Investment portfolios MCP servers

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

Not here: single stock quotes alone.

564servers
388 remote176 localTagged by Odel's AI, which can make mistakes

Best fit

391 made for this, ranked by starsRemoteLocal
  1. Portfolio Ideas @tibi-metapartner-ai/mcp-portfolio-ideasAnalyze your portfolio and generate ideas for improvements7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.
  2. SimpleFunctions @spfunctions/simplefunctionsCalibrated world model for AI agents. 40 tools: world state, markets, trading. Kalshi + Polymarket.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  3. ProfitSpot MCP — The DeFi Brain for AI Agents @omniologynow-rgb/profitspot-mcpClaude-ready DeFi MCP — risk-scored yields, profit sims & whale tracking across 86 blockchains18% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  4. Nansen @nansen-ai/nansen-mcpBlockchain analytics API for AI agents. Smart Money signals, wallet profiling, token analytics.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  5. Helium Financial @evozim/helium-financialFinancial oracle aggregating Yahoo Finance metrics for portfolio analysis.21% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.
  6. X402 Alpha @911fund/x402-alphaPay-per-call crypto intelligence: 19 tools over 10+ live sources, USDC via x402.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  7. Walnut @walnutinvest/walnutConnect your portfolio to Claude, ChatGPT, or Codex to analyze it and make smarter investments.12% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  8. TraderWAI @traderwai/traderwaiConnect Claude, ChatGPT, Gemini or Grok to your broker: live charts, backtests and trades13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  9. NexGenData MCP (sign in with your Apify account) @thenextgennexus/finance-mcp-serverStocks, crypto, FX, and portfolio math in one tool — no per-source API juggling.12% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  10. StockLens @stocklens/stocklensScores for the 600 largest stocks with no account. Sign in for analysis, screening and a watchlist.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  11. ShinobiData @shinobidata/researchPortfolio analytics + US-equity market research for AI clients. ChatGPT deep-research compat.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  12. Velmo @meuvelmo/velmoDiagnóstico patrimonial 360 (Wealth X-Ray) somente leitura, com fontes e próximos passos.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  13. HoldingsIntel @holdingsintel/mcpSmart Money Verdict per stock & fund from SEC 13F, insider, activist & congressional filings.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  14. Alchemy MCP Server @alchemy/mcpBlockchain data across 100+ chains: token prices, NFTs, transfers, simulation, traces, Solana DAS6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  15. ACCRUE MCP @accrue/mcpStablecoin Yield Index (SYX) and live USDC vault APYs across Ethereum, Base, Arbitrum.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  16. Wealthos @wealthos/mcpPlan your financial future with AI: track net worth, manage budgets, and forecast scenarios.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  17. Thrivee — Personal Finance Intelligence @thrivee/financial-intelligencePersonal-finance intelligence engine: net worth, goals, asset allocation. Invite-only beta.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  18. FinContext @fincontext/fincontextRead-only bank & investment accounts via Plaid: balances, holdings, transactions, SQL analytics.12% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.