"A server for designing a portfolio" matching MCP servers:

Enables MCP clients like Claude to query Chinese A-share market data, including K-line charts with forward/backward adjustment, limit-up and limit-down pools, per-stock fund flows, index quotes, and stock news, with automatic symbol normalization and retry handling for throttled data sources.

Provides A-share (Chinese stock market) quantitative analysis through tools for stock screening, northbound capital flow tracking, dragon-tiger list analysis, margin trading, sector analysis, technical indicators, IPO info, and limit-up/down statistics using akshare data.

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。

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.

A Model Context Protocol server providing tools for querying A-share stock market data, including historical prices, financial reports, market indices, and macroeconomic indicators.

Provides 11 composable MCP tools for A-share market research, covering quotes, news, technical signals, sector performance, portfolio risk, backtesting, and paper trading, with traceable data sources and calculation basis.

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.

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.

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.

基于Model Context Protocol (MCP) 的A股实时行情查询服务器，支持查询A股实时价格、历史K线数据、财务信息及市场概况。

Provides grounded investment decisions with evidence links and invalidation conditions, enabling users to review their portfolio through a structured decision process.

MCP server providing portfolio analytics tools: beta to a benchmark, sector correlation, and FIFO trade matching with realized/unrealized P&L using Yahoo Finance prices.

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.

Provides read-only tools for market data and portfolio analysis, including prices, FX rates, ETF costs and exposure, and whole-portfolio risk in a chosen currency. Supports natural-language questions about investments through MCP clients.

Enables local, read-only viewing of brokerage accounts, holdings, and transactions using fixture data without real credentials.

Enables AI assistants to read an IBI NextGen brokerage portfolio, including positions, cash, profit/loss, and recent account activity, through a read-only connection that cannot place, change, or cancel orders.

Enables retail investors to create calendar-based investment plans, review portfolios, deploy cash, rebalance with fees in mind, and pick stocks using deterministic engines and public data, generating suggested orders only.

Enables authenticated clients to call a streamable HTTP MCP endpoint with a whoami tool, providing identity lookup for authenticated sessions.

Connects Claude AI to KuCoin portfolio and Notion workspace for real-time crypto portfolio management, automated reporting, and AI-powered risk analysis with enterprise-grade security and observability.

Tracks multi-exchange cryptocurrency portfolio P\&L by storing holdings and providing live price data.

Enables users to query Chinese A-share stock data, including stock basics, historical prices, financial reports, and macroeconomic indicators.

An MCP server for tracking and managing cryptocurrency portfolio allocations, enabling AI agents to query and optimize portfolio strategies in real time.

MCP server exposing portfolio and brokerage data through SSE transport, with tools for account summaries, holdings, quotes, market data, and order previews, backed by mock data with live quote fallback.

Answers why a specific number in a Chinese listed company moved — margins, cash flow, inventory, management commentary, policy impact — by reading filed reports and IR transcripts and returning figures with the document and announcement number attached. It deliberately refuses price, valuation, and recommendation queries, returning a "gone_by_design" error instead.

A Model Context Protocol (MCP) server for managing investment portfolios, enabling transaction tracking, position management, alerts, and daily snapshots with Google Drive sync.

Enables AI coding agents to fetch real-time stock quotes and computed technical analysis signals (RSI, MACD, golden/death crosses) and generate weekly portfolio digests using Yahoo Finance data, requiring no API key.

Transforms Claude AI into a personal crypto portfolio analyst, enabling wallet analysis, AI-powered recommendations, and portfolio tracking across 8+ blockchains through natural conversation.

Provides free Chinese A-share stock data including real-time quotes, historical K-lines, market scanning, and multi-factor stock screening via BaoStock and Sina Finance APIs.

Fetches and normalizes investment portfolio data from eToro and Interactive Brokers (IBKR), enabling AI agents to consolidate, aggregate, and visualize holdings across brokers.

A remote MCP server for top-down portfolio construction with Interactive Brokers, exposing a typed catalog of screeners, news access, and account tools for LLM-driven research workflows.