portfolio MCP servers & tools

Tastyworks API integration to handle trading activities on Tastytrade

49-tool Polymarket prediction market suite for AI agents. Direct trading, smart money flow detection, copy trading with auto-monitor, backtesting, arbitrage scanning, portfolio optimization, and real-time WebSocket price streaming. Preview mode for simulation, live mode for real orders.

Self-custodial crypto portfolio for AI agents. Reads EVM wallet balances, ENS, token prices, and DeFi positions across Ethereum/Arbitrum/Polygon/Base (Aave V3, Compound V3, Morpho Blue, Uniswap V3 LP, Lido, EigenLayer), surfaces health-factor alerts and protocol risk scores, then prepares unsigned transactions (supply, borrow, repay, withdraw, stake, send, LiFi swap/bridge) signed on Ledger via WalletConnect — private keys never leave the hardware wallet.

Local-first crypto portfolio aggregation across exchanges (Bybit, Binance), EVM and Solana wallets, and Polymarket. Read-only credentials stored in your OS keychain, no hosted service. Data aggregation only, not financial advice. Install with npx headless-tracker.

Read-only MCP server for the Kiwoom Securities REST API: market data, account inquiry, ISA tax tool

Shariah-compliant stock and ETF screening across AAOIFI, DJIM, FTSE, MSCI and S&P methodologies.

Investment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting

Kryptos: connect AI agents to your Kryptos workspace. Read your crypto portfolio, transactions across 5,000+ exchanges, wallets and blockchains, capital gains and tax reports, and run crypto bookkeeping with Xero, QuickBooks and Softledger. Hosted remote server (https://mcp.kryptos.io/) with OAuth sign-in.

Live crypto prices, conversion, gas tracker, portfolio tools, and calculators for AI agents.

Finhay Securities — stock prices, portfolio, gold, crypto, and macro data via AI

Trade Robinhood through natural language. Portfolio analysis, real-time quotes, and order execution via Claude Code.

Read-only research tools for Robinhood portfolio data

An MCP Server for the Alpaca trading API to manage stock and crypto portfolios, place trades, and access market data.

Stocks, crypto, FX, and portfolio math in one tool — no per-source API juggling.

Official Longbridge brokerage MCP — 110 tools for US/HK real-time quotes, options, trading, fundamentals, analyst ratings, calendars, price alerts, DCA plans, portfolio analytics and community sharelists. Hosted at https://openapi.longbridge.com/mcp with OAuth 2.1 via RFC 9728.

Trading 212 API integration with 28 tools for portfolio management, trading (market/limit/stop orders), pies, dividends, market data, and analytics. Built-in rate limiting.

An MCP server for tracking and managing cryptocurrency portfolio allocations.

LongPort OpenAPI provides real-time stock market data, provides AI access analysis and trading capabilities through MCP.

Canary MCP server for Interactive Brokers market data, portfolio context, and risk checks.

Live Hyperliquid HIP-4 prediction market data. 10 tools for odds, orderbooks, candles, trades, and portfolio positions. First MCP server for on-chain prediction markets. No API keys required.

AkTools Pro: 增强型金融 MCP 服务器。内置策略回测、模拟盘管理及实时异动监控。

Stock analysis MCP: 38 indicators, 7 optimizers, 8 backtests, US + India sectors.

LS Securities OpenAPI MCP server: Korean stock data, charts, screeners, and a local portfolio.

Hyperliquid account analysis: positions, PnL, fills, orders, funding. x402 pay-per-call.

Connect AI assistants to Hyperliquid wallet and portfolio research over Streamable HTTP at https://mcp.walletfollow.ai/mcp. The hosted connector exposes 62 read-only tools for wallet metrics, positions, retained trade history, market observations and published copy portfolios. Responses include source timestamps and coverage limits. Browser OAuth requires a verified WalletFollow account and an eligible research API key; existing plan quotas and permissions apply. This connector cannot execute trades, request wallet signatures or move funds. Public client plugin and skills: https://github.com/AperiAnalytics/walletfollow-plugin.

Crypto wallet balances, ERC-20 tokens, USD values across Base and Ethereum. x402.

Brazilian investments MCP: B3 quotes, fundamentals, portfolio X-ray, theses and news for AI agents.

Portfolio-aware finance tools: drift, risk, earnings, benchmarks, news, tax harvesting

Check normalized portfolios against mandates and calculate allocation constraints.

Portfolio-aware MCP: holdings from CEX or EVM wallet; holdings-scoped market, sentiment. x402. ELv2.

Dividend portfolio tracking and planning for US and EU markets: income, safety, Spain-aware taxes.

Read-only Fillfolio portfolio: net worth, holdings, cash, liabilities, and activity.

Live precious metals prices, COMEX vault data, market intelligence, and calculators.

Precious metals AI analyst with 12 tools — prices, portfolio, chat, receipts, and more.

Fincept financial data and analytics: markets, economics, research and terminal tools.