SERVER

PM-MCP (Portfolio Management MCP Server)

Rank #92,636

glama/surplus96/PM-MCP

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.

First listed
Dec 7, 2025
Last publish date
OVERVIEW

PM-MCP (Portfolio Management MCP Server) is a Model Context Protocol (MCP) server published by surplus96. It ranks #92,636 of 132,046 servers tracked on MCP Toplist. PM-MCP (Portfolio Management MCP Server) is listed on Glama, and ships as a single rolling release with no explicit version metadata. It was first listed on Dec 7, 2025.

STANDING
#92,636of 132,046 tracked servers

Ranks ahead of 39,410 of 132,046 servers on MCP Toplist.

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No setupRuns out of the box

No credentials or required configuration declared — add it to your MCP client and go.

This server doesn't publish a machine-readable install config — see the repository README for install instructions.

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MCP Toplist: #92,636 of 132,046
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REGISTRIES

Listed on 1 registry

ORGANIZATION

surplus96

Organization
Servers in org
2
Versions across org
0
MORE FROM THIS PUBLISHER

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VERSIONS

Not versioned

This server is published through a registry that does not expose explicit version metadata, and no GitHub release tags were found on the linked repository. The listing tracks a single rolling release.

FAQ

Frequently asked questions

Who maintains PM-MCP (Portfolio Management MCP Server)?
PM-MCP (Portfolio Management MCP Server) is maintained by surplus96, which publishes 2 MCP servers (0 total versions) tracked on MCP Toplist.
Is PM-MCP (Portfolio Management MCP Server) listed on the Official MCP Registry?
PM-MCP (Portfolio Management MCP Server) is not on the Official MCP Registry. It is listed on Glama.
How many versions does PM-MCP (Portfolio Management MCP Server) have?
PM-MCP (Portfolio Management MCP Server) ships as a single rolling release with no explicit version metadata.
Where can I find the source code for PM-MCP (Portfolio Management MCP Server)?
The source code for PM-MCP (Portfolio Management MCP Server) is hosted at github.com/surplus96/PM-MCP.
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