WisdenWealth
WisdenWealth Personal Dashboard
This listing identifies a third-party MCP server. MCPBundles is not affiliated with, sponsored by, or endorsed by the service or its operator unless stated on this page.
https://wisdenwealth.com/https://mcp.wisdenwealth.com/This server may ask you to sign in when your AI client connects.
Last probed Nov 3, 2026 · mcp.wisdenwealth.com
4tools discovered
Get Portfolio Accounts
Retrieve all portfolio accounts for the user
Get Holdings
Retrieve portfolio holdings, optionally filtered by account
Get Tax Lots
Retrieve tax lot information for the user's portfolio
Get Tlh Opportunities
Analyze portfolio for tax loss harvesting opportunities
Schemas and invoke metadata: Directory API
Get your MCP into directories
A working endpoint is step one. Directory coverage is the coordinated launch across ChatGPT, Claude, Cursor, the MCP Registry, and community indexes.
Directory coverage for brandsWisdenWealth Personal Dashboard
Use the MCP endpoint listed on this page in your MCP client configuration. One-click install pills support Claude, Cursor, VS Code, and other hosts. Copy the remote MCP URL if your client needs a manual entry.
Request removal if you do not want WisdenWealth listed here, or claim the listing if you want to manage it on MCPBundles.
This server appears in the MCPBundles directory. Verify you operate it to take over the listing — name, description, logo, contact email, and skill content. We email a 6-digit code to a maintainer address your server publishes in /.well-known/security.txt or /.well-known/mcpbundles.json. Free, takes about a minute.
MCPBundles publishes this directory for MCP discovery. Except where we host or operate an offering, third-party services run under their own terms. Product and company names on this page are used in a descriptive, identifying way (including under nominative fair use where applicable); they remain the property of their owners. Nothing here grants you rights in those marks, and nothing here is an offer to sell a third party's services. Terms · Request removal
Other MCP servers in this category from the directory index
MCPBundles probed 4 tools on the live server. The tool list on this page reflects what was discovered at the last refresh — connect your client to see the full set available to your session.
WisdenWealth may require signing in to the provider before tools can run. Connect through MCPBundles or your MCP client and complete any provider login when prompted.
Request removal from the MCPBundles directory. We stop publishing this listing on mcpbundles.com.
MCPBundles is an independent platform built on the open Model Context Protocol standard. MCPBundles is not affiliated with, sponsored by, or endorsed by Anthropic PBC.