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Public Holdings

Claude connectorPartner — verified

View your Public portfolio, market data and preflight trades

View in Claude directory

Bring your Public investment portfolio directly into Claude. With this connector, you can check your holdings, research assets, and preflight trades across equities, options, bonds, and crypto—all from inside Claude. There are no commissions, and you can earn rebates on every stock and ETF options contract you trade. Bypass the friction of switching apps, and execute your entire investing strategy with simple prompts in plain English.

Tools
35

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#1334of 8,48714places up24h—7d
#1,333#1,339#1,345#1,351Oct 4Oct 10Oct 16Oct 22Oct 28Nov 2

Rank by trending score

#1279of 3,4496places up24h—7d
#1,260#1,267#1,274#1,281Oct 4Oct 10Oct 16Oct 22Oct 28Nov 2

Popularity score

10,070+5224h—7d
9,9609,99010,02010,05010,080Oct 4Oct 10Oct 16Oct 22Oct 28Nov 2

Trending score

21,088+26624h—7d
20,79620,87620,95621,036Oct 4Oct 10Oct 16Oct 22Oct 28Nov 2

In its category

How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Financial services210th of 1,169 by popularity · 201st of 509 by trending score
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All 1,180 Financial services connectors

Also on other marketplaces

Tools

  • check_setup
  • get_accounts
  • get_all_instruments
  • get_bond_details
  • get_current_event
  • get_event_categories
  • get_event_contract_bars
  • get_event_details
  • get_event_summary
  • get_history
  • get_instrument
  • get_option_chain
  • get_option_expirations
  • get_option_greek
  • get_option_greeks
  • get_order
  • get_orders
  • get_portfolio
Show all 35
  • get_price_history
  • get_quotes
  • get_strategy_quote
  • get_tax_lots
  • get_tax_lots_csv
  • get_tax_lots_for_symbol
  • preflight_buy_event_contract
  • preflight_call_credit_spread
  • preflight_call_debit_spread
  • preflight_multileg_order
  • preflight_order
  • preflight_put_credit_spread
  • preflight_put_debit_spread
  • preflight_short_order
  • search_bonds
  • search_orders
  • wait_for_settlement
Categories
Made by
Public.com · Website
Sign-in
Required
Connector URL
https://mcp.public.com/read-only/mcp
Transport
Streamable HTTP
Permissions
This connector can: View your Public.com accounts, including account type and status View your holdings, cash balances, buying power, and account value View your cost basis and tax lots, including unrealized gains and losses View your order history, open orders, and transaction activity (trades, dividends, deposits, withdrawals, splits) View real-time quotes, price history, and instrument details for stocks, options, crypto, indexes, bonds, and treasuries View option chains, expirations, and Greeks Calculate estimated costs, fees, and buying power impact for a hypothetical trade This connector cannot: Place, modify, or cancel orders Move money into or out of your accounts Change any account setting
Works with
Claude, Claude API, Claude Code, Claude Desktop
Handles
  • financial records
  • investment holdings
  • account balances
  • transaction history
  • tax information
Added
August 11, 2026
More info
Sponsorship
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