servers/ development/ finawaken-portfolio
FP

Finawaken Portfolio

Unverified Claim & verify → Development

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

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Overview Installation

Overview

Finawaken Portfolio is a Model Context Protocol server that gives your AI assistant direct access to your investment data. It surfaces your portfolio performance, holdings, dividends, ETF look-through details, and transaction history — letting Claude, Cursor, VS Code, and other MCP clients answer questions about your investments in real time without leaving the conversation.

The server runs as a hosted endpoint at https://mcp.portfolio.finawaken.com with no local installation needed. Authentication is not required to connect. The latest release is v1.0.1.

Finawaken Portfolio is categorized as a Development tool on mcp.site and integrates with any MCP-compatible client including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, and Zed. Maintainers from finawaken.com are invited to claim this listing to verify ownership and keep the information up to date.

▸Hosted endpoint — Streamable HTTP · https://mcp.portfolio.finawaken.com

Installation

Settings → Connectors → Add custom connector
Name: Finawaken Portfolio
URL:  https://mcp.portfolio.finawaken.com

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