- Conduid
- Marketplace
- #investing
MCP servers tagged investing
32 live MCP servers tagged "investing", ranked by trust score. Tags come from package metadata and repository topics, so this list covers servers across every category that work with investing.
ferdousbhai/tasty-agent
Let Claude manage your tastytrade portfolio.
Trade-Agent/trade-agent-mcp
Guide to connect to Trade It's MCP server and trade stocks, crypto, and options
Finam MCP
Finam MCP Server
Cc Equity Research
Turn Claude Code into an equity-research agent: 24 analysis skills (Anthropic's open-source bundle + community), a single data MCP, and a personalization layer for investors at an…
Fenek Portfolio Companion
Read-only MCP server aggregating your portfolio across EU wallets, exchanges and brokers for AI analysis. Data stays local, no telemetry.
Stock Price 4 Fun
Mrzaizai2k Stock Assistant Bot: Your all-in-one stock analysis companion. Calculate payback time, find support/resistance, and receive market warnings.
Wealthfolio
MCP server for Wealthfolio — read-only portfolio analysis and advisory rebalancing for LLM clients
Minty Investing
Local-first research & portfolio-monitoring tool for Indian retail equity investors, built on a real connected Zerodha account. Not a hosted app — a workspace/ directory on disk t…
Synthetick Oss
Turn an investment thesis into audited, evidence-backed picks. MIT.
Folioneer
Private, local-first investment portfolio tracker for desktop: accounts, holdings, cost basis, performance, multi-currency. Your data stays on your device.
Haruspex Skills
Anthropic Agent Skills for stock traders, powered by Haruspex.
Tinvest MCP
Неофициальный MCP-сервер Т-Инвестиций (T-Invest MCP, Тинькофф Инвестиции) — open-source альтернатива: подключите ИИ-агента к брокерскому счёту. Песочница, риск-лимиты, токен остаё…
Shinobidata
Portfolio analytics + 360° US-equity research as an MCP server. 32 OAuth-protected tools for Claude, ChatGPT, and any MCP-compatible client. Live at https://mcp.shinobidata.com
India Invest
Value-investing analysis for Indian stocks, MFs, ETFs and your own holdings, grounded in a private brain of the sources you follow. Read-only, no auto-trading.
Distilla MCP
Distilla MCP server financial analysis and investment research: fundamentals, analyst estimates, earnings transcripts, valuation, stock screening
OpenTraderWorld
Free and source-available, self-hostable trading workspace: data, backtest, trading journal, news aggregator, rich-doc editor, portfolio, 20+ modules — with a built-in MCP server…
Manmankan
A 股本地数据筛选器：自选/行业/题材/全市场 → CLI + AI-readable JSON · 告诉你坐标，不替你决策
Portosync
Collect investment portfolio to local database
Mutual Funds Groww MCP
Connect AI assistants to Groww's live API using this custom MCP server to run real-time mutual fund filters, manager profiling, risk metrics, and portfolio diagnostics.
AI Investment Courses
AI Investment Academy — professional and junior courses for building MCP servers with Claude Code
Myfund MCP Server
MCP server dla myFund.pl — narzędzia portfela inwestycyjnego dla Claude
Quant.ai
US-equity quant research that lives inside your AI assistant (Claude/Codex via MCP): explainable ratings, key levels & daily briefs from one command. CLI + MCP, bilingual EN / 中文.
Smallcase MCP
UNOFFICIAL, read-only MCP server for smallcase's public data (catalog, returns, risk, stocks, funds). Not affiliated with smallcase; not the official smallcase MCP.
Fast Financial Charts
WebGL2 financial charts for the web: 90 indicators, drawings, multi-pane layouts, live tick streaming, and an MCP tool surface for AI agents. Headless, MIT licensed, and battle-te…
Claude Multi Agent Investing
Claude Code framework: 12 AI agents (Buffett/Munger/Burry personas + analysts) debate your portfolio through 13 commands. Tax-aware for Canadian accounts. Advisory only.
Stoquant MCP
Official MCP server for StoQuant — 48 read-only stock-research tools for Claude: Q-Score, ML outperformance odds, screeners, insider data, alt-data, macro. Free tier.
Openportfolio
Self-hosted portfolio tracker: every account as one net worth, the investor flows behind the price, and a Brier-scored record of the calls you made. No provider API key.
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…
Sponda
Inflation-adjusted valuation indicators for ~18,000 listed companies in the US and Brazil. MCP server, markdown pages, JSON API. Live at sponda.capital
Sec Engine
MCP server exposing SEC EDGAR financial data to LLMs
Truthifi MCP
One verified household record for your AI: accounts, activity, holdings, fees, performance, cash flow, the advisors on your accounts, financial diagnostics, and your Truthifi Scor…
Tax Skills
Claude skills for US investment tax analysis: lot-level gain and loss, wash-sale screening across accounts and UMA sleeves, exact optimizers, and versioned rule packs. Analysis on…