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

list_portfolio is exposed by the Quicken Mac MCP MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), and the list_portfolio tool becomes available to the model automatically. See the full listing for setup details and every tool this server provides.

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.