MCP connectors by ai.fortunest

Fortunest demoA

ai.fortunest

Free demo of Fortunest: a sample multi-broker portfolio your AI can query. No account needed.

Fortunest

ai.fortunest

Connect Claude, ChatGPT, Codex, Claude Code or another MCP client to your real multi-broker investment portfolio. Fortunest tracks stocks, ETFs and crypto across brokers and exchanges; its MCP server lets your agent read holdings, returns, allocation, risk, trades and tax lots, calculated by Fortunest rather than guessed by the model. Reads run on their own; every change waits for your approval in the Fortunest app, and no tool places an order or moves money. Sign-in is OAuth 2.1 and needs Fortunest Pro (14-day trial, no card). A free demo that needs no account is listed as Fortunest demo.