Portfolio Quotes MCP Server

Example Use Cases

• 1

  Access real-time US and Taiwan stock quotes and portfolio data.

• 2

  Perform financial and technical analysis on stock data.

• 3

  Integrate with Claude via a secure MCP endpoint.

Description

This MCP server acts as a remote endpoint integrating portfolio data from Notion, real-time pricing from Yahoo Finance, and financial data from FinMind. It supports OAuth 2.1 with PKCE for secure access and enables agents to retrieve stock quotes, options positions, net worth, and perform technical and fundamental financial analyses. The server facilitates seamless integration with Claude and supports trade journaling and stock screening for US and Taiwan markets.