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. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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.
  9. Aether Wealth @aetherwealth/mcpAether Wealth MCP for AI assistants: trades, alerts, market data, macro calendar & indicators.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  10. 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.
  11. 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.
  12. 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.
  13. 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.
  14. Opula @evan-moon/opulaNot another dashboard. A wealth analyst for every asset a bank can't sync, inside Claude.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  15. Finhay MCP Server @finhay/finhay-mcpVietnam stock market data & portfolios via Finhay Securities OpenAPI.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  16. Kwant @kwant/kwantQuant intelligence over MCP: backtest, signals, screens, scores & portfolios for US & TSX stocks.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  17. 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.
  18. 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.
  19. 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.
  20. 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.
  21. Base Multi Wallet @lordbasilaiassistant-sudo/base-multi-wallet-mcpMCP server for AI agents to manage multiple wallets with coordinated trading and batch operations on13% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  22. InvestBuddy @danielrz/investbuddyLSTM stock predictions with +15.92% alpha over S&P 500. 10-day forecasts & portfolio analysis.11% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  23. 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.
  24. 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.