"author:VinnyCarter05" matching MCP servers:

• Investment Statement MCP

  VinnyCarter05

  F

  license

  -

  quality

  C

  maintenance

  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.

  Last updated 2026-01-03