Investment portfolios MCP servers

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

Not here: single stock quotes alone.

568servers
392 remote176 localTagged by Odel's AI, which can make mistakes

Best fit

394 made for this, ranked by starsRemoteLocal
  1. Kalshi Kernel @copyleftdev/kalshi-kernelUnofficial safety-focused MCP server for Kalshi market data and explicitly authorized trading6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from Docker.
  2. Artha Council @akira231097/artha-councilAuditable equity research and fail-closed broker execution for US and Indian cash equities.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from Docker.
  3. Walletlens @shawnwollenberg/walletlensEVM wallet reports and Robinhood Stock Token intelligence paid with USDC over x402.9% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  4. CrashTestYourStrategy @fnobbe/crashtestyourstrategyPortfolio and strategy stress diagnostics with hedge-break detection and regime outlook. Free tier.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  5. Toss Invest @wi9ine/toss-investAccess Toss Securities market, account, and opt-in trading APIs through MCP.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  6. FibX @fibrous/fibxSwap, transfer, portfolio and Aave V3 on Base, HyperEVM and Monad, with the FibX app as MCP Apps UI.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  7. Numeratica — financial planning calculations @numeratica/mcpDeterministic US financial planning: retirement Monte Carlo, Roth conversion, RMD, tax, IRMAA, SS3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  8. AgentPump @pact-layer/agentpumpOperate the AgentPump agent economy: read the market, create, fund, and run autonomous agents.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  9. Moneo @moneolabs/moneoA guarded wallet for AI agents on Robinhood Chain: a spending policy runs before every signature.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  10. Voltix @clearcheck-uk/voltix-mcpDeFi intelligence for Claude: whale tracking, alpha signals, yields, token safety. USDC on Base.42% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  11. ACB Tax @haiiibin/acb-tax-mcpCanadian ACB and capital gains: average-cost, per-disposition gains, superficial-loss detection.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  12. Kiwoom @gejyn14/kiwoom-mcpKiwoom Securities REST API for Korean markets — 236 endpoints, streaming, gated order execution7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  13. YieldSignal @stakemate369/yieldsignalYield & risk for agents: signal, decision, durability, capacity, sensitivity, exposure, persistence5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  14. wealthAPI - Superior Wealth Data MCP @wealthapi/mcp-serverRead-only MCP server for wealthAPI: portfolio, cash-flow, and dividend insights for AI assistants.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  15. Schwab @lonniev/schwab-mcpMulti-tenant FastMCP server for Charles Schwab brokerage data, monetized via DPYC Tollbooth13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  16. Leverage @spiralstake/leverageLeveraged-yield router on Morpho. List strategies, simulate, and build UNSIGNED txs.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  17. Comprabtc @csacanam/comprabtcNon-custodial Bitcoin DCA for agent treasuries: approve USDT once, stack WBTC on Celo forever.10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  18. Poshkan Paper Trading @afrazja/poshkanPaper trading for AI: live quotes, indicators, and virtual trades on stocks, crypto, and forex.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  19. Stelar Signals @stelardigital/stelar-signals-mcpCrypto market signals and portfolio telemetry. 6 tools pay-per-call in USDC, no API key.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  20. Furlpay Cli @furlpay/furlpay-cliStablecoin payments, swaps, stock orders, market data, travel booking, yield and card controls.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  21. Fahali @fahaliai/fahaliMarket-risk for AI agents: verified lead time, signed receipts, judged record. Not advice.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  22. OpenBudget MCP Server @openbudget/mcpAsk your AI about bank accounts, spending, debts, holdings, and investment activity.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  23. Bullrun @bull-run/bullrunGlobal stock research, ML forecasts, valuation signals, screeners & portfolio tracking in Claude4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  24. BankBridge @bankbridge/serverRead-only banking and personal finance for AI agents: accounts, transactions, spending, budgets.17% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.