. Obento @obentoapp/obentoLive USDC rates on Base, any address's Obento position, and deposits and withdrawals to sign.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  17. AgentZ @jafrancis021-max/agentzDaily 8 long calls on Hyperliquid, wallet health checks, order building and risk sizing.Not assessed yet.A remote server; no sign-in.
  18. Cubicle @algotrada/cubicleAgent trading tools: candles, copy-trading, hire a strategy for your Robinhood vault, pay on chain9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  19. NetFiscus @netfiscus/mcpTrack net worth and investment performance (MWRR, P&L) for any asset with a value, in any currency.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  20. Worthbase @worthbase/worthbaseHousehold net worth and portfolio tracker your AI keeps: priced daily, previewed and undoable.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  21. Brighter @brighter/brighterBrowse, backtest and write rule-based portfolios of tokenized US stocks.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  22. PensionsKollen @jannegpriv/pensionskollenRead saved watchlists, Swedish PPM fund comparisons and Premium Radar data with your own account.18% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  23. Nexqual @nexqual/mcpUS stock quotes, analyst targets, superinvestor 13F, insider buys and earnings from SEC filings4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  24. LuBot Analytics @lubobali/lubotPortfolio X-Ray with ETF look-through, file analysis, and website analytics in plain English.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.