A Model Context Protocol (MCP) server for managing investment portfolios, enabling transaction tracking, position management, alerts, and daily snapshots with Google Drive sync.
A read-only MCP server that provides access to Charles Schwab account data and market information, including portfolio positions, real-time quotes, options chains, price history, and account balances through AI assistants.
A read-only MCP server that connects to Interactive Brokers Gateway or TWS to expose account, contract, execution, and historical-data queries over stdio.