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"A guide to investing in managed funds and equities" matching MCP servers:

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    An MCP server that provides AI agents with structured, real-time data on cryptocurrency investment funds, enabling deeper due diligence and portfolio intelligence.
    3
    MIT
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    A China fund & stock data MCP server powered by EastMoney free API, enabling querying of fund and stock data without API keys.
    9
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    Enables Indian bank branch IFSC code lookup via Razorpay's open API, allowing AI agents to retrieve branch details using IFSC codes.
    2
    MIT
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    An MCP server that enables querying Easy Equities and Satrix investment accounts, including holdings, valuations, and transactions, via natural language.
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    MIT
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    提供A股实时行情、历史K线、财务报表、技术指标等全方位数据查询的MCP服务器,支持盘中即时更新及批量查询。
    23
    MIT
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    Local MCP server for A-share stock trading via Tonghuashun, offering account/position queries, buy/sell/cancel orders with risk controls and forced user confirmation; currently simulated with a reserved interface for real broker channels.
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    MCP server providing 29 A-share analysis skills including real-time data, capital flow, limit-up tracking, technical/fundamental analysis, backtesting, risk control, and Xueqiu portfolio tracking, enabling AI agents to execute market research and strategy tasks.
    Apache 2.0
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    Brazilian investment-fund analytics for AI clients via the Model Context Protocol (MCP). Connect Claude Desktop, Cursor, ChatGPT, or any MCP-compatible client to query 30,000+ Brazilian investment funds: daily NAV, complete holdings (CDA), fund-of-funds look-through, portfolio overlap analysis, and your personal favorites/watchlist.
    MIT
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    Provides comprehensive A-share (Chinese stock market) data including stock information, historical prices, financial reports, macroeconomic indicators, technical analysis, and valuation metrics through the free Baostock data source.
    27
    MIT
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    MCP server adapter that exposes A-share stock data tools, prompts, and resources via FastMCP, enabling querying of stocks, K-lines, financials, sectors, and market hot spots through natural language.
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    Provides access to the Reuters Business and Financial News API to retrieve articles, trending news, and market data. It enables searching and filtering financial content by date, author, category, and keywords.
    20
    MIT
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    A Model Context Protocol server providing tools for querying A-share stock market data, including historical prices, financial reports, market indices, and macroeconomic indicators.
    2
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    647
    MIT
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    Enables access to Usage and Billing APIs for managing accounts, products, meters, plans, and usage reporting. Supports operations like creating products/plans, reporting usage, and retrieving billing information.
    18
    MIT
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    Enables users to query Chinese A-share stock data, including stock basics, historical prices, financial reports, and macroeconomic indicators.
    1
    MIT
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    Parse and query investment statements from multiple institutions (Questrade, Interactive Brokers, Scotia) using natural language or structured queries. Supports semantic search for dividends, holdings, transactions, and account balances with hybrid SQLite and vector database storage.