AgentIndex icon
AgentIndex
MaxKB logo
MaxKB
★ 23.0k
vs
portfolio-mcp logo
portfolio-mcp
★ 12

MaxKB vs portfolio-mcp

MaxKB: MaxKB is an open-source platform for building enterprise-grade AI agents with integrated RAG pipelines, workflow orchestration, and MCP tool-use capabilities. It supports direct document upload, automatic web crawling, and multiple embedding models for knowledge base construction. Widely used for intelligent customer service, internal knowledge bases, and academic research applications.; portfolio-mcp: portfolio-mcp is a Model Context Protocol (MCP) server that allows users to interact with their XP Investimentos portfolio via Claude Desktop. It processes official PDF/CSV exports from XP, stores the normalized data in a local SQLite database, and answers portfolio-related questions without sending sensitive information externally. It provides analytical tools for asset allocation, returns calculation, and market data screening.

01

TL;DR

MaxKB logo
MaxKBRAG / Knowledge Base · ★ 23.0k
When to choose:
  • You want an all-in-one knowledge-base and workflow agent platform that starts with a single Docker command and embeds easily into websites.
  • You need broad support for domestic Chinese LLM providers alongside global models for internal enterprise Q&A.
When to skip:
  • You cannot use GPL-3.0 licensed software in your commercial distribution; RAGFlow is Apache-2.0.
  • Your primary bottleneck is extracting complex tables and layouts from messy scanned PDFs; RAGFlow's deep document parser goes further.
Read MaxKB full review →
portfolio-mcp logo
portfolio-mcpRAG / Knowledge Base · ★ 12

Compare current allocation against a target portfolio and suggest rebalancing actions.

Read portfolio-mcp full review →
02

Side-by-Side Comparison

Field
MaxKB logoMaxKB
portfolio-mcp logoportfolio-mcp
Category
RAG / Knowledge Base
RAG / Knowledge Base
Stars
★ 23.0k
★ 12
License
GPL-3.0
MIT
Install Command
docker run -d --name=maxkb --restart=always -p 8080:8080 -v ~/.maxkb:/opt/maxkb 1panel/maxkb
npx -y portfolio-mcp
Updated
1d ago
4mo ago
Open Source
Yes
Yes
Website
↗ Visit
↗ Visit
GitHub
↗ GitHub
↗ GitHub
Tags
RAG, Agent, LLM
TypeScript, Node.js, Model Context Protocol
03

Features

MaxKB logoMaxKB
01RAG pipeline with document upload, web crawling, and automatic chunking
02Visual workflow builder for multi-step agent logic
03MCP tool-use capabilities for connecting to external services
04Supports multiple LLMs and embedding models
05Docker deployment with 1Panel integration for easy self-hosting
portfolio-mcp logoportfolio-mcp
01Local-first data storage in SQLite with zero outbound HTTP calls for core tools.
02No credentials or web scraping required; users import PDF/CSV exports directly.
03Read-only by design, ensuring no orders can be placed or modifications made at XP.
04Stdio transport for secure communication with Claude Desktop, no open ports.
05Idempotent import of PDF/CSV files to prevent data duplication.
04

Use Cases

MaxKB logoMaxKB
↳Building intelligent customer service bots with enterprise knowledge bases
↳Creating internal Q&A systems over company documents and wikis
↳Deploying research assistants with RAG over academic or technical document collections
portfolio-mcp logoportfolio-mcp
↳Compare current allocation against a target portfolio and suggest rebalancing actions.
↳Query specific assets, such as CDBs maturing in a given year.
↳List portfolio positions grouped by asset class with detailed values.
↳Get a comprehensive portfolio summary including P&L, FGC coverage, and maturity overview.
↳Calculate time-weighted return (TWR) and money-weighted return (MWR) for the portfolio.
05

Best For

MaxKB logoMaxKB
Most PopularEssentialTrending
portfolio-mcp logoportfolio-mcp
—
FAQ

FAQ

What is the difference between MaxKB and portfolio-mcp?
Both MaxKB and portfolio-mcp are in the RAG / Knowledge Base category. MaxKB has 23.0k stars, while portfolio-mcp has 12 stars.
Which is better, MaxKB or portfolio-mcp?
The best choice depends on your use case. Choose MaxKB if Building intelligent customer service bots with enterprise knowledge bases, and portfolio-mcp if Compare current allocation against a target portfolio and suggest rebalancing actions..
Is MaxKB free or open source?
Yes, MaxKB is open source on GitHub (GPL-3.0).
Is portfolio-mcp free or open source?
Yes, portfolio-mcp is open source on GitHub (MIT).
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Alternatives to MaxKB →Alternatives to portfolio-mcp →MaxKB details →portfolio-mcp details →