Portfolio Manager
Enables users to create, manage, and analyze investment portfolios with real-time market data, personalized recommendations, and visual representations of asset allocation.
What is Portfolio Manager?
Portfolio Manager is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to enables users to create, manage, and analyze investment portfolios with real-time market data, personalized recommendations, and visual representations of asset allocation.
Enables users to create, manage, and analyze investment portfolios with real-time market data, personalized recommendations, and visual representations of asset allocation.
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Enables users to create, manage, and analyze investment port
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx portfolio-managerConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
Frequently Asked Questions about Portfolio Manager
What is Portfolio Manager?
Portfolio Manager is a Model Context Protocol (MCP) server that enables users to create, manage, and analyze investment portfolios with real-time market data, personalized recommendations, and visual representations of asset allocation. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Portfolio Manager?
Follow the installation instructions on the Portfolio Manager GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with Portfolio Manager?
Portfolio Manager works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Portfolio Manager free to use?
Yes, Portfolio Manager is open source and available under the MIT license. You can use it freely in both personal and commercial projects.
Portfolio Manager Alternatives — Similar Finance & Fintech Servers
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Stripe
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Browse More Finance & Fintech MCP Servers
Explore all finance & fintech servers available in the MCPgee directory. Each server includes setup guides for Claude, Cursor, and VS Code.
Set Up Portfolio Manager in Your Editor
Choose your AI client for step-by-step setup instructions.
Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
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