Read-only research tools for Robinhood portfolio data
This MCP server provides read-only research tools for Robinhood portfolio data. It exposes 15 tools under the Model Context Protocol, with topics spanning finance, investing, and portfolio data access via MCP.
๐ ๏ธ Key Features
Read-only research tools for Robinhood portfolio data
MCP-compatible server with 15 available tools
Categorized under finance, investing, and portfolio
๐ Use Cases
Researching Robinhood portfolio information
Building finance or investing workflows using MCP tools
Integrating Robinhood-related portfolio data into model-driven systems
โก Developer Benefits
Standard MCP interface for portfolio research tooling
Clear focus on Robinhood portfolio data (read-only)
Topics include mcp, mcp-server, and model-context-protocol for discoverability
This demo uses simulated account data and a generic assistant interface. It shows read-only research workflows only; it does not show real credentials, real holdings, professional advice, or trade execution.
What Can You Do With This?
Once connected, you can have natural conversations with Claude about your portfolio:
Portfolio Health Check
"Give me a health check on my portfolio. What's my total value, sector concentration, and any positions that are significantly up or down?"
Claude will pull your positions, calculate sector exposure, identify your best and worst performers, and flag any concentration risks.
Research Before Buying
"I'm thinking about adding to my NVDA position. Show me the fundamentals, recent news, analyst ratings, and how it's performed over the past year."
Get comprehensive research combining price history, P/E ratios, earnings dates, and analyst sentiment in one response.
Compare Investments
"Compare the cruise lines in my portfolio - show me CCL, RCL, and NCLH side by side with their P/E ratios, market caps, and year-to-date performance."
Quickly evaluate similar holdings to identify relative value.
Dividend Analysis
"What dividends have I received this year? Which of my holdings pay dividends and what are their yields?"
Track your passive income and identify dividend opportunities in your portfolio.
Risk Assessment
"What's my exposure to the energy sector? How concentrated am I in my top 5 holdings?"
Analyze sector concentration and identify positions that might be overweight.
Earnings Calendar
"Which of my holdings have earnings coming up in the next two weeks?"
Stay ahead of earnings volatility with a personalized calendar.
Performance Attribution
"Break down my portfolio returns. What's driving my gains and losses?"
Understand which positions are contributing most to your performance.
Trade History
"Show me my HIMS order history - every buy and sell with prices and dates."
Review the executed orders behind your positions, with per-fill detail useful for cost-basis and tax research.
Watchlist Research
"Pull quotes and fundamentals for everything in my watchlist. Which ones look interesting right now?"
Bulk research stocks you're tracking.
Installation
bash
pip install robinhood-mcp
Or run directly with uvx:
bash
uvx robinhood-mcp
Configuration
Environment Variables
bash
export ROBINHOOD_USERNAME="your_email"export ROBINHOOD_PASSWORD="your_password"export ROBINHOOD_TOTP_SECRET="your_2fa_secret"# if your account exposes TOTP (see below)export ROBINHOOD_APPROVAL_TIMEOUT="60"# optional โ seconds to wait for push approval
For Claude Desktop and other headless deployments, you have two paths:
TOTP, if your account exposes it. Set ROBINHOOD_TOTP_SECRET to the
base32 authenticator-app secret (found at Account โ Security โ Two-Factor
Authentication in the Robinhood mobile app or at robinhood.com). Login is
fast, non-interactive, and survives restarts.
Push approval, otherwise. Leave ROBINHOOD_TOTP_SECRET unset. The
first tool call after a restart triggers a push notification in the
Robinhood mobile app โ tap "Approve" within ROBINHOOD_APPROVAL_TIMEOUT
seconds (default 60). After that one approval, the session is cached in
~/.tokens/robinhood.pickle and reused for days/weeks, with no further
interaction until natural expiry.
Newer Robinhood accounts that use passkeys or biometric login as their primary
2FA may not surface a TOTP option in either the iOS app or web settings โ
push approval works fine for these accounts.
After an authentication failure the server caches the error for ~5 minutes so
subsequent tool calls fail fast instead of re-blocking the MCP server while
re-attempting the full login flow. Restart Claude Desktop to retry sooner.
Claude Desktop
Add to ~/Library/Application Support/Claude/claude_desktop_config.json:
If your account has TOTP enrollment available, add
"ROBINHOOD_TOTP_SECRET": "your_2fa_secret" to the env block above.
Claude Code
bash
claude mcp add robinhood -- uvx robinhood-mcp
Available Tools
Tool
Description
robinhood_get_accounts
Account numbers for available Robinhood accounts
robinhood_get_portfolio
Portfolio value, equity, buying power, day change
robinhood_get_positions
All holdings with cost basis, current value, P&L
robinhood_get_position
One holding by ticker with quantity, value, and P&L
robinhood_get_watchlist
Stocks in your watchlists
robinhood_get_quote
Real-time price, bid/ask, volume
robinhood_get_fundamentals
P/E ratio, market cap, dividend yield, 52-week range
robinhood_get_historicals
OHLCV price history (day/week/month/year)
robinhood_get_news
Recent news articles for a symbol
robinhood_get_earnings
Earnings dates, EPS estimates, actuals
robinhood_get_ratings
Analyst buy/hold/sell ratings
robinhood_get_dividends
Dividend payment history
robinhood_get_options_positions
Current options positions
robinhood_get_order_history
Order history (buys/sells) with per-fill detail
robinhood_search_symbols
Search stocks by name or ticker
Account Selection
If your Robinhood login has multiple accounts, call robinhood_get_accounts
first and pass the returned account_number to account-scoped tools. Omit
account_number to use Robinhood's default account.
