Editor order · Top 10 tools
Best MCP Servers for Stock Analysis and Portfolio Research
Find a connector for the research you want to do in your AI assistant.
Use a fundamentals connector to check a reported number against a filing, a transcript connector to find what management said, or a portfolio connector to review holdings and risk. Each pick has a documented Model Context Protocol (MCP) integration. Check the supported clients, account requirements, and permissions before connecting.
Editor-ranked · Global vote totals · Not financial advice
Choose by MCP workflow
Compare statements and segment KPIs
Fiscal.ai
Fetch reported or standardized financials and filing references where available. Free MCP access has limited coverage and rate limits. Paid MCP access is sold separately from Terminal. Claude and ChatGPT setup is documented.
Screen stocks and analyze price history
TradingView
The personal-use beta requires Essential or higher and excludes trials. Compatible clients can manage supported watchlists and alerts. Some data is delayed or limited.
Search earnings-call transcripts
Quartr
Search transcripts and follow timestamped references. Quartr Pro is required, and student plans are excluded. Choose read-only access to prevent changes to watchlists and saved items.
Compare portfolio risk and diversification
PortfoliosLab
Check returns, drawdowns and correlations with an MCP key on Plus or higher. Comparing multiple saved portfolios requires Pro or Max.
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Compare MCP connectors by research task
Check which clients each connector supports, what the plan includes and whether the connector can change data in your account.
Compare statements and segment KPIs
Fiscal.aiData retrieval
Fetch reported or standardized financials and filing references where available. Free MCP access has limited coverage and rate limits. Paid MCP access is sold separately from Terminal. Claude and ChatGPT setup is documented.
Screen stocks and analyze price history
TradingViewCan change watchlists and alerts
The personal-use beta requires Essential or higher and excludes trials. Compatible clients can manage supported watchlists and alerts. Some data is delayed or limited.
Search earnings-call transcripts
QuartrRead-only or can change saved data
Search transcripts and follow timestamped references. Quartr Pro is required, and student plans are excluded. Choose read-only access to prevent changes to watchlists and saved items.
Compare global fundamentals and valuation
Roic AIRead-only
Use read-only access to query statements, valuation multiples, prices and earnings transcripts. All plans can connect. Free allows five requests per minute and up to two years of history.
Research stocks and your own holdings
StocknearRead-only
Read quotes, price history and news with a free account. Plus adds financials, and Pro adds your watchlists and portfolios. Connect to Claude or ChatGPT with read-only access.
Verify company fundamentals
BeanvestRead-only
Read financial values, formulas and sources. Read-only, with no API key. The docs cover Claude, ChatGPT, Cursor and Codex.
Find and verify SEC disclosures
SEC API (sec-api.io)Data retrieval
Search EDGAR filings, extract sections and query structured financial statements, insider trades and institutional holdings. Connect with an API key. Access depends on your plan.
Compare portfolio risk and diversification
PortfoliosLabCan change and delete portfolios and watchlists
Check returns, drawdowns and correlations with an MCP key on Plus or higher. Comparing multiple saved portfolios requires Pro or Max.
Review portfolio income and returns
Snowball AnalyticsRead-only
Read holdings, allocation, returns and dividend projections. The Expert plan requires an MCP key. The docs cover Claude and Cursor.
Review your brokerage account
Interactive Brokers (IBKR)Can place orders with autonomous mode enabled
Review authorized positions, balances and risk. In Review & Approve, you review and submit each order. Eligible clients can opt in to autonomous trading within a dedicated AI Partition.
Best MCP Servers for Stock Analysis and Portfolio Research FAQ
What does MCP do for stock research?
Model Context Protocol lets a compatible AI assistant use tools and data exposed by a connected service. The available tasks depend on the connector. It may retrieve financial statements, search an earnings call, or analyze holdings you authorize it to access.
Can an investing MCP connector place trades?
Permissions vary by connector and account. With IBKR Review & Approve, you review and submit each order yourself. Eligible clients can opt in to autonomous trading for supported orders within a dedicated AI Partition.
Does my AI subscription include the investing connector?
Check the AI client and the data provider separately. The client must support the connector's setup and authentication, and the provider may require its own account, subscription, or API key.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.