MCPs › Data & APIs › portfolio-mcp
A portfolio analysis MCP server that enables AI agents to manage investment portfolios, fetch financial data from Yahoo Finance and CoinGecko, and perform advanced analysis like weight optimization and Monte Carlo simulations. It utilizes reference-based caching to efficiently handle large datasets without bloating the LLM's context window.
Not monetized yet
Turn portfolio-mcp’s tool calls into revenue: one disclosed sponsored slot, 70% revenue share, fail-open by design.
Install portfolio-mcp
For anyone using portfolio-mcp — no Lulu account needed# stdio server — install per the repository README: https://github.com/nawafsheikh/portfolio-mcp
Real-time weather for any city, built on the lulu-ads widget gallery. First-party, free forever.
View server →FAQ
portfolio-mcp 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.
Similar servers
Works well together
Your server?
This is for the person who owns portfolio-mcp — 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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Managed hosting with monetization built in — waitlist.
[](https://getlulu.dev/mcps/portfolio-mcp-394f16)