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MCP servers tagged net-worth
5 live MCP servers tagged "net-worth", ranked by trust score. Tags come from package metadata and repository topics, so this list covers servers across every category that work with net-worth.
Wilson
Privacy-first AI bookkeeper — import transactions, categorize spending, track budgets, and generate financial reports. All data stays local in SQLite.
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…
Tallyo
Self-hosted personal finance tracker for your household — transactions, budgets, net worth, and portfolio via Plaid, SimpleFIN, and crypto wallets. Go + React PWA, single binary,…
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.
Financeos
Open-source, self-hostable AI finance app for personal & business money: double-entry ledger, expense tracker, subscriptions, projects, payroll, net worth & cash-flow forecasts. B…