Provides read-only access to a SQL Server investment database, enabling searching symbols, retrieving prices and history, and generating research snapshots.
Enables structured real estate workflows including property search, agent/client management, market intelligence, mortgage calculations, valuation, investment analysis, and document ingestion, with offline-first capabilities and optional live data integrations.
Provides read-only access to curated financial domain knowledge and product data with verified provenance, enabling users to search and retrieve trusted financial information.
Enables read-only access to Interactive Brokers data including contracts, market data, news, fundamentals, and portfolio/account information for LLM workflows and autonomous agents.
Enables read-only access to Addepar portfolio and ownership data for financial reporting, with transparent provenance caveats and compliance-oriented audit logging.