Skip to main content
Glama

Related Servers

Alternatives to asset-management

No user-submitted related servers found.

    Related Servers

    • A
      license
      Not graded
      quality
      C
      maintenance
      MCP server for natural-language daily stock/ETF strategy backtesting. It provides constrained tools for strategy specification, data validation, queue-based backtests, and verifiable result artifacts.
      2
      Apache 2.0
    • F
      license
      Not graded
      quality
      C
      maintenance
      An MCP server that exposes personal financial data — transaction ledger, portfolio holdings, live/historical market prices, and quantitative risk metrics — as standardized tools, resources, and prompts, enabling natural language reasoning over real computed numbers.
      -
    • A
      license
      A
      quality
      B
      maintenance
      A local MCP server that gives AI agents read-only access to real brokerage accounts across 16 brokers and exchanges, while keeping API keys on the user's machine. It enables portfolio overviews, positions, trade history, and performance statistics through natural-language queries.
      6
      1
      MIT
    • F
      license
      Not graded
      quality
      B
      maintenance
      MCP server for personal finance management. Enables natural language expense logging, budgeting, recurring charge detection, and statement import with deterministic local calculations.
      -
    • A
      license
      Not graded
      quality
      C
      maintenance
      Local-first backtesting engine with built-in overfitting detection (PBO, deflated Sharpe, bootstrap CI, walk-forward) and a native MCP server for AI agents to validate trading strategies.
      4
      Apache 2.0

    TDQS

    A4.6/5.0

    Scored across 8 tools

    Disambiguation5/5

    Each tool has a clearly distinct purpose: onboarding allocation, portfolio summary, risk analysis, rebalancing, fund facts, gap discovery, ticker screening, and strategic allocation. There is no ambiguity between any pair.

    Naming Consistency4/5

    All names use snake_case with two words, but the pattern mixes verb_noun (discover_gaps, screen_candidate, propose_allocation), noun_noun (portfolio_summary, risk_report, securities_facts), and adjective_noun (starter_allocation). It is mostly consistent and readable, but not perfectly uniform.

    Tool Count5/5

    With 8 tools, the server is well-scoped for an asset management assistant. Each tool serves a distinct function without unnecessary overlap, covering core operations like allocation, analysis, rebalancing, and screening.

    Completeness5/5

    The tool surface covers the full lifecycle of portfolio management: starting allocation, strategic proposal, performance reporting, risk analysis, rebalancing, fund information, gap identification, and new investment screening. No obvious gaps are present for a read-only advisory system.

    Maintenance

    ActivitySlowing
    ResponsivenessNo issues