Connect your portfolio to Claude, ChatGPT, or Codex to analyze it and make smarter investments.
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Connect brokerage accounts to AI assistants: holdings, orders, asset lookup, and approved trading.
Ask Claude or ChatGPT about your own crypto trading: performance, patterns and behaviour.
Your investing research inside Claude: watchlists, financial ratios, reverse-DCF valuations, investment theses, notes, portfolio, earnings calendar and news for the companies you follow. 70 read and write tools; ask what's on your morning desk, rank a watchlist by ROE, log a trade or save a thesis. OAuth sign-in. Free to start.
Not another dashboard. A wealth analyst for every asset a bank can't sync, inside Claude.
Add one secure layer between your agents and this server.
