15 #portfolio MCP Servers & Clients
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.
All
Boba MCP
Able-labs-xyz
Boba CLI - The bridge between agents and decentralized trading.
Quantoracle
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.
Agentberg
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
Portfolio Analyzer
Aakash356A
Analyze your porfolio
Wallet Portfolio X402
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.
Luzia Crypto Prices
luziadev
MCP server for real-time crypto prices, OHLCV history, and cross-exchange comparison from Binance, Coinbase, Kraken, OKX, and Bybit
Skillmatch Mcp
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.
MCP (My Career Portfolio) Server
wonnyboi
SSAFY 학생들을 위한 프로젝트 포트폴리오 및 면접 준비 도우미 서버
ZPL Engine MCP
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.
Quantrisk
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.
INDmoney MCP
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
TradeStaq — AI Trading Intelligence
the-staq
31 AI-powered trading tools. Create strategies, backtest, deploy bots, copy top traders, and manage crypto
Mcp Portfolio Ideas
MetaPartner-AI
MCP Portfolio Ideas helps you expand your LLM conversations with solid financial tools, efficient thinking, and relevant data.
Longbridge MCP
longbridge
US/HK markets — 133 tools: quotes, options, orders, fundamentals, IPO, alerts, DCA & portfolio
Atv By Aarna
aarna-ai
SDK to use ATV
Frequently asked questions
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.
How many #portfolio MCP servers and clients are there?
- mcp.so currently lists 15 MCP servers and clients tagged #portfolio.
How do I install a #portfolio MCP server?
- 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.