Investment portfolios MCP servers

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

Not here: single stock quotes alone.

570servers
394 remote176 localTagged by Odel's AI, which can make mistakes

Best fit

394 made for this, ranked by starsRemoteLocal
  1. Quantified Investor Portfolio Simulator @manuciao88/portfolio-simulatorPortfolio scenarios with instrument checks, Monte Carlo analysis and interactive reports.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  2. Fensory @fensory/fensoryTrading MCP server for AI agents, with live market data, account reads and controlled execution.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  3. Aave MCP @aave/mcpOfficial Aave MCP for V3 and V4 markets, positions, governance, and transaction preparation.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  4. Hesper Atlas Evidence @hesperatlas/hesper-atlasVerify stock signals, replay evidence, provenance, freshness, and caveats.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  5. Wine Labs @imiraoui/winelabsWine matching, pricing, auctions, exchange, merchant, critic, portfolio, and cellar intelligence.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  6. Jawz @jawz/jawzLive macro data for AI agents: regime, conditions, liquidity, with input provenance. No signup.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  7. Quantic Finance @quantic/mcpDividend portfolio tracking and planning for US and EU markets: income, safety, Spain-aware taxes.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  8. Ava @getava/avaCoding agents run multi-leg cross-chain DeFi. Legs re-derived from your sentence before signing.12% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  9. Ice Juice Trading @icejuicetrading/ice-juice-tradingAutomate trading on your own Alpaca account - build, backtest and run strategies via your AI.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  10. Milemarker MCP Server @milemarker/mcpAI-native interface to Milemarker: query AUM & positions, manage advisors, run platform workflows.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.
  11. MarketHeist Backtest @marketheist/backtestBacktest strategies and analyze portfolios on any ticker: CAGR, drawdown, Sharpe, from real data.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  12. Tidemark @tidemarkresearch/tidemark13F ownership behavior for 96 managers: signals, estimated cost basis, daily watchlist events.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  13. HADL — портфельный трекер @hadl/portfolioУчёт инвестиций в HADL: портфель, доходность, сделки, импорт отчётов брокеров, скринеры Мосбиржи11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.
  14. AGI Scorecard @agiscorecard/agi-scorecard8 graded AGI-2027 predictions, the 0-100 Thesis Tracker, and a public market-call ledger. Free.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  15. 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.
  16. 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.
  17. 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.
  18. 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.
  19. 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.
  20. 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.
  21. Market Data Analyzer @vpatser1/market-data-analyzerStock technical analysis (SMA, RSI, MACD), portfolio tracking, crypto analysis, screening5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  22. 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.
  23. 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.
  24. 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.