Stockportfolio

Name: Stockportfolio
Author: avisre

@avisreMCP server · External

Filing-grounded US financial data — every value returns with its SEC filing source. No estimates.

Stock marketv0.3.1MITJavaScript

Freeno charge per call

How to install

Runs on your machine from its package; the steps are below.

What it does

Reads
Writes
High impact

At most: only reads or looks up information.

What it costs

Free

Odel charges nothing per call. The publisher may charge for its own service.

Runs locally over stdio

This server isn't hosted — your MCP client launches it from a package registry. Use one of the commands below, or drop the config into your client (e.g. Claude Desktop).

npmstockportfolio-mcpv0.3.1

Run

npx -y stockportfolio-mcp

MCP client config

{
  "mcpServers": {
    "stockportfolio": {
      "command": "npx",
      "args": [
        "-y",
        "stockportfolio-mcp"
      ]
    }
  }
}

README4 min readView on GitHub

stockportfolio-mcp

Filing-grounded US stock data for your agent — financials, SEC filing timelines, company comparisons and fund profiles, where every returned value carries the URL of the filing it came from. Missing data comes back missing; nothing is estimated.

bash

# Get a key (Dev plan: $19.99/month, 200 credits) → https://stockportfolio.pro/api

Install

Add this to your MCP client's config and restart it:

Claude Desktop — ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

json

{
  "mcpServers": {
    "stockportfolio": {
      "command": "npx",
      "args": ["-y", "stockportfolio-mcp"],
      "env": { "STOCKPORTFOLIO_API_KEY": "your-key-here" }
    }
  }
}

Cursor — ~/.cursor/mcp.json, same block.

Then ask your agent something like "Use sp_financials for NVDA and show the period and the filing source for each figure."

Requires Node 18 or newer; npx fetches the package on first run. Nothing else to install — this package bundles everything it needs.

Tools

tool	what it returns	cost
`sp_financials(ticker, tool?)`	Period-locked figures from the filed statements. `tool` picks the view: `earnings-quality` (default), `dilution`, `buybacks-vs-dilution`, `revenue-consistency`, `profitability-trend`, `cash-flow-quality`, `free-cash-flow-trend`, `debt-snapshot`, and more.	1 credit
`sp_filing(ticker)`	Recent 10-K / 10-Q / 8-K / Form 4 with dates and direct EDGAR links.	1 credit
`sp_compare(tickers)`	Two tickers side by side, from their latest filed annuals. Periods stay separate.	1 credit
`sp_screen(tickers)`	Ranks up to ten tickers by filed revenue growth.	1 credit
`sp_fund(symbol)`	ETF / mutual-fund costs, holdings, allocation, performance, risk. Labelled fund data — never presented as company SEC data.	1 credit
`sp_ask(question)`	A filing-grounded answer plus its source class (`filed` / `fund-data` / `live-web`).	4 credits
`sp_health()`	Liveness probe: version, tool count. Free.	0

Credits are the monthly allowance on your key (200/month on the Dev plan) and reset on the 1st. sp_health answers even when the key is wrong or the allowance is spent, so a probe can tell an exhausted key from a dead service.

What a response looks like

Real response, trimmed — this is sp_filing("NVDA"):

json

{
  "tool": "filing-timeline",
  "symbol": "NVDA",
  "generatedAt": "2026-09-11T18:39:50.366Z",
  "data": {
    "tool": "filing-timeline",
    "symbol": "NVDA",
    "source": "SEC EDGAR",
    "filings": [
      {
        "form": "4",
        "label": "Form 4 (insider ownership)",
        "date": "2026-09-08",
        "url": "https://www.sec.gov/Archives/edgar/data/1045810/000119903926000014/xslF345X06/wk-form4_1788901755.xml"
      }
    ]
  },
  "source": {
    "type": "filed",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000119903926000014/xslF345X06/wk-form4_1788901755.xml",
    "period": null,
    "note": "Informational research only — verify in the linked SEC filing. Not investment advice."
  },
  "warnings": [],
  "citation": {
    "filingSource": "https://www.sec.gov/Archives/edgar/data/1045810/000119903926000014/xslF345X06/wk-form4_1788901755.xml",
    "verifyAt": "https://www.stockportfolio.pro/stocks/NVDA?utm_source=mcp&utm_medium=integration&utm_campaign=stockportfolio-mcp",
    "poweredBy": "StockPortfolio.pro — filing-grounded US company data"
  }
}

source.url is the point of the whole thing: an agent can cite the filing instead of asserting a number. When a field has no filing URL the response says so rather than quietly omitting it, and warnings flags a filing that was incomplete.

What's in this package

A stdio MCP server that proxies to the hosted endpoint at https://www.stockportfolio.pro/mcp. It reads JSON-RPC on stdin, forwards each request with your key as a bearer header, and relays the reply to stdout. No filing data, no model code and no server logic ship in the tarball — the only thing it holds is the key you give it, and it sends that key nowhere except that endpoint.

Because the endpoint is stateless, one bridge per client is fine and there is no session to resume — a dropped connection is rebuilt on the next call.

Troubleshooting

symptom	cause
`The API key was rejected`	`STOCKPORTFOLIO_API_KEY` is missing, revoked, or pasted with quotes.
`Out of credits for this month`	The monthly allowance is spent. It resets on the 1st, or add credits at the pricing page.
`Rate limited`	Too many concurrent calls; retry shortly.
`npx` can't find the package	Node 18+ is required. `npx -y stockportfolio-mcp` from a terminal shows the same error your client sees.
Client shows no tools	Restart the client after editing the config — the MCP config is read at startup.

The bridge prints its errors to stderr, which most MCP clients surface in their log pane. To see them directly, run it yourself: