Guides · Checked 9 November 2026

Portfolio apps with an MCP server for AI agents (November 2026)

As of 9 November 2026, eight portfolio trackers document their own MCP server — the connection an external AI agent such as the ChatGPT app, the Claude app, Claude Code or Codex uses to read your holdings: Fortunest, Wealthfolio, Parqet, Kubera, Wallible, Aureli, Portfolio Dividend Tracker and, experimental and self-hosted, Ghostfolio. Brokers have joined too: Interactive Brokers, Scalable Capital, Robinhood, Public, Alpaca, SnapTrade, PiTrade and Moneda each run one for their own accounts. They differ in which AI apps they name, whether the agent may change anything, where the server runs and what it costs — the tables below compare those four things from each vendor's own pages.

Added 10 November 2026: Portfolio Performance is not in the tables below, and it now belongs beside them — its desktop app has had an experimental MCP endpoint since version 0.89.0 (October 2026), local only and off by default. The Portfolio Performance MCP guide covers what it reads and changes; Parqet’s server has its own page too.

Quick answer

Fortunest, which we build, is the pick if you want the ChatGPT app, the Claude app, Claude Code and Codex all reading one multi-broker portfolio, with every change waiting for your approval or an allowance you set. On Pro, which every new account gets free for 14 days, the agent connects at app.fortunest.ai/mcp, and a demo endpoint needs no account at all. Wealthfolio is the best free, local choice for coding agents, Parqet is best for a free plan with a ready-made ChatGPT app, and Kubera is best for a whole net-worth balance sheet. If you want the agent to place trades, the MCP servers of brokers such as Interactive Brokers, Public and Robinhood are a different category, covered in their own table below.

The short answer

One portfolio across many brokers, in ChatGPT, Claude, Claude Code and Codex: Fortunest — the only tracker here that documents all four clients against a hosted portfolio of CSV imports and read-only broker and exchange connections. Reads run on their own; dashboard actions and changes wait for your approval. Pro, €6.99 a month or €69 a year plus VAT, with a 14-day Pro trial for every new account; the demo endpoint is free with no account.
Free and local: Wealthfolio — an open-source app whose server runs on your own machine, for Claude Code, Codex, the ChatGPT desktop app, Cursor and more, behind tokens you scope yourself.
A free plan with a ready-made ChatGPT app: Parqet — its own app in ChatGPT, a Claude connector and a hosted server on every plan, read-only unless you allow writes.
A whole net-worth balance sheet: Kubera — ChatGPT, Claude, Grok, Gemini and Perplexity read and update assets, debts and cash flows; from $250 a year.
Placing trades: a broker's own MCP server — Interactive Brokers, Scalable Capital, Robinhood, Public, Alpaca and PiTrade let an agent prepare or place orders on their accounts, each with its own approval rules. No tracker in this guide trades.

What counts here

An MCP server is a published endpoint that an AI client connects to, signs in to, and then calls as tools — the agent asks for your holdings and gets the tracker's own numbers instead of a pasted screenshot. We counted a product when its own documentation describes such a server for its users' data, and we recorded what that documentation names: which clients, which permissions, where it runs, which plan. Two things are easy to confuse with it and are left out: AI chat built into an app (getquin's AI agents, for example, work inside getquin) and market-data MCP servers that know nothing about your portfolio.

The client names matter because they are not interchangeable. The ChatGPT app and the Claude app reach a server over the internet, so a server that runs only on your laptop is out of their reach. Claude Code and Codex are coding agents that run on your machine and can use either kind. Each client also has its own plan rules: ChatGPT custom connectors depend on your plan, and free Claude accounts are limited to one custom connector.

Portfolio trackers with an MCP server

Each cell is what the vendor's own pages say on 9 November 2026, in the vendor's terms. Not named means the page does not mention that client — the server may still work with it, since MCP is a standard. A green ✓ marks whichever product leads a row on that row's own terms — sometimes ours, often not.

