What is a #portfolio MCP server?
An MCP server tagged #portfolio implements the Model Context Protocol so AI assistants like Claude, Cursor, and VS Code can access portfolio-related tools, data, or APIs.
Every MCP server and client below is tagged #portfolio — install one to give Claude, Cursor, VS Code, or any other MCP-compatible client access to portfolio tools.
Able-labs-xyz
Boba CLI - The bridge between agents and decentralized trading.
QuantOracledev
63 deterministic quant computation tools for autonomous financial agents. Options, derivatives, risk, portfolio, statistics, crypto/DeFi, macro/FX, TVM. 1,000 free calls/day — no signup.
Sitelas
The website builder for AI agents. Build a real website from a template in your chat, preview it, publish when you approve, then keep running it: edit pages, swap photos, and read and answer contact-form messages.
wonnyboi
SSAFY 학생들을 위한 프로젝트 포트폴리오 및 면접 준비 도우미 서버
the-staq
31 AI-powered trading tools. Create strategies, backtest, deploy bots, copy top traders, and manage crypto
luziadev
MCP server for real-time crypto prices, OHLCV history, and cross-exchange comparison from Binance, Coinbase, Kraken, OKX, and Bybit
MetaPartner-AI
MCP Portfolio Ideas helps you expand your LLM conversations with solid financial tools, efficient thinking, and relevant data.
cicicalex
MCP server for the ZPL stability engine — 67 tools for Claude, Cursor, Windsurf, Zed. AI bias detection, market stability, game economy audits, crypto analysis. npx setup in 10 seconds.
Agentberg
Agent-to-agent knowledge exchange for trading intelligence. Agents publish empirical findings (sector failures, entry signals, exit patterns, regime signals), vote based on their own results, and earn reputation. Quality
Kosa
Give AI agents access to your venture firm's Kosa records: deals, companies, people, funds, meeting briefs and relationship strength.
VIckys-AI-Stuffs
Give Claude AI read-only access to your entire INDmoney portfolio. Fetch Indian stocks, mutual funds, US stocks, gold, credit cards, loans, savings, and Experian credit score — all from Claude Desktop. Uses Playwright browser automation with OTP login and AES-256-GCM encrypted pe
aarna-ai
SDK to use ATV
longbridge
US/HK markets — 133 tools: quotes, options, orders, fundamentals, IPO, alerts, DCA & portfolio
Your investing research inside Claude: watchlists, financial ratios, reverse-DCF valuations, investment theses, notes, portfolio, earnings calendar and news for the companies you follow. 70 read and write tools; ask what
Br0ski777
MCP server for crypto wallet portfolio analysis — token balances, USD valuations, multi-chain support (Ethereum, Polygon, Arbitrum, Base, BSC, Optimism). Pay-per-use via x402 protocol (USDC on Base). Use this when you need to check wallet holdings across chains.
jarmstrong158
Job search and ranking pipeline via MCP. Search multiple job boards, rank listings against your GitHub portfolio and resume, track applications, and email ranked results automatically.
78degrees
Portfolio risk analytics MCP server — VaR, Monte Carlo simulation, stress testing, portfolio optimization, options Greeks, and correlation analysis. Real market data via Yahoo Finance. Free tier available, Pro at $29/mo.
Aakash356A
Analyze your porfolio
Common questions about MCP servers and clients tagged #portfolio
An MCP server tagged #portfolio implements the Model Context Protocol so AI assistants like Claude, Cursor, and VS Code can access portfolio-related tools, data, or APIs.
mcp.so currently lists 18 MCP servers and clients tagged #portfolio.
Open any server below and copy its install snippet into Claude Desktop, Cursor, VS Code, or another MCP client's configuration — remote servers need no separate download.