Integrates with Rotki portfolio tracker to provide portfolio overview, prices, transaction history, and analytics through intuitive tools for AI assistants.
Connects AI assistants to the Sharesight portfolio tracking platform via the v3 API for managing investment portfolios and holdings. It enables natural language queries for performance reporting, dividend tracking, and custom investment management.
Enables AI agents to manage and analyze personal investment portfolios, including fund and stock holdings, net value tracking, XIRR calculations, penetration analysis, and backtesting.
Provides AI agents with real-time financial market intelligence including stock quotes, crypto data, technical analysis, and portfolio insights. Enables natural language queries for current prices, technical indicators, asset comparisons, and portfolio analysis.