Portfolio Terminal

Overview

Portfolio Terminal is an MCP server that provides dated ETF and stock data alongside tax-loss harvesting, withholding, and fee calculations for your investment holdings. Any MCP-compatible AI assistant can call its tools directly, letting the model decide when to use them during conversation or agent runs.

It runs as a remote hosted service at https://portfolio-terminal.com/api/mcp with no local installation required. The latest release is v1.1.0, and no authentication credentials are needed to connect.

Portfolio Terminal appears in the Finance category on mcp.site and is compatible with MCP clients including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, Zed, and others. Maintainers from portfolio-terminal.com are welcome to claim this listing to verify ownership and keep details up to date.

Installation

Settings → Connectors → Add custom connector
Name: Portfolio Terminal
URL:  https://portfolio-terminal.com/api/mcp