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    A local, read-only MCP server (plus CLI) over your own stock/ETF transaction log. A deterministic core computes drawdown-first risk with bootstrap confidence intervals and validates targets with walk-forward verdicts. The assistant narrates, but the number fence makes it structurally impossible for the model to produce a figure.
    8
    1
    AGPL 3.0
  • F
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    Integrates Azure Cost Management APIs via MCP, enabling cost queries, forecasts, budgets, and Advisor recommendations through natural language in compatible clients.
    9
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    An MCP server for unified cost tracking and analysis across AWS, OpenAI, and Anthropic. It enables users to query expenditures, compare costs across providers, and analyze usage trends through natural language.
    10
    MIT
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    Provides specialized tools for portfolio health analysis, rebalance simulations, and trade execution via a single interface powered by MongoDB. It enables AI agents to manage investment portfolios while adhering to organizational governing rules, clearance guards, and rate limits.
    1
    MIT
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    MCP server for regulated enterprises, providing per-tool RBAC, redacted audit logging, and structured error handling. Exposes bank tools for customer lookup, statement search, and dispute resolution over stdio and HTTPS transports.
    MIT
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    AI-powered portfolio management and investment analysis server that enables theme-based investment research, portfolio evaluation, market data analysis, news monitoring, SEC filings retrieval, and automated report generation with Obsidian integration.
    MIT
  • F
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    An MCP server for institutional quantitative intelligence, integrating Calera FinSec SEC auditing, ICX infinite context memory, level-2 order book analysis, SQL backtesting, and post-trade execution auditing with security safeguards.
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    Enables interaction with Plaid's financial data API to sync bank transactions and retrieve account balances with secure encrypted token storage.
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    A production-oriented MCP server exposing tools for weather, currency conversion, text statistics, and server introspection, with auto-discovery, rate limiting, and API key auth.
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    Provides Korean-specific financial calculators (4 insurances, salary net, severance pay, capital gains tax, DSR/DTI, FX conversion, housing subscription score) as MCP tools for AI agents.
    7
  • A
    license
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    quality
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    Extensible trading-intelligence MCP server with diagnostic tools, structured logging, and tool registration; currently provides server info tool with plans for market data adapters.
    1
    13
    Unlicense - libtelnet variant
  • A
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    Provides actionable financial intelligence tools for AI agents including insider buying signals, earnings IV plays, market pulse, stock analysis, and options strategies via free public data sources.
    6
    MIT
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    quality
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    An MCP server that enables interaction with the Invertir Online (IOL) trading API through Claude Desktop. It allows users to access their IOL trading account and manage financial operations using natural language.
    8
    2
    MIT
  • F
    license
    B
    quality
    B
    maintenance
    An AI-powered MCP server for personal and group expense management, providing CRUD operations, advanced filtering, analytics, Splitwise-style splitting, budget tracking, and report generation.
    38
  • F
    license
    B
    quality
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    maintenance
    The most capable Monarch Money MCP server, merging the best features from all known implementations into one clean TypeScript project. It provides 47 tools for comprehensive personal finance management including transactions, budgets, rules, merchant management, and intelligence analysis.
    43
    1