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. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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.
  9. 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.
  10. 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.
  11. 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.
  12. 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.
  13. 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.
  14. 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.
  15. Lonestaroracle MCP @lonestaroracle/mcp-serverPaid market-data MCP: crypto, equities, smart-money, macro, wallet PnL. x402 per call on Base.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  16. Tokenbooks - crypto and fiat accounting and payments @tokenbooks/tokenbooksCrypto and fiat on one double-entry ledger: sync wallets, reconcile, cost basis, audit-ready close.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  17. Antevo Mandates @antevo/mandatesYour client book: who is due a review, what their mandate allows, and what has moved.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  18. Talval @talval/researchValue-investing research: fair values, valuation verdicts, quality scores and 13F portfolios3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  19. Light Horse Securities @lighthorse/tradingAgentic brokerage access to a US brokerage account: quotes, orders, positions, cash and documents.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.
  20. QuantApe Markets @quantape/marketsStock screens; per-stock earnings, guidance, signal and sector insights; rotation and market mood.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  21. Macroaxis Financial Data @macroaxis/macroaxis-apiFinancial market, fundamental, valuation, risk, ownership, forecast, and portfolio tools.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.
  22. TickerInside @tickerinside/tickerinside-mcpHoldings, overlap, correlation and look-through risk for US ETFs, from issuer files, with no key.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  23. HYPERneobroker.com @hyperneobroker/brokerLive prices, perps, prediction markets and a paper trading desk over one MCP.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  24. RBX Invest Roblox Limiteds market data @rbxinvest/market-dataRead-only Roblox Limiteds market data: RAP, resale prices, deals below RAP, creators, portfolios.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.