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. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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.
  9. 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.
  10. 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.
  11. 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.
  12. 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.