Portfolio accounting & wealth platforms
Wealthfolio MCP Server
Published by Wealthfolio
Built-in MCP server in the Wealthfolio portfolio tracker, exposing holdings and performance via scoped, revocable tokens.
Local
API key
Vendor
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Assets under management
Drives: AUM Percentage
Expected annual growth
Drives: Discounted Cash Flow
What you approve
- 1.Enable the MCP server inside Wealthfolio.
- 2.Issue a scoped access token — revoke it when the valuation is done.
How your agent connects it
- 1.Point your assistant at the local Wealthfolio MCP server with that token.
- 2.Ask the agent for total portfolio value and trailing growth.
Figures, not records
Your agent reads Wealthfolio MCP Server directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.