	Fortunest¹	Wealthfolio²	Parqet³	Kubera⁴	Wallible⁵	Aureli⁶	Portfolio Dividend Tracker⁷	Ghostfolio⁸
ChatGPT app	Yes — custom connector, Developer mode Depends on your ChatGPT plan	ChatGPT desktop app, to the local server	Yes — Parqet's own app in ChatGPT	Yes — Kubera's own app in ChatGPT	“Not yet supported”	Yes — Developer mode, web only	Not named	No client named
Claude app	Yes — custom connector: web, Desktop, mobile, Cowork	Claude Desktop's Code tab only claude.ai and mobile cannot reach a local server	Yes — custom connector	Yes — custom connector	Yes — web, desktop, mobile	Yes — Claude Desktop	Yes — custom connector	No client named
Claude Code	Yes	Yes	Yes	Not named	Yes	Yes	Not named	No client named
Codex	Yes — app and CLI	Yes	Not named	Not named	Not named	Not named	Not named	No client named
Other clients named	MCP Agent on iPhone (Siri) Any Streamable HTTP client	Cursor, Windsurf, Cline, VS Code, OpenCode, Jan, LM Studio	Perplexity, Le Chat, Grok, Cursor Gemini “coming soon”	Grok, Gemini, Perplexity (its premium plan), Muse, Cursor	None yet	Gemini, Grok	None	Any client with an MCP access token
What the agent may change	Reads on its own Drives a live dashboard and writes records only after your approval or an allowance No orders, no money moved	Scoped tokens: read, draft, or write activities No trading	Read-only by default Optional write: portfolios, holdings, activities	Read and write: assets, debts, cash flows, sheets	Reads portfolios, backtests and comparisons; runs simulations No write described	You choose read, edit or both Edit records valuations, buys and sells	Not stated; the examples are reads	Read (optionally without values), or import activities and update cash balances
Where the server runs	Hosted, `app.fortunest.ai/mcp` STDIO bridge to the desktop app Free demo endpoint	On your machine, 127.0.0.1 Or your self-hosted server	Hosted, `mcp.parqet.com`	Hosted, `api.kubera.com`	Hosted, `core.wallible.com/mcp`	Hosted, `aureli.app/api/mcp`	Hosted, `mcp.portfoliodividendtracker.com`	Your own server; experimental, off by default
Sign-in	OAuth 2.1 browser sign-in, permissions reviewed Grant expires after 30 days, revocable	Token you create, expiry 7 days to none	OAuth	OAuth, or a token for some clients	Browser sign-in and approval	OAuth browser sign-in	PDT login and permission	Bearer token of an MCP-type access
Price for MCP	Pro €6.99/mo or €69/yr + VAT 14-day Pro trial for new accounts, no card Demo endpoint free	Free, open-source app	Every plan: Basis €0 (2 integrations), Plus €11.99/mo, Investor €29.99/mo	Essentials $250/yr Black $2,500/yr	Investor plan or higher, from €4.25/mo yearly Its pricing page lists it differently	Every plan, Lite £0 included	Plan not stated; plans €7.50/mo or €75/yr	Self-host free, AGPL-3.0

Checked against the sources below on 9 November 2026. Prices are each vendor's list price before promotions; Fortunest's exclude VAT, which is added at checkout. Not in the table: trefolio advertises an MCP server for Claude Desktop, Claude Code and Cursor, but its site answered “deployment paused” on 9 November 2026, so we could not check it; getquin describes no MCP server. “Not named” and “not stated” are statements about those pages on that date, not about the product.

Brokers and investing apps with their own MCP server

A broker's MCP server reads the accounts you hold at that broker, and several can place orders — which no tracker above does. If your money sits with one broker and you want the agent to act, start here; if it is spread across several brokers and exchanges, a tracker sees all of it and a broker sees only its own part. Same date, same rules as above.

	Interactive Brokers⁹	Scalable Capital¹⁰	Robinhood¹¹	Public¹²	Alpaca¹³	SnapTrade¹⁴	PiTrade¹⁵	Moneda¹⁶
Clients named	ChatGPT, Claude, Grok, Perplexity Any MCP tool, e.g. Claude Code, Cursor	ChatGPT, Claude, Codex, Grok Cursor, Antigravity	ChatGPT, Claude Desktop, Claude Code, Codex Cursor, Grok, Perplexity and more	ChatGPT, Claude, Claude Code, Codex Perplexity, Grok, Muse	Claude Desktop, Claude Code, Cursor, VS Code, Gemini CLI No remote server for ChatGPT	ChatGPT, Claude	ChatGPT, Claude, any MCP client	ChatGPT, Claude, Cursor Gemini, Le Chat, Perplexity
Can the agent trade?	Drafts orders you submit Autonomous Trading add-on announced 21 Oct 2026	Orders and savings plans at the “Full” level Each confirmed separately	Only in a separate agentic account Stocks, options, crypto	Yes — stocks, ETFs, options, crypto, bonds	Yes — paper trading by default	Portfolio server read-only Separate trading server, not on every account	Read-only or trading, chosen at connection New portfolios capped at $1,000	Money moves only prepared Approved in the app with a passkey
Where the server runs	Hosted, `api.ibkr.com`	Hosted, `mcp.scalable.capital`	Hosted, `agent.robinhood.com`	Hosted, `mcp.public.com`	Local only — stdio or Docker	Hosted, `agent.snaptrade.com`	Hosted, `mcp.pitrade.com`	Hosted, `mcp.moneda.com`
Price for MCP	Connection free, paper and live accounts	Not stated	Not stated	Included with the account	Free server, MIT licence	Free Personal account	Not stated	Premium or Ultra, from €9.99/mo, per its plans page

