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by l4b4r4b4b4

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Alternatives to portfolio-mcp

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      An MCP server that enables AI agents to query real-time financial data including stock quotes, market indices, company fundamentals, and portfolio tracking.
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      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.
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    TDQS

    A4.1/5.0

    Scored across 26 tools

    Disambiguation5/5

    Each tool has a distinct purpose: portfolio CRUD, analysis, optimization, data generation, crypto info, and utility. There is minimal overlap; even related tools like optimize_portfolio and apply_optimization are clearly differentiated.

    Naming Consistency5/5

    Tool names follow a consistent verb_noun pattern (e.g., create_portfolio, get_portfolio_metrics, list_portfolios). The few phrase-based names like health_check are minor deviations but do not detract from overall clarity.

    Tool Count5/5

    26 tools is a comprehensive but well-scoped set for a portfolio management server. Each tool addresses a specific aspect of portfolio creation, analysis, optimization, or data retrieval without redundancy.

    Completeness4/5

    The tool surface covers CRUD, analysis, optimization, data generation, and crypto support. Minor gaps exist, such as no tool for adding/removing individual assets or importing/exporting data, but core workflows are well-supported.

    Maintenance

    ActivityInactive
    ResponsivenessNo issues