portfolio-mcp

★ 12

deep-research

★ 4.7k

portfolio-mcp vs deep-research

Q: Which is better, portfolio-mcp or deep-research?

By GitHub stars, deep-research has more community adoption, but the best choice depends on your specific use case.

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.; deep-research: Deep Research is an AI-powered tool designed to generate comprehensive research reports rapidly, leveraging advanced AI models and internet connectivity. It prioritizes user privacy by processing and storing all data locally.

TL;DR

portfolio-mcpRAG / Knowledge Base · ★ 12

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

Read portfolio-mcp full review →

deep-researchRAG / Knowledge Base · ★ 4.7k

Rapidly generate in-depth research reports for personal and professional use.

Read deep-research full review →

Side-by-Side Comparison

Field

portfolio-mcp

deep-research

Features

portfolio-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.

deep-research

01Rapidly generates comprehensive research reports in minutes.

02Ensures privacy by processing and storing all data locally in the browser.

03Supports a wide range of mainstream large language models (LLMs).

04Integrates with various web search engines for enhanced information gathering.

05Allows uploading and processing local files to build a knowledge base.

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.

deep-research

↳Rapidly generate in-depth research reports for personal and professional use.

↳Serve as a deep research as a service (SaaS) platform via SSE API.

↳Integrate deep research functionality into other AI applications using MCP.

FAQ

What is the difference between portfolio-mcp and deep-research?

Both portfolio-mcp and deep-research are in the RAG / Knowledge Base category. portfolio-mcp has 12 stars, while deep-research has 4.7k stars.

Which is better, portfolio-mcp or deep-research?

The best choice depends on your use case. Choose portfolio-mcp if Compare current allocation against a target portfolio and suggest rebalancing actions., and deep-research if Rapidly generate in-depth research reports for personal and professional use..

Is portfolio-mcp free or open source?

Yes, portfolio-mcp is open source on GitHub (MIT).

Is deep-research free or open source?

Yes, deep-research is open source on GitHub (MIT).

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Alternatives to portfolio-mcp →Alternatives to deep-research →portfolio-mcp details →deep-research details →

TL;DR

Side-by-Side Comparison

Features

Use Cases

FAQ

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