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Allinvestview

Claude connectorCommunity

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

View in Claude directory

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
26

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#4546of 7,29458places down24h527places down7d
#3,143#3,526#3,909#4,292Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Rank by trending score

—not ranked—24h—7d
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Popularity score

4,087024h07d
2,6793,0633,4473,8314,215Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Trending score

——24h—7d
—

In its categories

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

Financial services627th of 990 by popularity · not ranked by trending score
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All 998 Financial services connectors

Productivity2,423rd of 4,005 by popularity · not ranked by trending score
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All 4,049 Productivity connectors

Data analytics1,783rd of 2,740 by popularity · not ranked by trending score
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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
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