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Connect a brokerage account for portfolio queries, order management, and market data.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "DOS Growth MCP Server" yet — see the docs or source repo.
After connecting my brokerage account, summarize my current portfolio holdings, including tickers, quantities, and the main positions in the account.
A portfolio overview listing major tickers, quantities, and overall position information.
List my recent orders and indicate which ones are filled and which are still open.
A recent order list with clear status labels for filled and open orders.
Fetch the latest market data for a few stocks I am watching and provide a brief comparison.
Market data for the requested securities along with a brief comparison summary.
When a user needs a quick view of brokerage holdings, they can ask the AI directly instead of checking the trading interface manually. It is suitable for account overviews and portfolio queries.
When tracking or handling orders, users can query order status and manage orders through natural language. This reduces repeated navigation inside the brokerage system.
When researching securities or monitoring the market, users can have the AI retrieve market data and organize key information. It is useful for basic quote lookups and comparisons.
It connects a brokerage account to an AI assistant so users can query portfolios, manage orders, and access market data with natural language.
Based on the description, you need a brokerage account that can be connected. For supported brokers, authentication methods, or key requirements, see the source repository.
It does more than provide market data: it connects directly to a brokerage account and supports portfolio queries and order management. In other words, it covers both account-level and market-level workflows.
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