Investment portfolios MCP servers

A server here tracks or manages investment holdings, portfolios or wealth.

Not here: single stock quotes alone.

566servers
390 remote176 localTagged by Odel's AI, which can make mistakes

Best fit

393 made for this, ranked by starsRemoteLocal
  1. 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.
  2. Hyre @cryptoeights/hyre-mcp17 DeFi + RWA tools — PumpFun, wallet PnL, Meteora LP, Robinhood Chain stocks — paid via x402.26% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  3. The13f MCP @the13f/mcpInstitutional 13F intelligence: 8,600+ managers, holdings, peer search, sector flows.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.1 GitHub stars.
  4. Banco Bmg MCP @mcp-dir/bmg-mcpConnect your Banco Bmg account to AI via Brazil's Open Finance: balances, statements, cards, investm9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.1 GitHub stars.
  5. CTRL @ctrlabs/ctrl-mcpVisual DeFi workflow automation on Base + Ethereum mainnet.13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.1 GitHub stars.
  6. HL Portfolio API @br0ski777/hl-portfolioHyperliquid account analysis: positions, PnL, fills, orders, funding. x402 pay-per-call.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.1 GitHub stars.
  7. Options Analysis Suite @optionsanalysissuite/options-analysis-suite-mcpOptions analytics: 17 pricing models, 17 Greeks, GEX, IV, 23 screeners, unusual, dark pool, max pain10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.1 GitHub stars.
  8. 6DuckLearn MCP @6ducklearn/mcpConnect agents to 6DuckLearn memory, approvals, and runtime control.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.1 GitHub stars.
  9. Agent Financial Advisor @mytomclinic/agent-financial-advisorCompliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI.Not assessed yet.A remote server; no sign-in.
  10. Fincept @fincept/mcpFincept financial data and analytics: markets, economics, research and terminal tools.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  11. SecurePutCalls @secureputcalls/mcpWheel strategy research: put/call candidates, symbol risk, position analysis and rolls. Read-only.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  12. IRL Gateway @norve-labs/irl-gatewayAn AI agent's trading mandate it can't break: checked before every order, reasoning sealed in IRL.Not assessed yet.Runs on your machine, installed from PyPI.
  13. DocStoX @docstox/mcpIndian stock research on real NSE and BSE data: fundamentals, screens, FII flows and F&O. Read-only.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  14. Industrial Platform Treasury @industrial-platform-ai/treasuryRecurring crypto treasury snapshots with balances, activity and gas state.Not assessed yet.A remote server; no sign-in.
  15. Stochastly Desktop @stochastly/desktopLocal MCP access to Stochastly desktop nodes, diagnostics and research tools.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  16. Kova @kovatools/kovaSaves a declared investment strategy so any agent can check a portfolio against it.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  17. Fabrica @fabrica/mcpTokenized US land on Ethereum: property search, valuations, loans, portfolios, parcel maps.Not assessed yet.A remote server; no sign-in.
  18. Fabrica (Sepolia testnet) @fabrica/mcp-testnetFabrica test properties on Sepolia: try every Fabrica tool with no real-world effect.Not assessed yet.A remote server; no sign-in.
  19. Mizan @goodturnstudio/mizanShariah screening of US stocks under four standards, halal alternatives, purification and zakat.2% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  20. Liquid Agent @liquidagent/liquid-agentMoney tools for AI agents over x402: USDC bridge to 16 chains, Polymarket data, stocks, USDC gas.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  21. ACI Risk Indicators @aethon-credit/aci-risk-indicatorsCounterparty risk indicators for digital asset yield providers across 9 modules. 7 tools.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  22. Oxford Ledge @oxfordledge/oxford-ledgeAsk your assistant; it reads the public record: SEC filings, 13F, insider trades, BDC loans.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  23. Returnolio @returnolio/returnolioRead-only stock research: company scores, the Monthly Top 10, the screener and your own portfolio.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  24. Agent Rynku - Warsaw Stock Exchange (GPW) data for your agent @agentrynku/gpwPublic GPW daily prices, financials, ratios, company search, earnings calendar and WZA dividends.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.