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portfolio-mcp
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portfolio-mcp

Active·★ 12·MIT·Updated 2026-05-31

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.

#TypeScript#Node.js#Model Context Protocol#Financial Data#Portfolio Management
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Guides
#PDF Parsing
#CSV Parsing
#SQLite
$ Install
$ npx -y portfolio-mcp
↗ Visit site★ GitHub
01

Features

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.
02

Compatibility

Node.js
Runtime
Verified via docs
TypeScript
Language
Verified via docs
Claude Desktop
Client
Verified via docs
Model Context Protocol
Protocol
Verified via docs
03

Quick start

1
$ npx -y portfolio-mcp
04

Use cases

↳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

Alternatives

⚡Top VS:
VSCivil3D-mcp★53→VSbuywhere-mcp★15→VSmcp-server★288→

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Satsuj1n /
portfolio-mcp
↗

Local-first, read-only MCP server to talk to your XP Investimentos portfolio through Claude Desktop. TypeScript + SQLite. Zero scraping, zero credentials.

12MIT
Last commit4mo ago
StatusActive
CategoryRAG / Knowledge Base
Links
Documentation↗Discussion↗Issues↗Releases↗
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