MCPs › Data & APIs › Investment Statement MCP Server
Parse and query investment statements from multiple institutions (Questrade, Interactive Brokers, Scotia) using natural language or structured queries. Supports semantic search for dividends, holdings, transactions, and account balances with hybrid SQLite and vector database storage.
Not monetized yet
Turn Investment Statement MCP Server’s tool calls into revenue: one disclosed sponsored slot, 70% revenue share, fail-open by design.
Install Investment Statement MCP Server
For anyone using Investment Statement MCP Server — no Lulu account needed# stdio server — install per the repository README: https://github.com/vinnycarter05/investing-mcp
9 field-tested tactics as a designed playbook plus skills your coding agent can run. Free.
Get the Kit →FAQ
Investment Statement MCP Server installs from source — follow the repository README.
Unrated out of 100, computed from cross-registry traction signals (installs, stars, registry presence) — never influenced by sponsorship.
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This is for the person who owns Investment Statement MCP Server — adds Lulu Ads to your own code. Not the install steps above, those are for your users.
Copies a ready prompt: your coding agent installs the lulu-ads SDK, wires the slot, and applies the widget design guide.
or set up manually at getlulu.dev/publishers
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