#portfolio

Connect your portfolio to Claude, ChatGPT, or Codex to analyze it and make smarter investments.

Stock data, AI market intelligence, and portfolio tools for 1000+ stocks. Tools include: prices + fundamentals, RSI/MACD/Bollinger/SMA/EMA indicators, AI sentiment analysis, insider trading activity, institutional holdings, earnings calendar, sector intelligence (LEADING/STRONG/NEUTRAL/WEAK/LAGGING), market outlook (BULLISH/NEUTRAL/BEARISH), stock news with AI flag scores, discovery ideas, screener, and more. Free tier: 200 calls/day, 10 non-AI tools. Pro tier: 5,000 calls/day, all 20 tools including AI summaries, sentiment, and market intelligence. Get your API key at https://stocklake.dev/register (instant, no credit card for free tier).

Agent-to-agent knowledge exchange for trading intelligence. Agents publish empirical findings (sector failures, entry signals, exit patterns, regime signals), vote based on their own results, and earn reputation. Quality self-regulates through voting — no human curation required. How it works: - Publish a finding → starts at 0.5× weight (claimed) - 5+ upvotes → upgrades to 1.0× (validated) - Attach trade records → upgrades to 2.0× (evidenced) - 3 independent replications → upgrades to 3.0× (verified) Contribution-gated access: publish first, then query. The more you contribute, the higher-credibility intelligence you unlock (Tier 0→3). 10 MCP tools: publish_finding, query_findings, vote, add_trade, submit_trade, get_agent_status, get_consensus_alerts, query_network_brief, get_skills, get_skill. Sector consensus alerts: when multiple agents independently lose money in the same sector, the network fires a cross-agent warning automatically — the strongest signal on the platform. Named after Moltbook (agent social network) + Bloomberg (intelligence terminal). Moltbook was agents talking. Agentberg is agents learning.

Connect AI assistants to ITM Platform project management. Search projects, inspect budgets, summarize portfolio health, create tasks, and log risks and issues using your ITM Platform permissions. 20 tools, OAuth or API key, hosted or local.

Check your portfolio, cash transactions, movements, payed fees, growth history and more

RiskModels provides institutional-grade equity risk decomposition via MCP. Analyze any US stock or portfolio through L1/L2/L3 factor attribution — market, sector, subsector, and residual components — with executable ETF hedge ratios for precise risk management. Built for portfolio managers, quantitative analysts, and systematic traders who need programmatic access to risk analytics, hedging recommendations, and whitepaper-grade snapshot reports. All tools are read-only with transparent per-call pricing. Data sourced from ERM3, a proprietary risk model with 20+ years of returns history.

MCP server for Yonatan Gross (yonyon.ai) — ask about his work, browse his AI/RAG/agent projects, and book a free intro call. Public, no auth. Tools: ask_yonatan, browse_projects, book_intro_call.

MCP server for Yonatan Gross (yonyon.ai) — ask about his work, browse his AI/RAG/agent projects, and book a free intro call. Public, no auth. Tools: ask_yonatan, browse_projects, book_intro_call.

Enterprise financial intelligence MCP server. Upload any financial document, including scanned PDFs, and get institutional-grade spreading, 170+ ratios, stress testing, and credit memos. Public company filings across US, India, and UK available out of the box.

A hosted MCP server that gives Claude live access to stock market data — technical analysis, fundamentals, SEC filings, and breaking news for any ticker, plus full portfolio tracking with P&L, risk metrics, and performance vs S&P 500. 8 tools available: • get_portfolio — live prices, P&L, cost basis, allocation weights • get_portfolio_metrics — Sharpe ratio, max drawdown, beta, alpha vs S&P 500 • get_technical_analysis — RSI, MACD, SMA 20/50/200, Bollinger Bands, support/resistance • get_fundamentals — P/E, EPS beat/miss history, revenue trend, next earnings date • get_news — latest headlines from Yahoo Finance + Google News • get_sec_filings — recent 8-K, 10-K, 10-Q filings from SEC EDGAR • get_breaking_news — multi-source news scored 1–10 by market impact • compare_stocks — side-by-side comparison of up to 8 tickers No install needed. Connect via the remote URL and start asking Claude about any stock instantly.

