taxfolio-mcp

Enables tax-loss harvesting and tax-aware portfolio rebalancing via LLM agents, allowing users to identify selling opportunities and substitute holdings based on return correlation.

→ ajtgjmdjp/taxfolio-mcp · listed on glama

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// key findings

✅

No credential exfiltration, no sensitive file access, no obfuscation

Static analysis found nothing flowing your secrets to unexpected places.

✅

Open source with a license and README

Anyone can audit the code, the license is declared, and the publisher documents what it does.

// full audit trail

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// improvement guidance — verified publishers only

We have 3 concrete improvements we can share with the publisher of this MCP. Each comes with specific guidance to raise the trust score.

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commit: 3c30888967d176adcabd19e6b5591d27b9a76f23

code hash: 01699b83818c975643f5ce494a9678f12e677008a9656283c348d3eb51e465d0

verified: 6/24/2026, 10:18:24 AM

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