SERVER

portfolio-mcp

Rank #40,491

glama/l4b4r4b4b4/portfolio-mcp

A portfolio analysis MCP server that enables AI agents to manage investment portfolios, fetch financial data from Yahoo Finance and CoinGecko, and perform advanced analysis like weight optimization and Monte Carlo simulations. It utilizes reference-based caching to efficiently handle large datasets without bloating the LLM's context window.

5 release tags
1 GitHub stars
by l4b4r4b4b4 (6 servers)View repository ↗
First listed
Dec 14, 2025
Last publish date
Dec 15, 2025
PURPOSE

What you can do with portfolio-mcp

portfolio-mcp is a Model Context Protocol (MCP) server published by l4b4r4b4b4. It ranks #40,491 of 144,396 active servers on MCP Toplist, and its repository has 1 GitHub stars. portfolio-mcp is listed on Glama, with 5 release tags tracked from its GitHub repository. It was first listed on Dec 14, 2025 and most recently updated on Dec 15, 2025.

Not verifiedMCP Toplist has not yet written a checked profile for this server, so the paragraph above is assembled from registry data only. The repository README is the authority on what it does.

CAPABILITIES AND LIMITATIONS

What portfolio-mcp can and cannot do

Not verifiedMCP Toplist has not catalogued this server's tools or limitations. The repository README lists them.

REQUIREMENTS

What you need before using portfolio-mcp

DeclaredNo credentialsNo credentials declared

The registry listing declares no required environment variables or authentication. This is declared metadata, not a verified install — the repository README is the authority.

Declared by Glama, last synced Oct 16, 2026. Not independently verified by MCP Toplist.

No runtime, credential or payment requirements are recorded for this server beyond the declaration above.

INSTALLATION AND FIRST TASK

Connect portfolio-mcp and confirm it works

Install configuration unavailable. No registry publishes a machine-readable install config for this server — follow the repository README.

First successful task

After adding the config, ask your client to list this server's tools. A tool list confirms the connection; an empty list or an error means the server did not start or needs credentials.

ALTERNATIVES

When to choose another server

Other servers by l4b4r4b4b4
View all l4b4r4b4b4 servers →

No task-specific alternatives are catalogued for portfolio-mcpyet; the list above is its publisher's other servers.

MAINTENANCE AND EVIDENCE

What changed, and when this was checked

First listed
Dec 14, 2025
Latest release tag
Dec 15, 2025
Version history
5 release tags tracked (below)
Requirements evidence
Declared by Glama, last synced Oct 16, 2026. Not independently verified by MCP Toplist.
Profile checked
Not yet — purpose, capabilities and requirements above come from registry data only
Ranking data as of
Oct 16, 2026
Registry sightings
  • Glama ↗listed since Apr 26, 2026 · still listed

Do you maintain portfolio-mcp? to correct or enrich this profile.

VERSIONS

GitHub releases (5)

No registry surfaces explicit version metadata for this server. The list below shows release tags from the linked GitHub repository.

v0.0.1 · Dec 14, 2025v0.0.2 · Dec 14, 2025v0.0.3 · Dec 14, 2025v0.0.4 · Dec 14, 2025v0.0.5 · Dec 15, 2025Dec 14, 2025Dec 15, 2025
VersionPublished
v0.0.5Dec 15, 2025
v0.0.4Dec 14, 2025
v0.0.3Dec 14, 2025
v0.0.2Dec 14, 2025
v0.0.1Dec 14, 2025
STANDING
#40,491of 144,396 active serversTop 50%

Ranks ahead of 103,905 of 144,396 servers on MCP Toplist.

BADGE

Show your rank

Maintain this server? Add the live rank badge to your README — it updates automatically as the leaderboard changes.

MCP Toplist: Top 50% of 144,396
Markdown
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HTML
<a href="https://mcptoplist.com/server/glama%2Fl4b4r4b4b4%2Fportfolio-mcp"><img src="https://mcptoplist.com/badge/glama%2Fl4b4r4b4b4%2Fportfolio-mcp.svg" alt="MCP Toplist: Top 50% of 144,396" /></a>

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FAQ

Frequently asked questions

Who maintains portfolio-mcp?
portfolio-mcp is maintained by l4b4r4b4b4, which publishes 6 MCP servers (13 total versions) tracked on MCP Toplist.
Is portfolio-mcp listed on the Official MCP Registry?
portfolio-mcp is not on the Official MCP Registry. It is listed on Glama.
How many versions does portfolio-mcp have?
No registry surfaces explicit version metadata for portfolio-mcp; MCP Toplist tracks 5 release tags from its GitHub repository, most recently published on Dec 15, 2025.
Where can I find the source code for portfolio-mcp?
The source code for portfolio-mcp is hosted at github.com/l4b4r4b4b4/portfolio-mcp.
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