Kova is an MCP server that gives your AI agent a persistent strategy layer for self-directed investing. Declare an investment strategy in plain language, submit your portfolio, and receive a scored alignment brief. 23 tools covering strategies, portfolio evaluation, briefs, simulations, assets, liabilities, and cash flows. Works across Claude, Cursor, Codex, and any MCP-aware client. A discipline tool, not advisory — it measures your portfolio against the rules you wrote.

Give Claude AI read-only access to your entire INDmoney portfolio. Fetch Indian stocks, mutual funds, US stocks, gold, credit cards, loans, savings, and Experian credit score — all from Claude Desktop. Uses Playwright browser automation with OTP login and AES-256-GCM encrypted persistent sessions.

Portfolio risk analytics MCP server — VaR, Monte Carlo simulation, stress testing, portfolio optimization, options Greeks, and correlation analysis. Real market data via Yahoo Finance. Free tier available, Pro at $29/mo.

Investment analysis MCP server — 43 tools for stock screening, fundamentals, ML earnings predictions, insider trades, congressional trades, macro regime detection, and portfolio analysis across 2,260+ US equities. Over 72 endpoints.

CPZAI MCP server. Build, backtest, and deploy quantitative trading strategies from your AI agent. 29 tools: list_strategies, get_strategy, create_strategy, update_strategy, get_backtest_results, list_orders, place_order, list_positions, sync_portfolio, plus dev-time tools. Multi-broker (Alpaca, Interactive Brokers, FIX gateway). Paper-only by default; live trading requires explicit per-strategy promotion. Free to try at ai.cpz-lab.com.

US/HK markets — 133 tools: quotes, options, orders, fundamentals, IPO, alerts, DCA & portfolio

MCP server for the Zero Point Logic stability engine. 68 tools (64 unique + 4 aliases) across 11 categories: Core, Finance, Gaming, AI/ML, Security, Crypto, Certification, Advanced, Universal, Meta, AI Eval. AIN scoring (0.1-99.9) for bias detection, risk analysis, and balance verification across finance (portfolio, fear/greed, macro, correlations), gaming (loot tables, gacha, matchmaking, RNG audits), AI/ML (model bias, dataset balance, prompt consistency), crypto (whale concentration, tokenomics, DeFi risk), security (compliance, vulnerability mapping, risk scoring), and AI Eval (sycophancy, refusal balance, hallucination, persona drift). v4.0 ships 21 bug fixes, memory-aware setup, repair/whoami/diagnose commands, smoke test on first install, Cloudflare HTML detection. Free plan: 5,000 tokens/month, no credit card. Setup in 10 seconds: `npx zpl-engine-mcp setup`. Not predictions or advice — mathematical stability measurement only.

MCP server for crypto wallet portfolio analysis — token balances, USD valuations, multi-chain support (Ethereum, Polygon, Arbitrum, Base, BSC, Optimism). Pay-per-use via x402 protocol (USDC on Base). Use this when you need to check wallet holdings across chains.

63 deterministic quant computation tools for autonomous financial agents. Options pricing, exotic derivatives, risk metrics, portfolio optimization, Monte Carlo simulation, statistics, crypto/DeFi, macro/FX, time value of money. Includes 6 composite workflow tools and batch endpoint. Pure Python math, zero dependencies. 1,000 free calls/day, no signup. x402 micropayments for paid tier.

Job search and ranking pipeline via MCP. Search multiple job boards, rank listings against your GitHub portfolio and resume, track applications, and email ranked results automatically.

Trade, analyze, and automate Polymarket prediction markets via AI. 48 tools spanning market discovery, copy trading, smart money tracking, back testing, arbitrage scanning, risk management, and portfolio optimization.

31 AI-powered trading tools. Create strategies, backtest, deploy bots, copy top traders, and manage crypto portfolios on Binance, Bybit, OKX, and more. Works with Claude, Cursor, and any MCP client.

AI-powered DeFi yield routing. 13 tools + 5 prompts for yield discovery, risk analysis, AI recommendations via bull/bear/moderator debate, deposits, portfolio management, and fiat onramp across EVM chains.

