Skip to main content
Glama
larrytao05

Portfolio MCP

by larrytao05
OverviewSchemaSourceRelated ServersDiscussionsAdmin
Python
Remote

Related Servers

Alternatives to Portfolio MCP

No user-submitted related servers found.

    Related Servers

    • Vedha JSON MCP

      kruthin-daacs
      F
      license
      A
      quality
      B
      maintenance
      Enables exploring Vedha access patterns through read-only, fixture-backed tools for listing contexts, retrieving canvas models, diagnoses, atlas reviews, and audits before connecting a production backend.
      5
      -

    • Amazon Ads Simulator MCP

      automatasleuth
      F
      license
      Not graded
      quality
      C
      maintenance
      Enables read-only inspection of ad-bid recommendations, scenario analysis, and explanation of threshold decisions using synthetic fixtures, without requiring live ad accounts or credentials.
      -

    • mcp-resource-server

      curtismu7
      F
      license
      Not graded
      quality
      B
      maintenance
      Serves read-mostly MCP tools across ten mock verticals and investment use cases, each backed by bundled SQLite databases, with optional proxying of investment tools to a user-supplied banking API. It enables clients to query realistic vertical data through OAuth-protected MCP endpoints over HTTP or WebSocket.
      -

    • trclient-mcp

      abuaz01
      A
      license
      A
      quality
      B
      maintenance
      Enables local management of Trade Republic accounts, including portfolio, cash, orders, documents, and market data, with dry-run order previews and safety guardrails.
      22
      MIT

    • ai-trading-kit

      Dimas-100
      A
      license
      Not graded
      quality
      A
      maintenance
      Enables AI assistants to connect to brokerage accounts in read-only mode so users can inspect balances, positions, and orders, and provides a local lab for backtesting strategies and simulated trading with pretend money.
      MIT

    • Origin Read-only MCP

      ianmatson
      A
      license
      A
      quality
      C
      maintenance
      Enables MCP clients to read Origin Financial account, transaction, category, and budget data, currently via a synthetic demo mode.
      2
      5
      MIT
    Deploy Server
    One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

    TDQS

    A3.8/5.0

    Scored across 3 tools

    Disambiguation5/5

    Each tool targets a distinct resource: accounts, holdings, and transactions. There is no overlap in their purposes, making selection unambiguous.

    Naming Consistency5/5

    All names follow a consistent verb_noun pattern using 'list' or 'get' followed by the resource. Minor verb variation is acceptable and does not introduce confusion.

    Tool Count5/5

    Three tools is well-scoped for a read-only portfolio server. Each tool covers a necessary aspect without redundancy or bloat.

    Completeness4/5

    The set covers core portfolio reading: account discovery, holdings, and transactions. Missing features like account-level performance or cash balances are minor gaps that can be worked around.

    Maintenance

    ActivityActive
    ResponsivenessResponsive

    Resources