AgentIndex icon
AgentIndex
portfolio-mcp logo
portfolio-mcp
★ 12
vs
us-census-bureau-data-api-mcp logo
us-census-bureau-data-api-mcp
★ 105

portfolio-mcp vs us-census-bureau-data-api-mcp

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.; us-census-bureau-data-api-mcp: The U.S. Census Bureau Data API MCP is a server that connects AI assistants to official Census Bureau data via the Model Context Protocol. It facilitates access to rich demographic and economic statistics by integrating data from the Census Data API and local PostgreSQL storage for enhanced search capabilities.

01

TL;DR

portfolio-mcp logo
portfolio-mcpRAG / Knowledge Base · ★ 12

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

Read portfolio-mcp full review →
us-census-bureau-data-api-mcp logo
us-census-bureau-data-api-mcpRAG / Knowledge Base · ★ 105

Integrating Census Data into AI Assistants

Read us-census-bureau-data-api-mcp full review →
02

Side-by-Side Comparison

Field
portfolio-mcp logoportfolio-mcp
us-census-bureau-data-api-mcp logous-census-bureau-data-api-mcp
Category
RAG / Knowledge Base
RAG / Knowledge Base
Stars
★ 12
★ 105
License
MIT
CC0-1.0
Install Command
npx -y portfolio-mcp
docker compose --profile prod run --rm census-mcp-db-init sh -c "npm run migrate:up && npm run seed"
Updated
4mo ago
7mo ago
Open Source
Yes
Yes
Website
↗ Visit
↗ Visit
GitHub
↗ GitHub
↗ GitHub
Tags
TypeScript, Node.js, Model Context Protocol
Model Context Protocol (MCP), AI Assistants, Census Data API
03

Features

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.
us-census-bureau-data-api-mcp logous-census-bureau-data-api-mcp
01Model Context Protocol (MCP) Server
02Official Census Data Integration
03Optimized Data Search with Local Database
04Comprehensive API Tools for Data Querying
05Pre-configured Prompts for AI Models
04

Use Cases

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.
us-census-bureau-data-api-mcp logous-census-bureau-data-api-mcp
↳Integrating Census Data into AI Assistants
↳Geographic Data Retrieval and Resolution
↳Fetching Aggregate Demographic/Economic Data
↳Developing AI Applications with Demographic Insights
↳Automated Data Updates and Management for Census Data
FAQ

FAQ

What is the difference between portfolio-mcp and us-census-bureau-data-api-mcp?
Both portfolio-mcp and us-census-bureau-data-api-mcp are in the RAG / Knowledge Base category. portfolio-mcp has 12 stars, while us-census-bureau-data-api-mcp has 105 stars.
Which is better, portfolio-mcp or us-census-bureau-data-api-mcp?
The best choice depends on your use case. Choose portfolio-mcp if Compare current allocation against a target portfolio and suggest rebalancing actions., and us-census-bureau-data-api-mcp if Integrating Census Data into AI Assistants.
Is portfolio-mcp free or open source?
Yes, portfolio-mcp is open source on GitHub (MIT).
Is us-census-bureau-data-api-mcp free or open source?
Yes, us-census-bureau-data-api-mcp is open source on GitHub (CC0-1.0).
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