com.finawaken/portfolio
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Publisher-provided title
Finawaken Portfolio
Publisher-provided description
Clarity on your investments: performance, holdings, dividends, ETF look-through and transactions.
Summary by lookupd
Lets an agent review investment holdings, performance, dividends, ETF look-through and transaction history.
Install
Claude Code, remote (streamable-http)
claude mcp add --transport http portfolio https://mcp.portfolio.finawaken.com
Codex, remote (streamable-http)
codex mcp add portfolio --url https://mcp.portfolio.finawaken.com
Cursor, remote (streamable-http) → .cursor/mcp.json
{
"mcpServers": {
"portfolio": {
"url": "https://mcp.portfolio.finawaken.com"
}
}
}Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.
Details
- Version: 1.0.1
- Transports: streamable-http
- Uptime (7 days): 100%
- First indexed:
- Last seen in registry:
- Website: https://finawaken.com/blog/ask-claude-about-your-portfolio
Badge for your README
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