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MCP servers tagged portfolio-management
25 live MCP servers tagged "portfolio-management", ranked by trust score. Tags come from package metadata and repository topics, so this list covers servers across every category that work with portfolio-management.
AI Berkshire
AI 时代的伯克希尔：基于 Claude Code / Codex 的价值投资研究框架。巴菲特·芒格·段永平·李录四大师方法论 + 多Agent并行研究。| AI-era Berkshire: a value investing research framework built for Claude Code / Codex. 4 masters' met…
Skills
Reusable Skills for LLMQuant Agent, Claude Code, Claude.ai, Cursor, Hermes Agent, OpenClaw and Codex, grounded in LLMQuant Data
Tradingcodex
Turn Codex into your investment workflow team
PMOSkills
The definitive PMO operating manual & executable skill framework aligned with PMI PMBOK® 8th Edition. Standardizes lifecycle delivery (Predictive/Agile/Hybrid), decision routing,…
Cryptotrader AI
加密货币 AI 自动交易与回测系统 · LangGraph 多代理辩论 + 硬性风控 + 决策日志 | AI-powered crypto trading & backtest with LangGraph multi-agent debate, hard risk controls, and Decision Journal
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…
Scout Onchain
A customizable onchain portfolio manager for AI agents, powered by Zerion.
Tasleemat
Bilingual (English & Arabic) PMO Operating System with 114 standardized deliverables, companion JSON schemas (Draft 2020-12), interactive Terminal Workstation (TUI), Stage-Gate go…
Casper AI Portfolio Agent
Autonomous AI portfolio agent on Casper Testnet — x402 settle, Odra store_analysis, live RWA context, and on-chain explorer proofs.
My Learning Journey
The Portfolio System transforms academic coursework into a professional career development platform for BS IT Network & Cybersecurity students. It provides automated portfolio gen…
demwick/polymarket-agent-mcp
time WebSocket price streaming. Preview mode for simulation, live mode for real orders.
disin7c9/asset-management
only tools it reports rather than recomputes; publishes a `portfolio://guarantees` trust manifest.
Trading Partner
Local-first MCP for durable investment research, portfolio context, risk, and monitoring across A-shares, US/KR markets, and cross-asset facts.
CryptoPortfolioMCPServer
Read-only cryptocurrency portfolio management MCP server for Binance, Coinbase, and Kraken
W Bonkers
Your AI agent runs your stock plan on rails — agent-installable NSE portfolio autopilot for Claude Code & Codex. Deterministic engine, Todoist feedback loop, everything archived l…
Robinhood AI Portfolio Analyzer
Production-grade AI portfolio copilot: PydanticAI + MCP agents, Robinhood sync, macro analysis, and streaming chat on FastAPI & Next.js
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.
Smart Portfolio MCP
MCP-driven multi-agent investment portfolio rebalancing system with Telegram interface
Stonks
Personal quant research and trading system: market data ingestion, a strategy lab with robust validation (walk-forward, permutation tests), a strategy registry, and a daily risk-c…
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…
Finance Portfolio
Technical preparation toolkit for buy-side roles: portfolio analytics in Python, Claude Agent skills, VBA macros for Excel, and SQL exercises
Wolf
AI portfolio-management runtime for macOS. Watches obsessively, lacks feelings — the model advises, deterministic code decides. Experimental: paper trading only, not investment ad…
Mjresearch
Local-first equity research where the LLM never produces a number. Questions compile to a typed plan of Python metrics; the model only narrates results it did not compute, and eve…
Is It Moving
A read-only Agent Skill for founders, PMs, and operations leaders that turns Jira, YouTrack, Notion, Trello, and 17 more trackers into execution decisions.
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…