Finawaken Portfolio
Claude connectorCommunitySee your portfolio's money-weighted return, holdings and a comparison with an index fund that received the same deposits and withdrawals, f…
Finawaken Portfolio tracks investment accounts imported from broker CSV exports and compares each portfolio with a benchmark ETF. It replays the user's own deposits and withdrawals into the ETF, on the same dates and for the same amounts, and measures both sides with money-weighted return.
This connector lets Claude read those figures from the user's own account, so answers use numbers Finawaken has already calculated rather than estimates. Typical questions: How has my portfolio done against VWRP this year? Which holdings have moved most? How much of my portfolio is in US tech once my ETFs are looked through? How much have I deposited into my ISA this tax year?
Seven read-only tools: portfolio summary, performance by period, holdings, a single holding's detail, ETF look-through exposure, transaction queries, and the list of available benchmarks.
The connector only reads data. It cannot trade, move money or change the account, and it gives no financial advice. Access uses OAuth: the user signs in to Finawaken and approves the connection, and can disconnect it at any time from Finawaken's Connected apps settings or from Claude.
- Tools
- 7
exposed by this connector
Movement
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In its categories
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Productivity4,194th of 4,685 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 4192 | 1,585 | — | — | |
| 4193 | 1,585 | — | 1,350places down | |
| 4194 | 1,585 | — | — | |
| 4195 |  Flightlog.ai | 1,585 | — | 1,026places down |
| 4196 | 1,585 | — | — |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Adspirer Social Ads | 56,189,368 | 13,885 #235 | — |
| 2 |  Intuit QuickBooks Labs | 21,833,766 | 12,069 #419 | — |
| 3 | 12,346,538 | 15,066 #157 | 0 | |
| 4 | 3,885,694 | 9,246 #865 | — | |
| 5 | 1,120,523 | 8,731 #980 | 17places up |
Financial services1,070th of 1,169 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 1068 | 1,585 | — | 644places down | |
| 1069 | 1,585 | — | — | |
| 1070 | 1,585 | — | — | |
| 1071 | 1,585 | — | 1,026places down | |
| 1072 | 1,585 | — | 1,026places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 | Intuit QuickBooks Labs | 21,833,766 | 12,069 #127 | — |
| 2 | 1,120,523 | 8,731 #282 | 17places up | |
| 3 | 458,132 | 12,705 #107 | 2places up | |
| 4 | 448,719 | 9,295 #245 | 3places up | |
| 5 |  Intuit Developer | 348,009 | 13,338 #86 | 18places down |
Tools
- get_benchmarks
- get_holding_detail
- get_holdings
- get_look_through
- get_performance
- get_portfolio_summary
- query_transactions
- Categories
- Sign-in
- Required
- Connector URL
- https://mcp.portfolio.finawaken.com/
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- October 29, 2026
- More info
- Sponsorship
- Promote this connector