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Finawaken Portfolio

Clarity on your investments: performance, holdings, dividends, ETF look-through and transactions.

com.finawaken · ↓ 0 installs

Install

Add the config to your client settings. Replace values in <angle brackets> with your own.

Config file: claude_desktop_config.json
{
  "mcpServers": {
    "portfolio": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://mcp.portfolio.finawaken.com"
      ]
    }
  }
}

Or in one command — the CLI adds the server to your client config:

CLI
npx ai-point add com.finawaken/portfolio

Tools

The tool list will appear once the server has a sandbox or the editors fill it in.

Report a problem ↗ (Opens GitHub in a new tab)