A Model Context Protocol server for managing and analyzing investment portfolios. It enables users to create and update portfolios, fetch real-time stock data and news, generate performance reports, and receive investment recommendations through natural language.
Enables AI-powered portfolio analysis for Wealthfolio, allowing Claude to query and analyze investment holdings, asset allocation, real estate properties, and execute transactions through natural language.
A read-only Model Context Protocol server that connects your Schwab brokerage account to LLM applications for portfolio monitoring and market data retrieval.
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.
Connects AI assistants to 500+ financial data tools from 40+ providers via the Model Context Protocol, enabling natural language queries for financial data.
