Overview

Portfolio Service MCP Server

Description:
A comprehensive server that integrates popular brokerage APIs for portfolio management

Category: Financial Services & Trading

Overview: This server provides extensive integration with major brokers and trading platforms, featuring:

• Multi-broker support (IBKR, TradeStation)
• Real-time market data access
• Advanced trading operations
• TradingView scanning capabilities
• Options trading support
• News integration

Key Features:

1. TradingView Integration

   • Custom stock screening
   • Access to 3000+ technical indicators
   • Pre-built market scanners

2. IBKR Features

   • OHLCV data with multiple timeframes
   • Order management (market/limit orders)
   • News headlines and full articles
   • Options chain data
   • Account management

3. Account Resources

   • Portfolio tracking
   • Order monitoring
   • Account summaries
   • Position management

Installation & Configuration:

Desktop Integration Configuration:

{
  "mcpServers": {
    "portfolio_service": {
      "command": "uv",
      "args": [
        "--directory",
        "<path_to_project>/portfolio_service",
        "run",
        "portfolio_service"
      ]
    }
  }
}

Environment Configuration:

{
  "mcp-server-portfolio": {
    "command": "path-to/bin/node",
    "args": ["path-to/mcp-serve/"],
    "env": {
      "TRADESTATION_API_KEY": "your_api_key",
      "IBKR_ACCOUNT_ID": "your_account_id"
    }
  }
}

Debug Mode:

npx @modelcontextprotocol/inspector uv --directory <path_to_project>/portfolio_service run portfolio-service