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MCP servers tagged portfolio-analysis
12 live MCP servers tagged "portfolio-analysis", ranked by trust score. Tags come from package metadata and repository topics, so this list covers servers across every category that work with portfolio-analysis.
Fenek Portfolio Companion
Read-only MCP server aggregating your portfolio across EU wallets, exchanges and brokers for AI analysis. Data stays local, no telemetry.
Artha Skills Hub
Agent Skills for Indian retail investing. Method, not fetching: P&L and XIRR, concentration, risk metrics, market-data literacy, fund overlap, filings forensics, and taxation stru…
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.
Portfolio MCP
Portfolio analysis MCP server powered by mcp-refcache - Comprehensive portfolio metrics, optimization, and risk analysis for AI assistants
Aifolimizer
Local MCP server that turns Claude into a markets analyst over a live Wealthsimple portfolio. 28 skills, 107 tools, 15 data adapters, all free or free-tier data: no paid subscript…
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.
Mfmcp
Local-first MCP server, CLI, and dashboard for analyzing your Indian mutual-fund portfolio from a CAS PDF: XIRR, LTCG harvesting, SIP/STP detection, overlap.
Easyquotes
Market data API, Python SDK & MCP for A/HK/US stocks — ETF holdings, fund portfolios & institutional positions. A股/港股/美股行情 API、Python SDK 与 MCP，支持 ETF 持仓、基金组合和机构持仓。
Wealvest AI
MCP-Powered Wealth Intelligence Platform
Cityfalcon MCP
NLP for Finance Project '25 | MCP server for CityFALCON financial news and DCSC portfolio analysis APIs
Claude Code Crypto Lab
Hands-on Claude Code lab for safe agentic development with project memory, subagents, skills, hooks, MCP, observability, and CI/CD using a Python crypto portfolio app.
MCP
Free remote MCP server: analyze nested multi-strategy portfolios and backtest trading rules on real price history. No API key.