Finawaken Portfolio

Finawaken Portfolio tracks investment accounts imported from broker CSV exports and compares each portfolio with a benchmark ETF.

It replays the user's own deposits and withdrawals into the ETF, on the same dates and for the same amounts, and measures both sides with money-weighted return. This connector lets your AI read those figures from the user's own account, so answers use numbers Finawaken has already calculated rather than estimates.

MCP connector

Server URL: https://mcp.portfolio.finawaken.com/
Login: OAuth

Tools

Reads data7

Skills

None in the store listings. The server needs sign-in, so we could not check it