# Wealth Management MCP

> Use this tool when you need to analyze and optimize investment portfolios, or simulate trades while adhering to organizational rules and limits. It provides a single interface for portfolio health analysis, rebalance simulations, and trade execution, leveraging MongoDB for data management. Ideal for AI agents managing investment portfolios, it streamlines portfolio optimization and trade execution while ensuring compliance with governing rules and rate limits.

Canonical page: https://skillsregistry.net/skills/babuvenky76-nitrostack-wealth-management-mcp  
JSON: https://api.skillsregistry.net/v1/skills/babuvenky76-nitrostack-wealth-management-mcp

## Description

Provides specialized tools for portfolio health analysis, rebalance simulations, and trade execution via a single interface powered by MongoDB. It enables AI agents to manage investment portfolios while adhering to organizational governing rules, clearance guards, and rate limits.

## Trust

- **Trust score (0–1):** 0.69
- **Verification tier:** scanned
- **Last scanned:** 2026-09-02

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** database
- **Updated:** 2026-09-02

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/sp3l07bq9l)
- **Repository:** <https://github.com/babuvenky76/nitrostack-wealth-management-mcp>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "babuvenky76-nitrostack-wealth-management-mcp"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/babuvenky76-nitrostack-wealth-management-mcp` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/babuvenky76-nitrostack-wealth-management-mcp/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt