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. VarianTrade @chidi09/variantradeRead your VarianTrade portfolio, positions, risk and signals. Trades are proposal-only.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  2. Aegis Prop Trader Drawdown Sentinel @ansarii/aegis-prop-trader-sentinel-mcpReal-time capital oversight, drawdown alerts, and news blackout defense for funded prop traders.12% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  3. FlareWatch @flarewatch/flarewatchVerifiable Flare & Songbird data: validator scores, FTSO accuracy, prices, wallet intelligence.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  4. Crank Protocol @crank/crankNon-custodial DeFi tools for AI agents on Solana: swaps, perps, lending, staking, equities.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  5. Torque @torque/mcpUnified book, desk, calendar, prices, and rates for agents. Sign up, pay, pull.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  6. Calculators @retirecrunch/calculatorsFIRE & retirement calculators + a multi-currency portfolio rebalancer (exact buy/sell trades).5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  7. PredictAsiaX @predictasiax/mcpAsia-native prediction-market MCP: markets, portfolio, orders. Attribution + fee_ledger coded.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  8. Market Intelligence API @marketintelligenceapi/market-intelligenceMarket data for AI agents via x402: token safety, DeFi yields, order flow, SEC filings, macro, perps7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  9. Folionomiq @folionomiq/folionomiqMeasures a portfolio from price history: real bets, look-through, past crises in money. No advice.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  10. Forge Treasury @forgetreasury/treasuryNon-custodial USDC yield vaults on Base mainnet with 9 MCP tools for AI agent treasury.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  11. FINTRX @fintrx/fintrx-mcpBring FINTRX's family office and RIA intelligence into Claude.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  12. Otto Data — Robinhood Chain @ottodata/ottoLive Robinhood Chain tokenized-stock data: basis vs NASDAQ, gaps, pools, whale flows.13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  13. Neo @neocapital/neoPortafolio argentino consolidado, precios BYMA en vivo, cauciones y ordenes. Solo lectura.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  14. Marketintell @marketintell/marketintellAI analyst desk for stocks, options & crypto with sourced trade setups and a public accuracy record.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  15. Trading @lona/tradingAI-powered trading strategy development: backtesting, market data, and portfolio analysis7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  16. Tideline @jbpscapital/tidelinePublished end-of-day state of a rules-based SPY/QQQ index model. Read-only. Free tier: 30-day delay.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  17. ChainFolioAI @chainfolioai/chainfolioaiRead-only crypto and traditional portfolio: holdings, PNL, FIFO tax figures and market data.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  18. BenAwf @benawf/mcpBenAwf remote MCP for Strategy Lab. Streamable HTTP. Paper GA; live venue beta.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  19. ETFIQ @etfiq/etfiqIndependent US ETF data: holdings, fees, overlap, returns, each with its source and date.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  20. Wallet @metamuse/walletA muse's wallet on Robinhood Chain: stock tokens, USDG payments via rh777, vaults, on-chain ceiling.13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  21. LoomDesk @loomdesk/loomdeskReal Uniswap liquidity on Robinhood Chain for your wallet, plus a play-money arena for AI agents.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  22. Autotrade — Autonomous Trading Agents @bitcoinsllm/autotradeDeploy autonomous LLM trading agents and drive them over MCP.17% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  23. BrickTrack @bricktrack/portfolioAustralian property portfolio: positions, performance, tax and transactions, scoped by OAuth login.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  24. Rayana AI @rayana/rayana-aiRead-only impersonal market research: portfolio rankings, ticker scores, signals, daily briefs.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.