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. Spectra @finanzgoblin/spectra-mcp-serverSpectra Finance MCP server: yield discovery, PT/YT, looping, Morpho, 10 chains4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.4 GitHub stars.
  2. CoinRithm Agent Trading @coinrithm/mcp-tradingKeyless prediction-market data across 12 venues plus paper-trading of crypto spot, futures, and PM.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.4 GitHub stars.
  3. comdirect @mad4ms/comdirect-mcpRead-only access to comdirect accounts, transactions, depots, orders and postbox documents.Not assessed yet.Runs on your machine, installed from PyPI.3 GitHub stars.
  4. Finance MCP @blahaj-gif/hitl-finance-mcpMarket data, SEC filings and risk tools for Webull, Saxo and IBKR. Only you can send an order.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.3 GitHub stars.
  5. AlgoVesta MCP Trading @algovesta/tradingTrade 16 crypto exchanges + MetaTrader 5 from your AI assistant via one MCP connection.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.3 GitHub stars.
  6. The Undesirables TCG Oracle @sailorpepe/undesirables-mcp-serverTCG oracle: calibrated prices & risk, AI grading, loan terms, fantasy souls - proven on-chain. 23 to7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.3 GitHub stars.
  7. Agent Wallet @kaditang/agent-wallet-mcpNon-custodial Solana MCP: compare yields, buy tokenized US stocks (xStocks) & Ondo USDY. You sign.12% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.3 GitHub stars.
  8. Qubic @fyllepo/qubic-mcpMCP server for Qubic — balances, prices, transfers, wallets, and more.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.3 GitHub stars.
  9. Evmscope @calintzy/evmscopeEVM blockchain intelligence toolkit for AI agents. 20 tools across 5 chains. Zero config.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.3 GitHub stars.
  10. T-Bank Invest (read-only) @sicness/t-bank-invest-mcp-read-onlyRead-only T-Bank (Tinkoff) Invest API: portfolio, operations, instruments, market data.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.2 GitHub stars.
  11. Coinrule MCP @coinrule-com/coinrule-mcpTrade, monitor portfolios, and build Coinrule strategies by chat.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.2 GitHub stars.
  12. Quantrisk @78degrees/quantriskPortfolio risk analytics MCP server — VaR, Monte Carlo, stress testing, and more.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.
  13. AgentServices @agentservices/agentservices52 paid x402 API endpoints for AI agents — crypto, data, DeFi, market intelligence.13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.2 GitHub stars.
  14. Candor Finance @candor/candor-financePersonal-finance workspace for AI agents: accounts, spending, budgets, goals, and investments.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.2 GitHub stars.
  15. Redbark @redbark/mcpLive AU/NZ bank (CDR) and brokerage data for AI agents, plus management of Redbark syncs and rules6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.2 GitHub stars.
  16. 1inch MCP @1inch/mcpDoc search, intent & cross-chain swaps, limit orders, portfolio, spot prices, gas & all APIs.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.2 GitHub stars.
  17. Alphasmo Tools @alphasmo/alphasmo-toolsCLI + MCP server for SEC 13F institutional holdings, insider trading, and smart money convergence.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.
  18. Paradex Trading @tradeparadex/mcp-paradex-pyMCP server for Paradex perp trading. Market data, accounts, orders, positions, and vaults.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.2 GitHub stars.
  19. Agentrisk @trycoin-ai/agentriskRisk guardrails for AI trading agents. Your agent proposes; your policy decides.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.2 GitHub stars.
  20. VaultPilot MCP @szhygulin/vaultpilot-mcpSelf-custodial crypto + DeFi MCP for AI agents. Ledger-signed. EVM, TRON, Solana, BTC, LTC.13% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.
  21. Lsopenapi @redoxnet/lsopenapiLS Securities OpenAPI MCP server: Korean + overseas stocks, charts, screeners, portfolio, accounts.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from NuGet.2 GitHub stars.
  22. Monad @pareen/monad-mcpMonad blockchain gateway for AI agents: balances, transfers, swaps, DeFi, with Privy signing.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.
  23. Keel — Hyperliquid trading agent @keel-trade/keel-tradeBuild, backtest, and automate Hyperliquid trading strategies — typed, deterministic, live parity.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.2 GitHub stars.
  24. Apple Stocks @helderpgoncalves/apple-stocks-mcpReads your macOS Apple Stocks watchlist, quotes and fundamentals locally. Read-only, no network.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.