Investment portfolios MCP servers

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

Not here: single stock quotes alone.

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

Best fit

393 made for this, ranked by starsRemoteLocal
  1. Finvygo @finvygo/finvygoRead your Finvygo net worth, holdings and income, and add listed assets under confirmation.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  2. Worthune Verified Financial Models @worthune/models61 verified financial models and a household planning engine: 20 MCP tools, 6 keyless, specs cited.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  3. Sentralis Portfolio Risk @sentralis/portfolio-riskCrypto portfolio risk analysis: VaR, scenarios, liquidity and correlation engines as MCP tools.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  4. Antevo Wealth @antevo/wealthThe family estate in full — what you hold, what you owe, and what it is exposed to.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  5. SigVest @getsigvest/sigvestPortfolio-aware finance tools: drift, risk, earnings, benchmarks, news, tax harvesting9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.
  6. Manawa Terminal @manawa/manawa-terminalLive market data, financial analysis, and portfolio research tools across 10,000+ tickers.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  7. PortfolioFit @portfolio/portfoliofitCheck normalized portfolios against mandates and calculate allocation constraints.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  8. Interactive Brokers (IBKR) @ibkr/interactive-brokers-ibkrAnalyze global markets and manage your portfolio7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  9. FolioFact @foliofact/foliofactRead-only value-investing fund, holdings, financial, options, and insider research.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  10. YieldLord · 包租公 @baozugong/landlordRENT-ranked covered-call, CSP & wheel income ideas, your positions & Greeks. Never places orders.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  11. Bonsave @bonsave/bonsaveQuery your real net worth, spending, transactions, budgets and portfolio from any MCP client.13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  12. Krosos @krosos/krososYour accounting ledger as typed tools: net worth, holdings, history, tax estimates, trade logging.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  13. Signed @signed/signedAngel investor portfolio, startup deal pipeline, and CRM data from your Signed account.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  14. Pa1m Hyperliquid @retampweb/pa1m-hyperliquidHyperliquid DEX data: prices, order books, candles, funding rates, portfolios. Pay-per-call, x402.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  15. ValYou @getvalyou/valyouRead-only access to your net worth, wealth percentile, projections, splits and budget.14% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  16. Polystrike @dizpers/polystrikeLive Elon Musk & Ted Cruz tweet feed, tweet counters, and Polymarket tweet-count market data.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  17. Tw Market Data @twmarketdata/tw-market-dataTaiwan stock market data (TWMD): official-source, point-in-time-safe datasets via read-only tools.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  18. TipRanks @tipranks/tipranksLive TipRanks market data: analyst ratings, Smart Score, technicals, options, portfolios.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  19. Redentia MCP @redentia/redentiaBrazilian investments MCP: B3 quotes, fundamentals, portfolio X-ray, theses and news for AI agents.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  20. AI Agent Tokenized Stock OS @aatos/aatosNon-custodial MCP for Stock Tokens on Robinhood Chain (4663): quotes, plans, Morpho Earn.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  21. SolKnife @solknife/toolkitNon-custodial Solana toolkit: rug-checks, swaps, portfolios, token minting, multisig, Arweave.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  22. Synci @synci/synciRead-only access to your bank, investment, and crypto accounts: balances, transactions, holdings.19% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  23. DripMetrics @dripmetrics/mcpCrypto market microstructure, options, and on-chain metrics. Free discovery; $0.05/call via x402.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  24. Bottrade @bot-trade/bottradeBenchmark for AI trading agents: historic market scenarios, public leaderboard.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.