1. Conduid
  2. RAG
  3. PortfolioDB
MCP server · RAG

PortfolioDB

by · github.com/amosgeva/PortfolioDB

Self-hosted portfolio ledger on Postgres. Append-only and lot-based, with FIFO and average-cost engines that compute cost basis on read. Ships an MCP server your own AI agents can query. No accounts, no telemetry, no broker credentials.

Unclaimed accountingai-agentcost-basisdockerfifoinvestinginvestment-trackerledgermcpmcp-servermodel-context-protocolpersonal-financeportfolio-managementportfolio-trackerportfolio-tracker-freepostgrespostgresqlprivacyself-hostedselfhosted
InstallView source
34Low

Scored yesterday · breakdown

About PortfolioDB

PortfolioDB is an MCP server published by amosgeva in the RAG category: self-hosted portfolio ledger on Postgres. Append-only and lot-based, with FIFO and average-cost engines that compute cost basis on read. Ships an MCP server your own AI agents can query. No accounts, no telemetry, no broker credentials. It has been installed 0 times through Conduid.

Install

Clone
git clone https://github.com/amosgeva/PortfolioDB

This server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.

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Security checks

  • ·README presentNot checked yet.
  • ·License declaredNot checked yet.
  • ·Tests presentNot checked yet.
  • ·Dependencies pinnedNot checked yet.
  • ·No dynamic code executionNot checked yet.
  • ·Scoped permissionsNot checked yet.
Questions

About PortfolioDB

How do I install PortfolioDB?

Run git clone https://github.com/amosgeva/PortfolioDB, then add the server to your MCP client's configuration. Conduid has recorded 0 installs, so the command is known to work with current clients.

Is PortfolioDB safe to use with an AI agent?

Its trust score is 34 out of 100 (low). Conduid hasn't run static security checks on this repository yet, so review the source yourself before granting it credentials. It has no ConduID identity yet, so agent calls to it are not receipted.

Is PortfolioDB still maintained?

Conduid hasn't recorded a commit date for this repository yet. Check the repository directly for recent activity.