Portfolio Tracker MCP Server

Portfolio tracker mcp server connects Portfolio Tracker to AI assistants that speak the Model Context Protocol. MCP server for portfolio tracker data.

What Portfolio Tracker does

A Model Context Protocol (MCP) server that exposes portfolio tracking tools for AI clients.

Key capabilities

• Get Portfolio Positions — Retrieve all current positions
• Get Portfolio P&L — Calculate profit/loss with optional price refresh
• Refresh Portfolio Data — Force refresh of all price data from Yahoo Finance
• Get Position Details — Get specific position information

Tools it exposes

Once connected, the assistant can call this tool directly:

• Parameters — refresh (boolean, optional) - force refresh prices

Installing the portfolio tracker mcp server

Setup follows the standard MCP pattern: clone or install the server, then register it in your client's configuration file and restart the client. The configuration snippets on this page cover Claude Desktop, Claude Code and Cursor.

Configuration

Before the server will start you need to supply one environment variable: PORTFOLIO_API_URL. Keep credentials in your client's env block or a secrets manager rather than committing them.

Where it fits

Developer-tool servers are usually the first ones people connect, because they turn "help me with this code" into an assistant that can actually read the repo and act on it. Portfolio Tracker sits in that group, and the shape of its toolset — Parameters — tells you what it is really for. Worth comparing against the other developer tools servers in this directory before you commit to one, since several overlap in scope but differ sharply in setup cost and permissions.

Practical notes

• This server runs locally, so it operates with whatever access your machine and its credentials already have. Scope that deliberately rather than by default.
• It will not start until its required credentials are present, so set those before wondering why the tools never appear.
• Maintained by Gouliath1.
• MCP clients ask for confirmation before each tool call by default. Keep that on while you learn what the portfolio tracker mcp server actually does with your data.
• Every entry in this directory is reviewed by hand before it goes live, and details are checked against the project's own documentation.