crypto-portfolio-mcpAn MCP server for tracking and managing cryptocurrency portfolio allocations.

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Reviewed by Daniel Nikulshyn·Updated July 2026

Overview

Crypto Portfolio MCP is an MCP server for tracking and managing cryptocurrency portfolio allocations. It enables AI agents to query and optimize portfolio strategies in real-time. The server allows users to add and track cryptocurrency holdings with real-time Binance prices, retrieve current prices for any Binance trading pair, generate visual charts of portfolio value over time, and receive portfolio analysis with diversification and risk suggestions. It uses SQLite for persistent storage of holdings in a local database.

Key features

Portfolio Management
Price Retrieval
Value History
Analysis Prompt
SQLite Storage

Pricing

Model: Free
Category: MCP Servers
Rating: No reviews yet

Use cases

Portfolio Tracking

Track cryptocurrency holdings with real-time Binance prices and generate visual charts of portfolio value over time.

Portfolio Analysis

Receive analysis of your crypto portfolio with diversification and risk suggestions based on current holdings and Binance market trends.

Pros & Cons

Pros

Real-time Binance price tracking
Portfolio analysis with diversification and risk suggestions
Visual charts of portfolio value over time
Persistent storage of holdings in a local SQLite database

Cons

Requires Python 3.10+ and a compatible MCP client
Limited to Binance for price retrieval

Reviews

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Q&A

Where are my portfolio holdings stored, and can I access them outside the MCP server?

Holdings are persisted in a local SQLite database created by the server, so the data remains on your machine and can be accessed with any SQLite client if needed.

Asked by Oscar Lindqvist · May 19, 2026

How do I connect the MCP server to an AI client like Claude Desktop?

Install the server, then register it in Claude Desktop (or another MCP‑compatible client) using the command `python path/to/crypto_portfolio_mcp/main.py`. The client can then send prompts such as “Add 0.1 BTC to my portfolio” or “Show my portfolio value history.”

Asked by Nikolai Petrenko · Apr 3, 2026

Which exchange does the server use for price data, and can it be changed?

The server fetches real‑time prices exclusively from Binance via the CCXT library; there is no built‑in support for other exchanges.

Asked by Daniel Schmidt · Feb 17, 2026

What Python version and dependencies are required to run Crypto Portfolio MCP?

Crypto Portfolio MCP requires Python 3.10 or newer. After cloning the repo, install its dependencies with `pip install mcp[cli] ccxt matplotlib`.

Asked by Tunde Balogun · Feb 12, 2026