Investminder

Investminder lets Claude do real investment research: screen stocks and ETFs, check the numbers behind them, build a strategy, backtest it against market history and track your portfolio. Available on every plan, including the free one.

What you can ask Claude:

• Find ideas: "Find profitable European companies that still look cheap."
• Check a stock: "Is Nvidia in a strong trend or has it run too far?"
• Check diversification: "How correlated are the S&P 500, gold and US Treasuries? Am I really diversified?"
• Track your portfolio: "Connect my brokerage account and show my positions."
• Go end to end: "Take the top 10 from that screen, build an equal-weight portfolio and backtest it since 2018."

What's inside:

• Research: search by name, ticker or ISIN, screen on profitability, valuation, growth, momentum and technical indicators, compare up to 20 assets in a correlation matrix, and pull price history, financials, dividends and valuation multiples.
• Strategies: start from a ready-made strategy or build your own with buy and sell rules (RSI, moving averages, MACD, momentum), contributions, withdrawals and fees.
• Backtests: test over any period against a benchmark, with returns, holdings and every transaction.
• Portfolios: create a manual portfolio and record trades and cash, or sync a bank or brokerage account. Review positions, cash and transactions.
• Sync: everything you create in Claude shows up in the web app, and saved screeners can be replayed from Claude.

Getting started: add the connector, sign in and say "Get started with Investminder" for a guided tour. No account yet? Claude creates a free one in the conversation, after confirming your country and currency.

🔒 Claude can read market data and your saved work, manage strategy drafts, run backtests and record trades and cash in manual portfolios. Bank and brokerage connections are authorized with the provider, so Claude never sees your credentials. It never places trades and never moves money.