Checked on 9 November 2026. Interactive Brokers' pages refuse automated readers, so its cells come from Interactive Brokers' own pages as indexed by search that day; read them there before you rely on them. Moneda's own article says its MCP server is on every plan, while its plans page lists it on Premium and Ultra; we quote the plans page.

The verdicts, one line each

Fortunest — our pick for one portfolio across brokers

Best for: asking the ChatGPT app, the Claude app, Claude Code or Codex about every broker and exchange you hold at once, with each change approved in the app.

Free without an account · MCP on Pro, €6.99/mo or €69/yr + VAT · 14-day Pro trial for every new account · demo endpoint free

Where it falls short: MCP to your own portfolio is Pro-only after the trial; the agent cannot trade; and whatever it reads goes to your AI provider under that provider's terms. Setup: the MCP server reference.

Wealthfolio

Best for: a free, open-source tracker whose server, data and tokens stay on your own machine.

Where it falls short: a local server is out of reach of claude.ai and the Claude mobile apps, and broker sync is the paid Connect subscription.

Parqet

Best for: the portfolio in ChatGPT or Claude on a free plan, through Parqet's own ChatGPT app.

Where it falls short: two integrations on the free plan, and Codex is not among the clients it names.

Kubera

Best for: a net-worth balance sheet — property, debts, cash flows — that ChatGPT, Claude or Grok can read and update.

Where it falls short: no free plan, from $250 a year, and the coding agents are not named.

Wallible

Best for: Claude reading your portfolios, backtests and comparisons, at a low monthly price.

Where it falls short: ChatGPT is listed as not yet supported, and its docs and pricing page disagree on which plan includes MCP.

Aureli

Best for: a free plan where Claude, ChatGPT, Gemini or Grok can read and edit a net-worth record.

Where it falls short: ChatGPT only on the web in Developer mode, and Codex is not named.

Portfolio Dividend Tracker

Best for: asking Claude about a dividend portfolio you already keep in PDT.

Where it falls short: Claude is the only client documented, and the pages do not say what the agent may change.

Ghostfolio

Best for: self-hosting the whole stack, MCP endpoint included, at no cost.

Where it falls short: the endpoint is experimental and off by default, and no client is documented.

The brokers in one line each. Interactive Brokers: the widest market access with drafted orders you submit, and an autonomous mode for eligible accounts. Scalable Capital: four permission levels, every order confirmed on its own. Robinhood: the agent trades only in a separate account it cannot leave. Public: trading across stocks, options, crypto and bonds at no extra cost. Alpaca: an open-source local server for developers, paper trading first. SnapTrade: one read-only view of the brokers you link to it, free. PiTrade: trading with hard caps on what an agent can open. Moneda: an investing app whose agent prepares money moves that you approve with a passkey.

How to choose

Which AI do you already use? For the ChatGPT app or the Claude app, the server has to be hosted — Fortunest, Parqet, Kubera, Aureli, Wallible (Claude) or PDT (Claude). For Claude Code or Codex, a local server such as Wealthfolio's works too.
Where is your money? At one broker with an MCP server of its own, that server sees everything. Across several brokers and exchanges, you need a tracker that holds all of them; check that it imports your brokers before anything else.
Should the agent be allowed to act? Read-only is the safe first connection everywhere. If you want it to change records, look at how each change is approved; if you want it to trade, that is a broker's server, not a tracker's.
Where may the data go? Whatever the agent reads goes to its AI provider. A local server keeps the tracker's data on your machine, but the answer still travels to the model you chose.
Try before you pay. Fortunest's demo endpoint, https://app.fortunest.ai/mcp/demo, connects with no account and no sign-in; Wealthfolio, Ghostfolio and Aureli's Lite plan cost nothing.

