Enables comprehensive financial analysis including structured products, portfolio optimization, risk analytics, and backtesting through Claude Desktop integration.
Provides 32 trading analysis tools for AI-powered market analysis, including real-time data, technical indicators, options Greeks, scanners, and Interactive Brokers portfolio management, all accessible via natural language in Claude Desktop.
Enables users to analyze local Excel and CSV files through natural language queries and a web dashboard while keeping data local. It supports saving specific analyses as reusable tools and building a custom analytics toolkit within Claude Desktop.
Enables creating interactive data visualizations from natural language queries using DuckDB for local databases or Databricks for enterprise data warehouses. Supports multiple chart types, CSV imports, SQL queries, and automatic statistical analysis through Claude Desktop.
Provides live commercial real estate data (rates, demographics) and analysis tools (DCF, rent roll parsing, lease abstraction, IC memo generation) within Claude Desktop.