Investment Statement
Parse and query investment statements from multiple institutions (Questrade, Interactive Brokers, Scotia) using natural language or structured queries. Supports semantic search for dividends, holdings, transactions, and account balances with hybrid S
What is Investment Statement?
Investment Statement is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to parse and query investment statements from multiple institutions (questrade, interactive brokers, scotia) using natural language or structured queries. supports semantic search for dividends, holdings...
Parse and query investment statements from multiple institutions (Questrade, Interactive Brokers, Scotia) using natural language or structured queries. Supports semantic search for dividends, holdings, transactions, and account balances with hybrid S
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Parse and query investment statements from multiple institut
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx investment-statement-mcp-serverConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
Frequently Asked Questions about Investment Statement
What is Investment Statement?
Investment Statement is a Model Context Protocol (MCP) server that parse and query investment statements from multiple institutions (questrade, interactive brokers, scotia) using natural language or structured queries. supports semantic search for dividends, holdings, transactions, and account balances with hybrid s It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Investment Statement?
Follow the installation instructions on the Investment Statement GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with Investment Statement?
Investment Statement works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Investment Statement free to use?
Yes, Investment Statement is open source and available under the MIT license. You can use it freely in both personal and commercial projects.
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Set Up Investment Statement in Your Editor
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Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
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