com.finawaken/portfolioother

Finawaken Portfolio

Synced · awaiting check

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

Install

claude mcp add --transport http portfolio https://mcp.portfolio.finawaken.com

Our take

Analyzes investment portfolios across performance, holdings, dividends, transactions, and underlying ETF exposure. It is intended for investors seeking consolidated portfolio insight, but the remote-only listing lacks public maturity signals and handling financial account data warrants careful review of permissions, privacy, and calculation methodology.

reviewed by hand · 2026-10-27

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Verification record

last verified: today
in registry since: 2026-10-26

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