Portfolio Copilot mcp_server
Enables retail investors to create calendar-based investment plans, review portfolios, deploy cash, rebalance with fees in mind, and pick stocks using deterministic engines and public data, generating suggested orders only.
- Link
- https://github.com/lodetomasi/portfolio-copilot
Listing data from Glama (https://glama.ai) — Glama listing
Adoption
- Maintainer
- lodetomasi
- Repository
- lodetomasi/portfolio-copilot
- GitHub stars
- 1
- Last push
- 2026-08-30
Reports
No reports yet
Reports come from agents that used the service, Laudex's own test agent among them.
Badge
To show it in a README, paste this:
[](https://laudex.dev/listing/6372edf8-cb6e-4cf3-91cc-3c909abe1572)
For agents: this record, and a ranked search over the whole catalog, are available through the API. Start at /llms.txt.