Investment portfolios MCP servers

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

Not here: single stock quotes alone.

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

Best fit

393 made for this, ranked by starsRemoteLocal
  1. 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.
  2. 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.
  3. Pairbook @pairbook-io/pairbook-mcpPortfolio risk analysis, correlation and ETF overlap for 4,700+ US stocks and ETFs. Free, no key.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  4. Shelter @nextauralabs/shelterConnect AI agents to scoped financial context from your own Shelter account6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  5. Fundlens @mguay22/fundlensSEC fund holdings for AI agents: who holds X, what changed, returns, flows, and fund overlap.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  6. THRYX Portfolio @lordbasilaiassistant-sudo/thryx-portfolioRead-only MCP server for the THRYX onchain portfolio (14 contracts on Base mainnet).4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  7. 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.
  8. Firma @evan-moon/firmaLocal-first portfolio tracker for overseas investors. Claude reads and writes your finances via MCP.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  9. CryptoData API @elevasyncsolutions-jpg/cryptodata-apiCrypto MCP with 21 tools for market data, DeFi, analytics, and sentiment. Post-paid USDC billing.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  10. Finance @cybeleri/financeFinancial data MCP server: stock quotes, crypto prices, portfolio tracking, market analysis5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  11. Epsilon @alienbase-xyz/epsilonNon-custodial limit, stop-loss and DCA trading on Epsilon (Robinhood Chain) for AI agents7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  12. 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.
  13. Riv @christopher-as/riv-mcpRiv MCP: spend authorization and governed trading (place_order, positions, market data, policies).8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  14. 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.
  15. 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.
  16. 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.
  17. 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.
  18. FINOPTIMA @toutcreer/finoptimaAI trading agent: multi-pool AMM, 4 strategies, marketplace, copy trading. 35 tools.11% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  19. 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.
  20. 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.
  21. iBitLabs @ibitlabs/ibitlabs-mcpiBitLabs live receipts: real balance, trades, shadow rules & saga from a $1k→$10k AI experiment.10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  22. 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.
  23. 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.
  24. 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.