How do I install PM-MCP Portfolio Management MCP Server?

Follow the setup instructions on the PM-MCP Portfolio Management GitHub repository, then add the server configuration to your AI client.

What category is PM-MCP Portfolio Management MCP Server?

PM-MCP Portfolio Management is categorized under Finance & Fintech. Browse more servers in these categories on MCPgee.

PM-MCP Portfolio Management

Name: PM-MCP (Portfolio Management MCP Server)
Author: surplus96

v1.0.0•Finance & Fintech•stable

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

pm-mcp-portfolio-management-mcp-servermcpai-integration

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What is PM-MCP Portfolio Management?

PM-MCP Portfolio Management is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to 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 aut...

This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.

Features

AI-powered portfolio management and investment analysis serv

Use Cases

Investment analysis

Portfolio evaluation

surplus96

Maintainer

LicenseMIT License

Languagetypescript

Versionv1.0.0

UpdatedN/A

Statushealthy

Maintenanceactive

Works with

ClaudeOpenAIwindowsmacoslinux

View Source Browse All Servers

Installation

Manual Installation

npx pm-mcp-portfolio-management-mcp-server

Configuration

Configuration Details

Config File

claude_desktop_config.json

Performance

Response Metrics

Response Time< 200ms

ThroughputMedium

Resource Usage

Memory UsageLow

CPU UsageLow

Frequently Asked Questions about PM-MCP Portfolio Management

What is PM-MCP Portfolio Management?

PM-MCP Portfolio Management is a Model Context Protocol (MCP) server that 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 It connects AI assistants to external tools and data sources through a standardized interface.

How do I install PM-MCP Portfolio Management?

Follow the installation instructions on the PM-MCP Portfolio Management GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.

Which AI clients work with PM-MCP Portfolio Management?

PM-MCP Portfolio Management works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.

Is PM-MCP Portfolio Management free to use?

Yes, PM-MCP Portfolio Management is open source and available under the MIT License license. You can use it freely in both personal and commercial projects.

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Set Up PM-MCP Portfolio Management in Your Editor

Choose your AI client for step-by-step setup instructions.

🖥️

Claude Desktop

macOS & Windows app

⌨️

Claude Code

CLI & terminal

📝

Cursor

AI-first code editor

💻

VS Code

GitHub Copilot MCP

🏄

Windsurf

Codeium AI editor

🔌

Cline

VS Code extension

Quick Config Preview

{
  "mcpServers": {
    "pm-mcp-portfolio-management-mcp-server": {
      "command": "npx",
      "args": ["-y", "pm-mcp-portfolio-management-mcp-server"]
    }
  }
}

Add this to your claude_desktop_config.json or .cursor/mcp.json

Read the full setup guide →

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