Unified Portfolio Management Platform for Families and Investors
Choose the platform that best fits your investment needs
Family Portfolio Management
Centralized portfolio tracking designed for families. Manage multiple family members' investments, track asset allocation, and generate comprehensive financial reports—all in one secure platform.
Unified Investment Management
Comprehensive asset and liability tracking with an interactive dashboard. Manage diverse asset types including equities, real estate, gold, mutual funds, cryptocurrencies, and more.
Real-time portfolio analytics, performance tracking, and comprehensive reporting tools to monitor your investments.
Enterprise-grade security with encrypted connections and secure API integrations for your peace of mind.
Automatic synchronization with trading platforms and real-time data updates for accurate portfolio tracking.
Access your portfolio from any device. Fully responsive interfaces that work seamlessly on desktop, tablet, and mobile.
Track diverse asset types: stocks, mutual funds, real estate, gold, cryptocurrencies, bonds, and more.
Single JAR deployment with integrated frontend and backend. Perfect for server environments and cloud deployment.
AI-Powered Portfolio Management Integration
The FamVest MCP Server enables seamless integration with AI assistants and applications through the Model Context Protocol. Connect your AI tools to FamVest for intelligent portfolio analysis and automated investment management with enterprise-grade security and reliability.
Whether you're building intelligent trading assistants, portfolio analysis tools, or AI-powered investment applications, the FamVest MCP Server provides a secure, standardized gateway to access your investment data and manage your portfolio programmatically.
{
"mcpServers": {
"famvest": {
"command": "npx",
"args": [
"mcp-remote",
"https://mcp.trade.famvest.online/mcp"
]
}
}
}