How we compared

We took every portfolio app and broker that ChatGPT named, on 9 November 2026, when asked which investment apps have an MCP server for external AI agents, and read each vendor's own documentation, help centre, pricing and repository on that day — not reviews and not other lists. Where a page says nothing about a row, the cell says so. MCP support is changing month by month, so every claim here is dated. We build Fortunest, so we are not neutral; the tables are meant to be checkable rather than impartial, and each product's limit is in its verdict, ours included.

Questions people ask

Which investment portfolio apps have an MCP server for external AI agents?

As of 9 November 2026, eight portfolio trackers document their own MCP server: Fortunest, Wealthfolio, Parqet, Kubera, Wallible, Aureli, Portfolio Dividend Tracker and Ghostfolio, whose endpoint is experimental and self-hosted. trefolio also advertises one, but its site was offline when we checked. Brokers and aggregators with their own MCP server include Interactive Brokers, Scalable Capital, Robinhood, Public, Alpaca, SnapTrade, PiTrade and Moneda. getquin describes none.

Which portfolio trackers work with the ChatGPT app over MCP?

Fortunest, Parqet, Kubera and Aureli document a ChatGPT connection to the hosted portfolio. Fortunest is added as a custom connector with Developer mode, which depends on your ChatGPT plan; Parqet and Kubera have their own app in ChatGPT; Aureli uses Developer mode on the web. Wealthfolio names the ChatGPT desktop app for its local server. Wallible lists ChatGPT as not yet supported.

Which portfolio trackers work with the Claude app?

Fortunest, Parqet, Kubera, Wallible, Aureli and Portfolio Dividend Tracker all document a custom connector in Claude. Free Claude accounts are limited to one custom connector. Wealthfolio's server is local, so its own page says claude.ai and the Claude mobile apps cannot reach it; Claude Code and Claude Desktop's Code tab can.

Can an AI agent trade through a portfolio app's MCP server?

Not through the trackers: none of the eight places orders, and Fortunest, Parqet and Aureli let the agent change only portfolio records or the dashboard. Trading is the brokers' lane. Interactive Brokers drafts orders for you to submit and announced an autonomous mode on 21 October 2026; Scalable Capital asks for a separate confirmation of each order; Robinhood trades only in a separate agentic account; Public, Alpaca and PiTrade can place orders within the permissions you grant.

Is there a free portfolio MCP server?

Yes, several. Wealthfolio is free and open source, Ghostfolio is free to self-host, Aureli includes MCP on its free Lite plan, Parqet allows two integrations on its free Basis plan and SnapTrade needs a free Personal account. Fortunest's demo endpoint at https://app.fortunest.ai/mcp/demo needs no account; your own portfolio at https://app.fortunest.ai/mcp needs Pro, which every new account gets free for 14 days.

Does getquin have an MCP server?

No, not as of 9 November 2026. getquin's site and its getquin AI page describe no MCP server, no Claude or ChatGPT connection and no public API; its AI agents work inside the getquin app. To use your portfolio in Claude or ChatGPT you need a tracker from the table on this page.

Try Fortunest — free, no account Connect ChatGPT or Claude

Sources

Fortunest — the MCP server reference, the assistant manual's External agents section, the 14-day Pro trial and pricing.
Wealthfolio — product site and MCP Server (Agent Access) (9 November 2026).
Parqet — AI integrations, Parqet MCP, connecting Claude and pricing (9 November 2026).
Kubera — product site, AI assistants, part 1, part 2 and Kubera Black (9 November 2026).
Wallible — MCP apps and plans (9 November 2026).
Aureli — product site, connecting to Claude and connecting to ChatGPT (9 November 2026).
Portfolio Dividend Tracker — connect with Claude and plans (9 November 2026).
Ghostfolio — the repository README, section “Model Context Protocol (experimental)”, and its changelog (9 November 2026).
Interactive Brokers — AI integrations, the press releases of 28 July 2026 and 21 October 2026, and connecting Claude and ChatGPT (as indexed, 9 November 2026).
Scalable Capital — Agentic investing and what the Scalable MCP can do (9 November 2026).
Robinhood — Agentic trading overview (9 November 2026).
Public — MCP trading and hosted MCP (9 November 2026).
Alpaca — alpaca-mcp-server and its documentation (9 November 2026).
SnapTrade — MCP server (9 November 2026).
PiTrade — MCP server and connect to ChatGPT (9 November 2026).
Moneda — connect Claude or ChatGPT, plans and its own MCP apps article (9 November 2026).

Signals, analyses and assistant answers in Fortunest are informational — not financial or tax advice. Nothing on this page recommends a broker, a product or a trade.