Financial Portfolios AI MCP Server

by financial-portfolios Your server? Claim it

answering

Financial Portfolios AI is answering right now. Last checked 11 min ago.

Systematic model portfolios: allocations, holdings history, model-alignment arithmetic, research.

The linked repository no longer exists on GitHub — it was deleted or made private.

Uptime history 15 days of history · worst day 99%

15 days agonow

100.0%

Uptime 24h

182 of 182 checks

—

Tools

hidden behind auth

285 ms

Response time

average over 24h

OAuth sign-in

Access

streamable-http

Financial Portfolios AI missed one check this week

Everything else answered, so this is steady rather than shaky. We check every 15 minutes, which is how a one-off gets told apart from the start of a pattern, and how you hear about the next one within the hour instead of from your users.

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 11 min ago.

Claude Code Claude Desktop Codex Cursor VS Code

run in your terminal

claude mcp add financial-portfolios-ai --transport http https://financial-portfolios.ai/mcp

Settings → Connectors → Add custom connector, then paste this address

https://financial-portfolios.ai/mcp

~/.codex/config.toml

[mcp_servers.financial-portfolios-ai]
url = "https://financial-portfolios.ai/mcp"

.cursor/mcp.json

{
  "mcpServers": {
    "financial-portfolios-ai": {
      "url": "https://financial-portfolios.ai/mcp"
    }
  }
}

.vscode/mcp.json

{
  "servers": {
    "financial-portfolios-ai": {
      "type": "http",
      "url": "https://financial-portfolios.ai/mcp"
    }
  }
}

This endpoint answered with an authorization challenge. The server is running, and it signs you in through your browser: there is no API key to paste.

This server publishes 1 more address. The block above uses the one we reach during checks; the full list is under Endpoints below, and the author may intend a particular one for your client.

Endpoints

URL	Transport	State	Latency	Checked
https://financial-portfolios.ai/mcp	streamable-http	sign-in	439 ms	11 min ago
https://financial-portfolios.ai/sse	sse	sign-in	624 ms	11 min ago

Alternatives to Financial Portfolios AI

same job, measured the same way

FolioFact

by foliofact

Read-only value-investing fund, holdings, financial, options, and insider research.

13 tools answering

Valueledger

by cloudcorprecords

Read-only value-investing research: funds, holdings, financials, options and insiders.

236 installs/wk local only

Quicken Mac MCP

by dweekly

Read-only access to Quicken For Mac financial data: transactions, spending, and portfolios.

81 installs/wk local only

Stocksense

by mikejj-creation

Financial data for AI agents: SEC filings, price history, insider trades, and more.

56 installs/wk local only

GenPark Complex Financial Formula Audit Validator

by alphaparkinc

Arithmetic consistency checks and cross-footing validation for financial statements

local only

Monk.trade

by labstack

Stock research for AI assistants: US stock scans, SEC filings, insider trades and financials.

answering

genpark-financial-audit

by alpha-park

Arithmetic consistency checks for supplied financial statement data.

local only

FDIC BankFind

by olyport

Bank financials, branch locations, deposit data, and failure history from FDIC

5 tools answering

Financial Portfolios AI — questions

Answers built from our own checks of this server.

Why is there no tool list for Financial Portfolios AI?

The server answered our handshake with an authorization challenge, so it is running — but it will not describe its tools to an anonymous client. To see them you need to connect with your own credentials. We record it as alive, not as broken: 100.0% of checks in the last 24 hours got a reply.

Is Financial Portfolios AI working right now?

We send a real MCP handshake every 15 minutes. Over the last 24 hours 182 of 182 checks got a reply (100.0%), average response time 285 ms. The bar chart above shows every period we have measured.

Is Financial Portfolios AI still maintained?

The linked repository no longer exists on GitHub — it was deleted or made private. We show this because it changes what you can expect: an unmaintained server may keep answering for months and then stop without warning.

How do I connect Financial Portfolios AI?

Copy the ready config from this page. We generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each in the form that client actually reads. It is a remote server, so there is nothing to install — the client connects to the address. You sign in through your browser once and the client keeps the session: no key to copy, and it refuses anonymous clients.

How do you sign in to Financial Portfolios AI?

No API key is involved. Financial Portfolios AI answers our knock with an OAuth challenge, so you authorise it once in your browser and the client keeps the session. That is also why we see no tool list: it will not describe itself to an anonymous client, and that is the server working as intended, not a fault.

How fast is Financial Portfolios AI?

It answers our handshake in 285 ms on average, which is faster than 48% of all working MCP servers we measure. The comparison comes from our own checks across the whole registry, every 15 minutes.