finance MCP Server
Read-only MCP server for Portfolio Performance XML files. Lets Claude query your portfolio in natural language.
Discovered via github-topic:mcp and last synced 3mo ago.
Install instructions not detected yet
Check the source repository for the latest setup steps.
Historical prices for a security (auto-downsampled for long ranges)
Per-security dividend totals, optionally for one year
Aggregates by any taxonomy (Asset Classes, Regionen, GICS, …)
Cash accounts (Verrechnungskonten)
Every stock / ETF / fund with ISIN, WKN, ticker, latest price
High-level overview: counts, total market value, caveats
Buys, sells, dividends, deposits, etc. — filterable
Current share counts and market values per security
Securities depots
What it does
Stored as
Whole-portfolio P/L: invested vs. cash + market, return %
Cash on one or all accounts; optionally as of a past date
Tax-year-style breakdown by transaction type and account
Fuzzy lookup by name, ISIN, WKN, or ticker
divide by 10² (100% = 10000)
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