MCP servers tagged portfolio-management

5 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.

live servers

avg trust

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…

Tradingcodex

Turn Codex into your investment workflow team

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.