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

• profit_analysisA

  longbridge

  Retrieve portfolio profit and loss analysis summary for a specified date range.

  Apache 2.0

• get_server_remote_consoleB

  IONOS CLOUD MCP Server

  Get the remote console URL for a server by providing the data center ID and server ID.

  Apache 2.0

• score_portfolioA

  aibvf-mcp

  Score every initiative in an AI BVF portfolio in a single call. Returns board-level verdict: Accelerate, Fix, Stop counts, value range, confidence, and top initiatives. Validates portfolio schema first.

  MIT

• get_portfolio_analyticsA

  BullRun

  Analyze portfolio risk, diversification, and concentration. Compute correlations, covariance, contribution-to-risk, and run scenario tests to evaluate portfolio health and test candidate additions.

  MIT

• create_portfolio_draftA

  BullRun

  Draft a new portfolio from your investment brief. Specify goal, cash, and max holdings; review and accept the AI-generated proposal later.

  MIT

• create_position_draftA

  BullRun

  Generate and save suggested additions for an existing Bullrun portfolio. Draft positions await user review before being applied.

  MIT

• haiku_analyze_portfolioA

  Haiku DeFi MCP

  Analyze a wallet's DeFi portfolio to uncover yield opportunities. Returns current positions with APY options, collateral health, and tailored opportunities based on holdings. Use for portfolio optimization advice.

  MIT

• get_portfolio_contextA

  BullRun

  Analyze your portfolio with a deep snapshot of holdings, performance, and insights, including diversification and benchmark comparison.

  MIT

• get_portfolioA

  Public.com MCP Server

  Get a portfolio snapshot for non-IRA accounts with positions, equity breakdown, buying power, and open orders.

  Apache 2.0

• get_institution_holdingsA

  Signal8 MCP Server

  Retrieve the latest 13F portfolio holdings for any institution by CIK, including shares, value, and weight per position, with pagination support.

  MIT

• morning_briefingA

  equivault-mcp

  Generate a daily research summary with signal dashboard, trending signals, company briefs, and optional portfolio analytics for equity research.

  MIT

• export_layout_pngA

  arcgis-mcp-bridge

  Export an ArcGIS Pro layout to a PNG image for previews or portfolio images. Control resolution and transparency for print-quality or web-ready output.

  Apache 2.0

• nansen_defi_portfolioA

  Emblem AI

  Fetch a wallet's DeFi portfolio, covering LP positions, lending, staking, and farming across various protocols.

  MIT

• save-share-tokenA

  CoinStats MCP Server

  Store portfolio share tokens locally to maintain access across sessions for tracking cryptocurrency investments.

  MIT

• get-share-tokenA

  CoinStats MCP Server

  Retrieve a saved portfolio share token from local cache to access shared cryptocurrency portfolio data in the CoinStats MCP Server.

  MIT

• get_institution_portfolio_analyticsA

  Signal8 MCP Server

  Retrieve sector allocation and top holdings analytics for any institution's portfolio by entering its SEC CIK number.

  MIT

• resize_serverA

  vps-mcp

  Change a VPS server to a new plan by specifying the server and plan UUIDs. The server may restart during the process.

  MIT

• get_portfolioA

  TradeStaq MCP

  Retrieve a complete overview of your portfolio, including total balance, connected exchanges, and active trading bots.

  MIT

• cap_stream_portfolioB

  capitalcom-mcp-server

  Stream live portfolio snapshots for open positions over a custom duration via WebSocket. Configure update interval and total streaming time.

  Apache 2.0

• rag_explain_scoreB

  ragmap

  Explains the scoring criteria and results for a RAGMap server. Input the registry server name to understand why it received a particular score.

  MIT