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portfolio-mcp
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portfolio-mcp

Active·★ 11·MIT·Updated 2026-05-31
★ Trending★ Hidden Gem

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.

portfolio-mcp sits in the RAG / Knowledge Base category, so it is usually better judged by workflow fit, deployment style, and team needs than by isolated features alone. Based on the available metadata, it leans most clearly toward Local-first data storage in SQLite with zero outbound HTTP calls for core tools.. A representative use case is Compare current allocation against a target portfolio and suggest rebalancing actions.. The listed license is MIT. GitHub stars are currently 11. Relevant tags include TypeScript, Node.js.

#TypeScript#Node.js#Model Context Protocol#Financial Data#Portfolio Management#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

Why choose it

+Local-first data storage in SQLite with zero outbound HTTP calls for core tools.
+No credentials or web scraping required; users import PDF/CSV exports directly.
+Compare current allocation against a target portfolio and suggest rebalancing actions.
+Supports 4 platforms or runtime environments.
03

Trade-offs

!The final decision should still be made through side-by-side comparison with similar tools.
04

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
05

Quick start

1
$ npx -y portfolio-mcp
06

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.
07

How it compares

≈portfolio-mcp belongs to the RAG / Knowledge Base category and is best evaluated alongside similar tools instead of in isolation.
≈If your main requirement is closer to "Compare current allocation against a target portfolio and suggest rebalancing actions.", that use case is a better comparison lens than a flat feature checklist.
≈portfolio-mcp's license, community traction, and deployment model all make more sense when compared in category context.
08

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On this page
01Features02Why choose it03Trade-offs04Compatibility05Quick start06Use cases07How it compares08Alternatives
Stats
GitHub Stars★ 11
Last commit1d ago
StatusActive
LicenseMIT
CategoryRAG / Knowledge Base
Trend (30d)
+0.4↑ 1.3%
Links
Documentation↗Discussion↗Issues↗Releases↗

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