Investminder

Investminder lets Claude do real investment research for you: screen stocks and ETFs, check the numbers behind them, then build a strategy and backtest it against market history. 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 right now, or has it run too far? Show me the drawdown over 6 months."
• Check diversification: "How correlated are the S&P 500, gold and US Treasury bonds? Am I really diversified?"
• 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, and compare up to 20 assets in a correlation matrix. Pull price history, financial statements, 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), regular contributions and withdrawals, and fees.
• Backtests: test over any period against a benchmark and review returns, holdings and every transaction.
• Sync: strategies and backtests created in Claude show up in the Investminder web app, and your saved screeners can be replayed from Claude.

Also in the web app: track your portfolio, entered manually or synced from your bank or brokerage account.

Getting started: add the connector and sign in. No Investminder account yet? Claude creates a free one for you right in the conversation, after confirming your country and currency.

🔒 Claude can read market data and your saved work, create, edit and delete strategy drafts, and run backtests. It never places trades and never moves money.