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. Kalshi @yakub268/kalshiSearch, analyze, and trade Kalshi prediction markets through Claude Desktop7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  2. OneQAZ Trading Intelligence @wnsod/oneqaz-trading-mcpLive market data, signals, positions, and macro analysis for crypto, KR stocks, and US stocks.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  3. YIELD INTELLIGENCE — Passive Income MCP @thebrierfox/intuitek-acePassive income opportunity scanner. Yield analysis and portfolio optimization for AI agents.14% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  4. Tradestaq @the-staq/tradestaq-mcpAI-powered crypto trading tools. Strategies, backtests, bots, and portfolio management.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  5. Hive Capital @srotzin/hive-mcp-capitalHiveCapital MCP Server — autonomous investment layer for AI agents11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  6. Sentinel Execution @rohith1125/sentinel-execution-mcpAI-controlled algorithmic trading engine exposing 40 MCP tools across 9 namespaces.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  7. SAGE — Solver-Augmented Grounding Engine @pragnakar/sage-solver-mcpLLM-native optimization solver: LP, MIP, portfolio & scheduling via HiGHS/OR-Tools.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  8. Limitless MCP Server @joinquantish/limitlessMCP server for Limitless Exchange prediction markets on Base7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from a package registry.
  9. Obol @halfkey/obolSolana agent gateway via x402. Wallet, token, DeFi, and swap tools. Pay per request.10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  10. Finhay Securities (FHSC) MCP @finhay/mcp-serverFinhay Securities — stock prices, portfolio, gold, crypto, and macro data via AI6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  11. Angel One @ameernoufil/angel-oneAngel One SmartAPI MCP for orders, portfolio, market data, GTT rules, charges, and margin.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  12. Local-first personal finance MCP @adelaidasofia/finance-mcpLocal-first personal finance MCP. Aggregates bank, brokerage, credit, and loan accounts via Plaid.…9% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from MCPB.
  13. Atv @aarna-ai/atvAccess Aarna's DeFi yield vaults — query NAV/TVL/APY, build transactions, track portfolios.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  14. Capital.com MCP Server @simontarara62/capitalcom-mcp-serverUnofficial community MCP for the Capital.com Open API. Guarded two-phase trades; demo-first.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  15. Flipcoin @mrtalecky/flipcoinAgent-first prediction markets on Base. Trade, quote, create markets via MCP.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  16. Portfolio Signals @khizarshabir1/portfolio-signalsReal-time stock quotes and technical signals: RSI, MACD, SMA crossovers via Yahoo Finance.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  17. Quant Research MCP @flawlessbyte/quant-research-mcpPaper-backed quant trading methods and a deterministic, no-LLM decision helper for serious traders.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  18. EvidInvest @evidinvest/mcp-serverSEC filings and financial data for AI agents: 59 tools for statements, valuation and supply chains.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  19. Personal Finance Ai @csoai-org/personal-finance-ai-mcpPersonal Finance Ai MCP Server by MEOK AI Labs10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  20. Crypto Tracker Ai @csoai-org/crypto-tracker-ai-mcpCrypto Tracker Ai MCP Server by MEOK AI Labs11% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  21. Truthifi @truthifi/mcpOne verified household record for your AI: accounts, holdings, fees and Score. Can't move money.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  22. Coin Railz MCP @coinrailz/mcp63 paid services via USDC: crypto analytics, satellite, IoT, AI inference, prediction markets.13% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  23. Realmint @realmint-io/mcpAgent-native scoring, search and routing for tokenized real-world assets across multi-chain.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  24. Profitelligence MCP @profitelligence/mcp-serverFinancial intelligence: insider trades, SEC filings, 13F holdings, and market signals.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.