xp-mcp vs apple-notes-mcp
xp-mcp: xp-mcp is a Model Context Protocol server that parses XP Investimentos PDF/CSV exports into a local SQLite database, providing tools to query portfolio data through Claude Desktop. It is local-first, requires no credentials, and makes zero outbound network calls for core functionalities. Read-only by design, it allows users to analyze their investments without exposing data to third parties.; apple-notes-mcp: This server acts as a bridge between AI assistants and Apple Notes. Once configured, you can ask Claude to save notes, find notes, read notes, move notes, and manage folders. All data stays local on your machine.
TL;DR
Compare current portfolio allocation against a target allocation
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