A read-only MCP server that provides access to Charles Schwab account data and market information, including portfolio positions, real-time quotes, options chains, price history, and account balances through AI assistants.
A read-only MCP server for Trading 212 accounts, enabling AI assistants to query balances, positions, orders, dividends, pies, and instruments without trading capabilities.
This MCP server connects AI assistants to a Public.com brokerage account, enabling natural language trading of stocks, options, and crypto, along with portfolio management, quotes, and orders.
This MCP server provides authentication via wallet sign-in (SIWE) and authorization with scoped access to read and trade portfolios, enabling secure portfolio management through natural language.
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.
