Wealthfolio MCP Server

Enables AI-powered portfolio analysis for Wealthfolio, allowing Claude to query and analyze investment holdings, asset allocation, real estate properties, and execute transactions through natural language.

→ datamoc/WFmcp · 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.

// required environment variables

This server reads these from process.env. You'll be asked to provide them before it can run.

configDB_PATH— Note: Set the environment variable before running tests, or create a .env file with your database path.

// full audit trail

The full breakdown of what we checked, the deductions that landed, the network hosts, the dependency advisories, and concrete fix guidance is available to verified publishers.

// improvement guidance — verified publishers only

We have 4 concrete improvements we can share with the publisher of this MCP. Each comes with specific guidance to raise the trust score.

// embed badge in your README

[![M8ven Score](https://m8ven.ai/badge/mcp/datamoc-wfmcp-opfa15)](https://m8ven.ai/mcp/datamoc-wfmcp-opfa15)

commit: 811e011a3a13a81f175a8907da99d1fe00cf6b2c

code hash: 76472eb273a64079e8aaa68b0745e12d03fb7f6b6dc4bfb90039e6766eb43d80

verified: 6/26/2026, 9:45:49 AM

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