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. OKX MCP Server @aahl/mcp-okxMCP Server for okx.com8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.2 GitHub stars.
  2. Haiku DeFi MCP @haiku-trading/haiku-mcp-serverDeFi execution for AI agents — swap, lend, bridge, and yield across 22 chains.10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.
  3. Solenrich @0xsardius/solenrichSolana onchain intelligence for AI agents: wallet risk, due-diligence, perps funding, smart money.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.2 GitHub stars.
  4. BankSync @banksync/mcpConnect AI agents to bank accounts, transactions, balances, and investments.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.2 GitHub stars.
  5. QuantRisk @quantrisk/mcp-serverPortfolio risk analytics — VaR, Monte Carlo, optimization, options Greeks, stress testing.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.2 GitHub stars.
  6. Halal Terminal @halalterminal/mcpShariah-compliant stock and ETF screening across AAOIFI, DJIM, FTSE, MSCI and S&P methodologies.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.2 GitHub stars.
  7. Zyfai @ondefy/zyfaiDiscover DeFi yield opportunities and manage Zyfai positions with self-custodial AI agents.Not assessed yet.A remote server; you sign in with your account.1 GitHub stars.
  8. Tradernet @verbart/tradernet-mcp-serverMCP server for Tradernet/Freedom24 trading API — portfolio, orders, quotes, and more6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  9. Arcus Agent Gateway @alekskram/arcus-agent-gatewayRead-only MCP gateway to 194 tokenized US equities on Robinhood Chain: quotes, holders, whale moves.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.1 GitHub stars.
  10. AlgoMaker — quantitative trading strategy factory @algomakers/algomakerMine, validate and paper-trade quantitative trading strategies. The engine runs on your machine.20% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.1 GitHub stars.
  11. CoinCryptoRank MCP @qqdd27/coincryptorank-mcpReal-time crypto market data, funding rates, arbitrage and trading tools from 60+ exchanges.12% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.1 GitHub stars.
  12. GBLIN Treasury Risk Regime @gblinproject/gblin-treasury-risk-regimeGBLIN on Base for AI agents: risk regime, treasury plan for idle USDC, mint and redeem at NAV. Free.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.1 GitHub stars.
  13. ApexVol Options Analytics @ryansilk/apexvol-mcpOptions analytics for AI assistants: chains, IV rank, VRP, Greeks, GEX, expected moves, screeners.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.1 GitHub stars.
  14. Ledger @eternal-roman/ledgerExact-decimal double-entry for agents. Call MCP tools; do not do money math in tokens.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  15. CPZAI @cpz-lab/cpzaiBuild, backtest, and deploy quantitative trading strategies from your AI agent.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.1 GitHub stars.
  16. Asset Management @disin7c9/asset-managementDrawdown-first risk for your stock/ETF book — every number from a validated core, not the model.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from MCPB.1 GitHub stars.
  17. Pear @marvelnwachukwu/mcp-pearMCP server for Pear Protocol: markets, positions, orders, portfolio, and gated trade execution.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  18. Kiwoom Securities MCP Server @chunsam/kiwoom-mcp-serverRead-only MCP server for the Kiwoom Securities REST API: market data, account inquiry, ISA tax tool4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  19. RiskState — Crypto Risk Engine @riskstate/mcpLive BTC/ETH risk state: risk policy, market structure and trading playbooks. Keyless free tier.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.1 GitHub stars.
  20. multichain-mcp @wkalidev/multichain-mcpMCP server for AI agents — Stacks, Celo, and Base in one npm package.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  21. Tradernet @verbart/tradernet-mcpMCP server for Tradernet/Freedom24 trading API — portfolio, orders, quotes, and more6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  22. PexBot @mikusnuz/pexbot-mcpPexBot simulated spot/futures trading, competitions, portfolios, and AI analytics.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  23. Hyperd @hyperd-ai/hyperd-mcpPre-trade DeFi intelligence: 24 paid x402 tools incl. 6 synthesis verdicts, USDC on Base.10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  24. eToro MCP Server @gabrielcerutti/etoro-mcp-serverConnect AI assistants to eToro for portfolio analysis, market research, and trading.9% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.