Finawaken Portfolio MCP Server

by finawaken Your server? Claim it

answering

Finawaken Portfolio is answering right now. Last checked 4 min ago.

Clarity on your investments: performance, holdings, dividends, ETF look-through and transactions.

Uptime history 9 days of history

9 days agonow

100.0%

Uptime 24h

92 of 92 checks

—

Tools

hidden behind auth

217 ms

Response time

average over 24h

OAuth sign-in

Access

streamable-http

Nothing serious here today

Today is the operative word: we check Finawaken Portfolio every 15 minutes and re-read its code on every release. Watch it and you find out the day that stops being true.

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 4 min ago.

Claude Code Claude Desktop Codex Cursor VS Code

run in your terminal

claude mcp add portfolio --transport http https://mcp.portfolio.finawaken.com

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

https://mcp.portfolio.finawaken.com

~/.codex/config.toml

[mcp_servers.portfolio]
url = "https://mcp.portfolio.finawaken.com"

.cursor/mcp.json

{
  "mcpServers": {
    "portfolio": {
      "url": "https://mcp.portfolio.finawaken.com"
    }
  }
}

.vscode/mcp.json

{
  "servers": {
    "portfolio": {
      "type": "http",
      "url": "https://mcp.portfolio.finawaken.com"
    }
  }
}

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.

Endpoints

URL	Transport	State	Latency	Checked
https://mcp.portfolio.finawaken.com	streamable-http	sign-in	215 ms	4 min ago

Alternatives to Finawaken Portfolio

same job, measured the same way

Synci

by synci

Read-only access to your bank, investment, and crypto accounts: balances, transactions, holdings.

answering

InsiderCat

by insidercat

Congress and corporate insider trades, portfolio holdings, performance, sentiment and ownership.

answering

Firma

by evan-moon

Local-first portfolio tracker for overseas investors. Claude reads and writes your finances via MCP.

56 installs/wk local only

Fincontext

by fincontext

Read-only bank & investment accounts via Plaid: balances, holdings, transactions, SQL analytics.

answering

Quicken Mac MCP

by dweekly

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

81 installs/wk local only

MCP Open Finance

by codespar

MCP server for Open Finance Brasil — accounts, transactions, consents, credit, loans, investments

69 installs/wk local only

Cove — Personal Finance

by usecove

Read-only access to your Cove finances: accounts, spending, transactions and recurring bills.

answering

MoneyMatter

by letehaha

Personal finance tracker: accounts, transactions, budgets, investments and analytics over OAuth.

answering

Finawaken Portfolio — questions

Answers built from our own checks of this server.

Why is there no tool list for Finawaken Portfolio?

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 Finawaken Portfolio working right now?

We send a real MCP handshake every 15 minutes. Over the last 24 hours 92 of 92 checks got a reply (100.0%), average response time 217 ms. The bar chart above shows every period we have measured.

How do I connect Finawaken Portfolio?

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 Finawaken Portfolio?

No API key is involved. Finawaken Portfolio 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 Finawaken Portfolio?

It answers our handshake in 217 ms on average, which is faster than 68% of all working MCP servers we measure. The comparison comes from our own checks across the whole registry, every 15 minutes.