Portfolio Tracker by ValuEdge

Portfolio Tracker is a stock portfolio tracker and investment portfolio analysis connector for Claude, powered by ValuEdge. Connect your ValuEdge account to explore your investment portfolios, stocks, ETFs, and holdings through natural-language conversations.

What you can do:

• View portfolio holdings — ask which stocks and ETFs you own and review the positions in your portfolio.
• Understand portfolio allocation — explore how your investments are distributed across holdings and identify larger positions.
• Explore individual stocks and ETFs — examine a position in the context of your overall portfolio.
• Review diversification — ask questions about portfolio composition, concentration, and investment exposure.
• Get clearer portfolio insights — move from a portfolio overview to specific follow-up questions without manually copying holdings into Claude.

Example prompts: “Show my investment portfolio and all holdings.” “Which stocks and ETFs are in my portfolio?” “What are my largest portfolio positions?” “How is my portfolio allocated?” “Help me review my portfolio diversification.”

Designed for investors who want a simpler way to track an investment portfolio with AI, Portfolio Tracker brings portfolio tracking and stock portfolio analysis into Claude. Whether you invest in individual stocks, ETFs, or both, you can explore your holdings, understand your allocation, and make sense of your investment portfolio in a natural conversation.

To get started, connect your ValuEdge account and authorize access. The information available depends on the portfolios and holdings in your ValuEdge account. Portfolio Tracker is intended for portfolio monitoring and research, not personalized investment advice.