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Wealth Management Copilot

6 listingsall of Financial Services →
overviewlistings (6)
Listing typeAll types 6Agents 2MCP servers 4
Price modelPaid 1↳ incl. free tier 1No public price 3All 4▲ most upvotedprice: cheapest ↑
opula_opula logo
@opula_opulaMCP server
Opula turns Claude into your personal wealth analyst. Connect once and track holdings, net worth, cash flow, d…
· free tier · from $10/mo
fenek_portfolio_companion logo
@fenek_portfolio_companionMCP server
Read-only MCP server for Claude Desktop that aggregates portfolio data from Trading 212, Bybit, and crypto wal…
· no public price
dalsaniavidhi_myrsu logo
@dalsaniavidhi_myrsuMCP server
**Concentration & exposure risk analysis for tech workers with RSU compensation.** Ask your AI assistant "I ha…
· no public price
savvly_savvly logo
@savvly_savvlyMCP server
Explore Savvly MCP: retirement projections, eligibility, comparisons, and FAQs for an SEC-registered fund that…
· no public price