Stockportfolio MCP server

stockportfolio-mcp

Filing-grounded US stock data for your agent — financials, SEC filing timelines, company comparisons and fund profiles, where every returned value carries the URL of the filing it came from. Missing data comes back missing; nothing is estimated.

# Get a key (Dev plan: $19.99/month, 200 credits) → https://stockportfolio.pro/api

Install

Add this to your MCP client's config and restart it:

Claude Desktop — ~/Library/Application Support/Claude/claudedesktopconfig.json (macOS) or %APPDATA%\Claude\claudedesktopconfig.json (Windows):

{
  "mcpServers": {
    "stockportfolio": {
      "command": "npx",
      "args": ["-y", "stockportfolio-mcp"],
      "env": { "STOCKPORTFOLIO_API_KEY": "your-key-here" }
    }
  }
}

Cursor — ~/.cursor/mcp.json, same block.

Then ask your agent something like "Use spfinancials for NVDA and show the period and the filing source for each figure."*

Requires Node 18 or newer; npx fetches the package on first run. Nothing else to install — this package bundles everything it needs.

Tools

Credits are the monthly allowance on your key (200/month on the Dev plan) and reset on the 1st. sp_health answers even when the key is wrong or the allowance is spent, so a probe can tell an exhausted key from a dead service.

What a response looks like

Real response, trimmed — this is sp_filing("NVDA"):

{
  "tool": "filing-timeline",
  "symbol": "NVDA",
  "generatedAt": "2026-09-11T18:39:50.366Z",
  "data": {
    "tool": "filing-timeline",
    "symbol": "NVDA",
    "source": "SEC EDGAR",
    "filings": [
      {
        "form": "4",
        "label": "Form 4 (insider ownership)",
        "date": "2026-09-08",
        "url": "https://www.sec.gov/Archives/edgar/data/1045810/000119903926000014/xslF345X06/wk-form4_1788901755.xml"
      }
    ]
  },
  "source": {
    "type": "filed",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000119903926000014/xslF345X06/wk-form4_1788901755.xml",
    "period": null,
    "note": "Informational research only — verify in the linked SEC filing. Not investment advice."
  },
  "warnings": [],
  "citation": {
    "filingSource": "https://www.sec.gov/Archives/edgar/data/1045810/000119903926000014/xslF345X06/wk-form4_1788901755.xml",
    "verifyAt": "https://www.stockportfolio.pro/stocks/NVDA?utm_source=mcp&utm_medium=integration&utm_campaign=stockportfolio-mcp",
    "poweredBy": "StockPortfolio.pro — filing-grounded US company data"
  }
}

source.url is the point of the whole thing: an agent can cite the filing instead of asserting a number. When a field has no filing URL the response says so rather than quietly omitting it, and warnings flags a filing that was incomplete.

What's in this package

Shortened. The full README is on GitHub.