finance MCP Server
Local MCP server that turns Claude into a markets analyst over a live Wealthsimple portfolio. 28 skills, 107 tools, 15 data adapters, all free or free-tier data: no paid subscription, no API key. PII stays on your machine.
Discovered via github-topic:model-context-protocol and last synced 3mo ago.
Install instructions not detected yet
Check the source repository for the latest setup steps.
Over-allocation flags
SMA, RSI, MACD, Bollinger, Minervini stage
Write TRACK_RECORD.md + full JSONL
P/E, EPS, div yield, payout, beta, analyst target
Recent alert events from local log
Alpha/beta vs SPY/XEQT/TSX/QQQ
Evaluate alert rules vs live portfolio
Account types, cash balances (PII-stripped)
Pairwise correlation between top holdings
Append today's NAV to history (idempotent)
Detect symbols with crowding score shifts
FRED
Vol, Sharpe, Sortino, VaR 95%, ES, max DD
Returns
Log rec with entry price, target, stop
Batch quote fetch (13x faster than serial)
Live enriched positions + summary
Last N quarters EPS estimate/actual/surprise
Rule-replay: buy_hold/rsi_swing/sma_cross/crowd_fade
Live quote with data-source attribution
FRED: Fed funds, 10Y, CPI, CAD/USD, BoC
Backtest 13 codified-rule skills (3-5yr)
Per-source success rate + latency
CoinGecko: price CAD, market cap, 24h/7d/30d
Rolling 7/30/90d win-rate + P&L
Append crowding scores to JSONL (daily)
Options chain with Black-Scholes Greeks
Recent headlines per ticker
Underwater positions for harvesting
Crowding score, inst%, short%, headline velocity
Filesystem-driven list of all 28 skills + their MCP tools
Next earnings dates, flags next-14-day names
ETF exposure expansion + sector breakdown
Mark open recs to market, flag stops/targets hit
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Create comprehensive business plans, financial projections, and strategic documents for funding or planning
Calculate cash runway, burn rate, and financial sustainability projections
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