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Allinvestview

Claude connectorCommunity

Ask about the portfolios you track in AllInvestView and record trades, dividends and price alerts

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Tools
26

exposed by this connector

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#3476of 4,137—24h—7d

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Popularity score

2,807—24h—7d

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Trending score

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Financial services446th of 523 by popularity · not ranked by trending score
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Productivity1,855th of 2,254 by popularity · not ranked by trending score
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Data analytics1,321st of 1,553 by popularity · not ranked by trending score
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Connect Claude to the portfolios you track in AllInvestView, whether they sync from your brokers or you enter trades by hand. Ask about holdings, cost basis, performance, dividends, options, bonds, fees, risk and realized gains, and get answers from the same numbers you see in the app. You can also record or correct trades, book dividends, set price alerts and change portfolio settings. Changes apply right away and you can undo them from the chat.

AllInvestView is a portfolio tracker. It doesn't hold your money, place orders with your broker or move funds, and a whole portfolio can only be deleted in the AllInvestView app.

For investors who already track their portfolios in AllInvestView.

Tools

  • analyze_candidate_funds
  • ask_allinvestview
  • check_portfolio_health
  • get_account_status
  • get_dividend_summary
  • get_dividends
  • get_earnings_recaps
  • get_help_article
  • get_market_data
  • get_market_news
  • get_performance
  • get_portfolio_digest
  • get_portfolio_insights
  • get_portfolio_risk_analytics
  • get_portfolio_snapshot
  • get_report_links
  • get_tax_summary
  • get_upcoming_dividends
Show all 26
  • list_holding_trades
  • list_my_tickets
  • rank_single_moves
  • reconcile_records
  • screen_instruments
  • search_holdings
  • summarize_fees
  • troubleshoot_broker_sync
Categories
Made by
AllInvestview Technologies S.L · Website
Sign-in
Required
Connector URL
https://www.allinvestview.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 3, 2026
More info