finance MCP Server
Local-first CLI portfolio tracker for overseas investors, with built-in MCP server for Claude
Discovered via list:awesome-mcp-servers-punkpeye and last synced 3mo ago.
Install instructions not detected yet
Check the source repository for the latest setup steps.
Fetch any FRED time series by ID (800K+ series)
Calls `get_brief` and surfaces only what needs attention
Walks through balance + cash flow entry for the period, submits in one batch
Search the FRED catalog by keyword
Activates a financial-analyst persona — Claude leads with concentration risk, frames every number against net worth or runway, and combines portfolio + cash flow + macro into a single view
What it does
What it does
What it does
Confirms column mapping before writing — reliable bulk import from any CSV or spreadsheet
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