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MCP servers tagged portfolio-tracker
15 live MCP servers tagged "portfolio-tracker", ranked by trust score. Tags come from package metadata and repository topics, so this list covers servers across every category that work with portfolio-tracker.
Fenek Portfolio Companion
Read-only MCP server aggregating your portfolio across EU wallets, exchanges and brokers for AI analysis. Data stays local, no telemetry.
Folioneer
Private, local-first investment portfolio tracker for desktop: accounts, holdings, cost basis, performance, multi-currency. Your data stays on your device.
Portfolio Tracker
Self-hosted stock portfolio & swing-trading discipline dashboard — vanilla JS + Express + Postgres, with Claude AI (thesis desk, trade audits) and an MCP server
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
Personal Finance
Self-hosted personal finance & investment manager: budgets, loans, goals, read-only Trading 212 / IBKR / Binance sync, Excel export and an optional permission-gated AI (MCP). Desk…
finlynq/finlynq
host with Docker + PostgreSQL or use the managed cloud.
Ksei
Unofficial MCP server for AKSes KSEI (akses.ksei.co.id) portfolio data
EchoForge
Zero-leakage, biometric-secured portfolio tracker: live data, local encryption, and cross-device FIDO2 authentication for finance and crypto.
United Dashboard
Multi-broker, multi-currency portfolio tracker — MCP broker sync, corporate-action engine, FastAPI + Expo PWA
Stockpilot MCP
Read-only MCP server for stock portfolio analytics across 30+ brokerages (Robinhood, Fidelity, Schwab, E*TRADE, IBKR, Vanguard, Webull, etc.) via SnapTrade
Debank Scraper
Async EVM wallet portfolio & DeFi position scraper from DeBank with Model Context Protocol (MCP) server support
Coffer
Self-hosted Moneydance alternative and replacement: double-entry personal finance in your browser, reachable from anywhere over HTTPS with passkey-only login. Full-history Moneyda…
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…
Debank API Portfolio
DeBank API Portfolio provides a typed multi-chain toolkit for wallet balances, token holdings, protocol positions, transaction exports, daily snapshots, and asset monitoring. Use…