A portfolio analysis MCP server that enables AI agents to manage investment portfolios, fetch financial data from Yahoo Finance and CoinGecko, and perform advanced analysis like weight optimization and Monte Carlo simulations. It utilizes reference-based caching to efficiently handle large datasets without bloating the LLM's context window.
open-source personal finance app with a first-party MCP server. 91 HTTP tools (OAuth 2.1 + DCR) and 87 stdio tools cover transactions, budgets, accounts, portfolio analytics, FX conversion, loans, subscriptions, goals, importers, and rules. Users self-host with Docker + PostgreSQL or use the managed cloud
MCP server for the Trading 212 public API, enabling account, portfolio, order, pie, and history access with read tools always available and trading tools opt-in.
Self-hosted, read-only MCP server that connects banks, credit cards, loans, and brokerage accounts via Plaid. 9 tools for balances, transactions, recurring charges, liabilities, and investment holdings.
Official MCP server for the FinancialReports API. Provides direct access to regulatory filings, financial data, and corporate information from listed companies worldwide via 15 curated tools.
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.
Self-custodial crypto portfolio and DeFi MCP server. Read balances and positions (Aave, Compound, Morpho, Uniswap V3, Lido, EigenLayer) across Ethereum, Arbitrum, Polygon, and Base, and prepare transactions for approval on a Ledger via WalletConnect.