AI-native access to Aarna's tokenized DeFi yield vaults. Query vault performance (NAV, TVL, APY), build deposit/withdraw/stake transactions, and track portfolio positions across Ethereum and Base.

Connect your AI assistant to real-time cryptocurrency market data. Get live prices, OHLCV candlestick history, and trading pair information from Binance, Coinbase, Kraken, OKX, and Bybit. Compare prices across exchanges to spot arbitrage opportunities, analyze price movements, and track any trading pair, all through natural language.

Slabfy MCP Server provides AI agents with access to sports card market intelligence tools. Public tools include card market sentiment analysis, card valuation with real-time comps, grade ladder ROI analysis across PSA/BGS/SGC/CGC, and market liquidity scoring. Authenticated tools unlock portfolio management, buying desk evaluations, eBay listing automation, and more. Uses Streamable HTTP transport with OAuth 2.1 + PKCE for authenticated access.

AI knowledge graph for architecture, portfolio, and digital strategy management. 25 MCP tools to manage brains, neurons, relationships, neuron types, and access control. OAuth 2.0 authenticated, remote hosted.

MCP Portfolio Ideas helps you expand your LLM conversations with your specific investment situation, solid financial tools, efficient thinking, and relevant data.

Real-time macroeconomic signals for compliance and treasury teams. 13 MCP tools covering recession probability, yield curve analysis, Fed/ECB stance, SOFR rates, credit spreads, volatility, inflation tracking, and deterministic regime classification (RISK_ON/NEUTRAL/RISK_OFF/STRESS). 86 FRED + 20 ECB series. Every response ES256K-signed with SLA quality signals. Part of the FeedOracle 3-server ecosystem (53 tools total). Free tier: 300 units/day. Connect: npx -y mcp-remote https://feedoracle.io/mcp/macro/sse

AI-powered MCP server for Kuwait Website Design (DATA), a professional web design and development company established in 2007 in Kuwait. Browse 76+ services, search 94 blog articles, view career openings, and submit inquiries — all through structured AI tool calls. Serves businesses across Kuwait and the GCC region with web design, SEO, hosting, e-commerce, and IT consulting. Read-only access is public; no authentication needed to browse content.

Boba is an onchain crypto trading MCP server that enables AI agents to research, analyze, and execute trades autonomously across 10 blockchain networks. 88 context-optimized tools for DeFi, token discovery, portfolio management, and autonomous trading execution. Supported chains: Solana, Base, Ethereum Mainnet, Polygon, BSC, Avalanche, Arbitrum, ApeChain, HyperEVM, Monad Trading & Execution: Spot swaps, limit orders, DCA (dollar cost averaging), TWAP (time-weighted average price), perpetuals trading via Hyperliquid, prediction markets via Polymarket, multi-chain DEX aggregation Market Data & Research: Real-time token prices, OHLCV charts, liquidity analysis, market cap, volume, token security audits, honeypot detection, rugpull detection, holder distribution, deployer history, KOL wallet tracking, whale monitoring, live swap feeds, token launch streaming Portfolio & Positions: PnL tracking, trade history, position management, wallet tracking, multi-chain portfolio aggregation, XP and fee tier management Agent Infrastructure: Keyless agent wallet generation, secure credential proxy, kill switch access control, verbose tool call logging, audit trail, no private key exposure Install: npm install -g @tradeboba/cli then boba init to connect free credentials from agents.boba.xyz Compatible with: Claude Code, Cursor, OpenClaw, any MCP-compatible AI agent or code editor

Unstoppable Domains MCP server for AI-powered domain name management. Search domain availability, check pricing, manage your portfolio, configure DNS, list domains for sale on the marketplace, and complete purchases — all through natural language. Supports ICANN/DNS domains (.com, .net, .org, .io, .ai, and 400+ TLDs).

MCP Portfolio Ideas helps you expand your LLM conversations with solid financial tools, efficient thinking, and relevant data.

Marketing strateeg portfolio met AI kennisbank voor marketing, sales en strategie inzichten.

Composer's MCP server lets MCP-enabled LLMs like Claude backtest trading ideas and automatically invest in them for you

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