list_portfolio

MCP tool from Quicken Mac MCP by dweekly

List investment holdings with shares, cost basis, and stored Quicken price quotes.

How to use it

Project documentation lists list_portfolio for the Quicken Mac MCP MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), then check which tools your installed version makes available. Tool availability can depend on configuration and credentials. A server handshake does not verify this tool’s behavior. See the full listing for setup details.

Install Quicken Mac MCP

$claude mcp add quicken -- npx -y quicken-mac-mcp

FULL QUICKEN MAC MCP LISTING

Other tools in Quicken Mac MCP (7)

list_accounts

List all accounts with name, type, and active/closed status. Optional type filter.

list_categories

List all category tags with parent hierarchy. Filter by expense/income.

query_transactions

Query transactions with filters: date range, account types/names, amount range, payee search, category. Returns one row per split entry, with note (transaction-level) and splitnote (per-split) memos.

raw_query

Run arbitrary SELECT queries (500-row limit).

search_payees

Search payees by name with transaction counts.

spending_by_category

Aggregate negative consumer-spending splits by category, excluding transfers and report-excluded rows and preserving (Uncategorized).

spending_over_time

Monthly negative consumer-spending totals with the same exclusions, optionally broken down by category.