investment MCP servers

"investment" matching MCP servers:

• Investment Statement MCP

  VinnyCarter05

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  security

  F

  license

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  quality

  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 2 months ago

• Investment Memorandum

  CKINGKEIZER

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  security

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  license

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  quality

  An MCP server that automates extraction of structured financial data from investment memorandums and generates standardized PowerPoint presentations through a RESTful API.

  Last updated 9 months ago

• Real Estate Investment MCP

  ericnsibley

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  security

  F

  license

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  quality

  An MCP server that connects to a SQLite database of Zillow real estate data, enabling users to explore property values, rent indexes, and forecasts through a chat interface to make informed investment decisions.

  Last updated 15 days ago

  1

• PM-MCP (Portfolio Management

  surplus96

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  security

  A

  license

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  quality

  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.

  Last updated 6 days ago

  MIT
• 

  mcp-octagonofficial

  OctagonAI

  A

  security

  A

  license

  A

  quality

  Deliver real-time investment research with extensive private and public market data.

  Last updated 14 days ago

  3

  164

  98

  MIT

• Sharesight MCP Server

  Haizzz

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  security

  A

  license

  A

  quality

  Connects AI assistants to the Sharesight portfolio tracking platform via the v3 API for managing investment portfolios and holdings. It enables natural language queries for performance reporting, dividend tracking, and custom investment management.

  Last updated a month ago

  29

  MIT