Portfolio Tracker by ValuEdge
Portfolio Tracker is a stock portfolio tracker and investment portfolio analysis connector for your AI, powered by ValuEdge.
Connect your ValuEdge account to explore your investment portfolios, stocks, ETFs, and holdings through natural-language conversations. What you can do:
MCP connector
- Server URL
https://valuedge.app/mcp/portfolio- Login
- API key
- Protocol
- MCP 2025-11-25
- Instructions
Portfolio Tracker by ValuEdge lets a verified, signed-in user review and analyze their own investment portfolios and, only after a separate explicit per-OAuth-client ValuEdge opt-in, record, edit, or remove manual portfolio records within their current plan limits. Never place live trades, transfer funds, or alter broker-synchronized positions. Check the exact portfolio and transaction IDs before edits, and require direct user confirmation before destructive changes. Report incomplete prices, FX coverage and risk data honestly. Return the confirmed mutation result, never infer that a write succeeded.
Tools
Reads data3
Changes data2
Deletes or can't be undone2
Skills
None in the store listings or on the server