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. Monarch Money @vargahis/monarch-moneyMCP server for Monarch Money โ€” accounts, transactions, budgets, cashflow, investments, and more7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.14 GitHub stars.
  2. Longbridge MCP @longbridge/mcpUS/HK markets โ€” 163 tools: quotes, options, orders, fundamentals, screener, IPO, alerts, DCA & grid5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.14 GitHub stars.
  3. Quantoracle @fel123/quantoracle73 deterministic quant tools for AI agents. LLMs drift on Black-Scholes; these are exact math.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.12 GitHub stars.
  4. Trading212 @kyurish/trading212-mcp-serverMCP server for Trading 212 API - portfolio, orders, pies, dividends, and analytics6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.10 GitHub stars.
  5. Quanttogo @quanttogo/quanttogo-mcpMacro-factor quantitative signal source for US and China stock markets via MCP.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.9 GitHub stars.
  6. dMoERA Creator @cachecarti/dmoera-creatorBuild, backtest, and deploy crypto trading strategies via MCP with 7-stage validation.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.8 GitHub stars.
  7. Canary MCP @osauer/canaryRead-only IBKR MCP: account, positions, brief, regime, stress, reporting, Edge, and risk.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from MCPB.8 GitHub stars.
  8. canary ibkr MCP @osauer/ibkrLocal IBKR MCP server for agentic trading desks: market data, portfolio context, risk checks.Not assessed yet.Runs on your machine, installed from MCPB.8 GitHub stars.
  9. Personal Finance @josuem1109/personal-finance-mcpSelf-hosted, read-only MCP server that connects your banks and investments via Plaid.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from Docker.8 GitHub stars.
  10. Financekit @vdalhambra/financekit-mcpStock quotes, technical analysis, crypto prices, and portfolio insights for AI agents5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.7 GitHub stars.
  11. AkTools Pro MCP Server @tchivs/aktools-pro๐Ÿš€ AkTools Pro: ๅขžๅผบๅž‹้‡‘่ž MCP ๆœๅŠกๅ™จใ€‚ๅ†…็ฝฎ็ญ–็•ฅๅ›žๆต‹ใ€ๆจกๆ‹Ÿ็›˜็ฎก็†ๅŠๅฎžๆ—ถๅผ‚ๅŠจ็›‘ๆŽงใ€‚7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.6 GitHub stars.
  12. NexusTrade Financial MCP @austin-starks/nexustrade-mcpQuant research, backtesting, marketplace subscriptions, editable forks, copy trading, and execution.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.6 GitHub stars.
  13. HeadlessTracker @tamaspetki/headless-trackerRead-only MCP server: your AI sees your crypto portfolio, never your keys. Not financial advice.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.6 GitHub stars.
  14. Personal Finance @sarveshtalele/personal-finance54 robust financial calculators based on deterministic mathematical principles.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.6 GitHub stars.
  15. million @kelows/millionOperate a self-hosted Solana whale tracker and copy-trading deck: positions, rules, token checks.9% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.5 GitHub stars.
  16. Open Markets @danchev/openmarketsFinancial market data, SEC filings, macroeconomic telemetry, and portfolio analytics through MCP.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.5 GitHub stars.
  17. Okama @mbk-dev/okama-mcpPortfolio analytics via the okama library: backtests, Monte Carlo, efficient frontier, PNG charts4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.5 GitHub stars.
  18. India Stock @akhilgovind02/india-stock-mcpIndian stock market: NSE/BSE quotes, fundamentals, mutual fund NAV, F&O chains, IPOs. No API keys.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.5 GitHub stars.
  19. Arcadia Finance @arcadia-finance/mcp-serverConcentrated liquidity on Uniswap/Aerodrome (rebalance, compound, leverage) or single-sided lending.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.5 GitHub stars.
  20. GDEX Trading @gemachdao/gdex-mcp-serverGDEX (gdex.pro) trading for AI agents: spot, perps and HyperLiquid on Solana, EVM and more chains13% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.4 GitHub stars.
  21. Recon Crypto MCP @szhygulin/recon-crypto-mcpSelf-custodial crypto portfolio: read EVM DeFi, sign on Ledger via WalletConnect.9% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.4 GitHub stars.
  22. Quant Brain @paarths-collab/quant-brain-mcpStock analysis MCP: 38 indicators, 7 optimizers, 8 backtests, US + India sectors.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.4 GitHub stars.
  23. 13FLOW @bluetouff/13flowSource-linked SEC 13F research, quality checks, watchlists and audit trails for agents.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.4 GitHub stars.
  24. Equibles @daniel3303/equiblesSEC filings, company financials, holdings, earnings calls, stock prices, options and macro data.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.4 GitHub stars.