Tools with optional account_number support:
robinhood_get_portfolio
robinhood_get_positions
robinhood_get_position
robinhood_get_dividends
robinhood_get_options_positions
robinhood_get_order_history
Example Conversations
Simple queries:
"What's my portfolio worth right now?"
"Show me my top 5 holdings by value"
"Do I already own HIMS, and what's my current position?"
"List my Robinhood accounts, then show positions for my IRA account."
"Get me a quote for AAPL"
For single-symbol portfolio questions, prefer robinhood_get_position over
robinhood_get_positions. The single-symbol tool avoids rebuilding every
holding and is much faster for questions like "Should I add more HIMS?"
Analysis requests:
"Compare the fundamentals of GOOGL vs META"
"Which of my stocks are trading below their 52-week average?"
"Show me the price chart for TSLA over the past year"
"What's my best performing stock? What's my worst?"
Research workflows:
"I want to understand the cruise line industry. Pull data on CCL, RCL, and NCLH - compare their fundamentals and recent performance."
"Find stocks in my portfolio with a P/E under 15 and positive earnings growth"
"I'm down big on a few positions. Show me the fundamentals and news for my worst performers to help me decide if I should hold or cut losses."
Limitations
Read-only: Cannot place trades, modify watchlists, or change account settings
Unofficial API: Robinhood may change their API at any time, breaking functionality
No real-time streaming: Quotes are point-in-time, not live feeds
Session expiry: You may need to re-authenticate periodically
Rate limits: Heavy usage may trigger Robinhood's rate limiting
Security Notes
Credentials are only used locally to authenticate with Robinhood
Session tokens are cached in ~/.tokens/robinhood.pickle by robin_stocks
Never commit your .env file or expose credentials
This tool cannot execute trades - it's read-only by design
Development
bash
git clone https://github.com/verygoodplugins/robinhood-mcp.git
cd robinhood-mcp
pip install -e ".[dev]"# Lint
ruff check . && ruff format --check .
# Test
pytest
# Run locally
robinhood-mcp
Troubleshooting
"Not logged in" errors:
Verify your username and password are correct
If you have 2FA with an authenticator app, you need ROBINHOOD_TOTP_SECRET
Try logging in through the Robinhood app to ensure your account isn't locked
Tool calls hang briefly then fail with "Login returned empty result": no
cached session and no ROBINHOOD_TOTP_SECRET, so the server is waiting for
you to approve a push notification in the Robinhood mobile app. Tap
"Approve" within ROBINHOOD_APPROVAL_TIMEOUT seconds (default 60) and call
the tool again โ the session pickle is now cached and subsequent calls won't
prompt. If TOTP is available on your account, adding ROBINHOOD_TOTP_SECRET
removes the prompt entirely. After a failure the server caches the error for
~5 min; restart Claude Desktop to retry sooner.
"Non-base32 digit found" error:
Your TOTP secret contains invalid characters
The secret should only contain letters A-Z and digits 2-7
If you don't use an authenticator app, remove ROBINHOOD_TOTP_SECRET entirely
Rate limiting:
robin_stocks doesn't have built-in rate limiting
If you hit rate limits, wait a few minutes before retrying
License
MIT
Disclaimer
This tool is for educational and research purposes only. It uses unofficial APIs that may break at any time. The authors are not responsible for any account restrictions, data inaccuracies, or financial losses.
This project is not affiliated with, endorsed by, or connected to Robinhood Markets, Inc.
Automation Examples
Daily Portfolio Review with Claude Code
Set up a cron job to get a daily portfolio briefing:
bash
# ~/.claude/commands/portfolio-review.md
---
description: "Daily portfolio health check"
---
Using the robinhood MCP tools:
1. Get my current portfolio value and day change
2. Identify my top 3 gainers and top 3 losers today
3. Flag any positions that are down more than 20% from cost basis
4. Check if any holdings have earnings in the next 7 days
5. Give me a 2-3 sentence summary I can read with my morning coffee
Run it daily:
bash
# Add to crontab -e
0 7 * * 1-5 cd ~/Projects && claude -p "/portfolio-review" --dangerously-skip-permissions >> ~/portfolio-reports/$(date +\%Y-\%m-\%d).md
Weekly Research Digest
bash
# ~/.claude/commands/weekly-research.md
---
description: "Weekly deep dive on portfolio"
---
For each of my top 10 holdings by value:
1. Pull current fundamentals and compare to sector averages
2. Get recent news and analyst rating changes
3. Flag any significant changes from last week
4. Identify 2-3 stocks from my watchlist that might be worth adding
Format as a markdown report I can review on the weekend.