portfolio-mcp
★ 11
vs
TrendRadar
★ 58.6k
portfolio-mcp vs TrendRadar
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.; TrendRadar: TrendRadar is a lightweight and easy-to-deploy hot topic assistant that filters news from various platforms to provide only relevant information. It leverages AI for deep analysis, sentiment detection, and supports multi-channel notifications and RSS feeds.
01
TL;DR
Choose portfolio-mcp if…Compare current allocation against a target portfolio and suggest rebalancing actions.
Choose TrendRadar if…Personalized news filtering to focus on relevant information.
02
Side-by-Side Comparison
03
Features
portfolio-mcp01Local-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.
TrendRadar01AI-powered intelligent analysis and sentiment detection for hot topics.
02Aggregates trending news from multiple platforms with customizable keyword filtering.
03Supports RSS/Atom feed subscriptions, grouped by keywords and offers AI translation.
04Offers extensive multi-channel notifications (e.g., WeCom, Telegram, Slack, Email).
05Lightweight, easy to deploy (Docker, GitHub Actions), and supports multiple storage backends (SQLite, S3-compatible).
04
Use Cases
portfolio-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.
TrendRadar↳Personalized news filtering to focus on relevant information.
↳Automated trend monitoring and AI-powered insights for market analysis.
↳Team collaboration for sharing critical hot topics via multiple notification channels.
05
Best For
portfolio-mcpTrendingHidden Gem
TrendRadarMost PopularTrendingEssential
FAQ
FAQ
What is the difference between portfolio-mcp and TrendRadar?
Both portfolio-mcp and TrendRadar are in the RAG / Knowledge Base category. portfolio-mcp has 11 stars, while TrendRadar has 58.6k stars.
Which is better, portfolio-mcp or TrendRadar?
The best choice depends on your use case. Choose portfolio-mcp if Compare current allocation against a target portfolio and suggest rebalancing actions., and TrendRadar if Personalized news filtering to focus on relevant information..
Is portfolio-mcp free or open source?
Yes, portfolio-mcp is open source on GitHub (MIT).
Is TrendRadar free or open source?
Yes, TrendRadar is open source on GitHub (GPL-3.0).
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