Skip to main content
Glama
kobimantzur

IBI Portfolio MCP

by kobimantzur
OverviewSchemaSourceRelated ServersDiscussionsAdmin
Python
Local

Related Servers

Alternatives to IBI Portfolio MCP

No user-submitted related servers found.

    Related Servers

    • robinhood-readonly-mcp

      nischalsrinivas
      A
      license
      B
      quality
      C
      maintenance
      Provides read-only access to Robinhood portfolio data, enabling AI assistants to perform portfolio analysis, research, and comparison through natural language queries.
      16
      MIT

    • ibkr-mcp

      yigitabi5444
      A
      license
      B
      quality
      D
      maintenance
      Gives AI assistants real-time access to Interactive Brokers accounts via the Client Portal Web API, with 26 read-only tools for portfolio, market data, options, and scanner.
      32
      14 npm
      2
      MIT

    • t212-mcp-server

      paulaigue
      A
      license
      Not graded
      quality
      D
      maintenance
      Provides read-only access to Trading 212 accounts, enabling AI assistants to retrieve portfolio positions, account summaries, instrument data, and transaction history.
      19 npm
      5
      MIT
    • Truthifi MCP server by Truthifi

      Truthifi MCP serverofficial

      Truthifi
      A
      license
      Not graded
      quality
      A
      maintenance
      Enables AI assistants to read a verified household financial record across linked accounts, including holdings, transactions, fees, performance, cash flow, advisors, diagnostics, and score findings. It can also refresh connections and manage manually tracked assets or liabilities inside the service, but cannot move money or place trades at financial institutions.
      MIT

    • OKX MCP Server

      mbarinov
      A
      license
      A
      quality
      D
      maintenance
      Enables AI assistants to interact with OKX trading accounts through read-only access to retrieve portfolio information, trading positions, order history, and account analytics. Provides secure, local processing of trading data without storing sensitive information or enabling trade execution.
      5
      22 npm
      4
      MIT

    • IB Async MCP Server

      Hellek1
      A
      license
      Not graded
      quality
      B
      maintenance
      Enables read-only access to Interactive Brokers data including contracts, market data, news, fundamentals, and portfolio/account information for LLM workflows and autonomous agents.
      44 PyPI
      19
      BSD 3-Clause
    Deploy Server
    Let your AI agent see the webWeb-to-screenshot MCP for Claude, Cursor and Codex. No cookie banners. Free to start.snap-render.comAd

    TDQS

    B3.4/5.0

    Scored across 2 tools

    Disambiguation5/5

    The two tools target clearly distinct resources: portfolio holdings/value versus account activity/executions. There is little risk of confusing one for the other.

    Naming Consistency5/5

    Both tools follow a consistent get_<resource> pattern. The naming is predictable and readable.

    Tool Count3/5

    Two tools is quite thin for a portfolio-oriented server, even if the scope is intentionally read-only. It covers two key views but leaves little room for additional portfolio operations.

    Completeness3/5

    The surface covers portfolio summary and recent activity, but omits common operations such as per-position lookup, performance history, or order placement. As a read-only monitor it is useful but notably incomplete.

    Maintenance

    ActivityMaintained
    ResponsivenessNo issues

    Resources