Evibe Portfolio
Evibe gives you your own private, read-only MCP server. Connect your favorite AI assistant and ask it about your real holdings, performance, dividends and the wider market — in plain language, grounded in your actual numbers. Your private MCP endpoint mcp.evibe.com/u/••• The Model Context Protocol (MCP) is an open standard that lets an AI assistant call external tools to read real data. Evibe ships a hosted MCP server with 19 read-only tools, so an assistant like ChatGPT, Claude or Gemini can look at your live portfolio and the market — and answer questions about them. It is one of the first portfolio MCP servers you can connect to a mainstream AI assistant, and it is neutral across every broker you link.
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Overview
Evibe gives you your own private, read-only MCP server. Connect your favorite AI assistant and ask it about your real holdings, performance, dividends and the wider market — in plain language, grounded in your actual numbers. Your private MCP endpoint mcp.evibe.com/u/••• The Model Context Protocol (MCP) is an open standard that lets an AI assistant call external tools to read real data. Evibe ships a hosted MCP server with 19 read-only tools, so an assistant like ChatGPT, Claude or Gemini can look at your live portfolio and the market — and answer questions about them. It is one of the first portfolio MCP servers you can connect to a mainstream AI assistant, and it is neutral across every broker you link.
Capabilities
- get_portfolio
Portfolio snapshot — Ask for a full overview of any portfolio via `get_portfolio`, including totals, metrics, holdings, and allocation.
- get_portfolio_performance
Performance & risk analysis — Query `get_portfolio_performance` for TWR, CAGR, volatility, beta, Sharpe, Sortino, max drawdown, and concentration.
- get_portfolio_dividends
Dividend tracking — Use `get_portfolio_dividends` to see executed, declared, and estimated dividends with dates and amounts for a given year.
- get_upcoming_events
Upcoming events — Check `get_upcoming_events` for earnings and ex-dividend dates of symbols you hold or watch.
- screen_symbols
Market screening — Screen the market by market cap, P/E, dividend yield, sector, or country with `screen_symbols`.
- get_symbol
Symbol research — Pull identity and grouped fundamentals (valuation, profitability, growth, momentum) for any stock, ETF, or crypto via `get_symbol`.
Installation
https://evibe.com/mcp
Configuration
{
"mcpServers": {
"evibe-portfolio-mcp": {
"url": "https://evibe.com/mcp"
}
}
}Paste into ~/.cursor/mcp.json or .cursor/mcp.json
Tags
- finance
- data-analysis
- crypto
- trading
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