Plutus | Investment Adviser

Connect your Plutus account to Claude to understand your investment information in one conversation. Review configured strategy allocations, stock and option holdings, account balances and buying power, historical strategy factors, daily account performance, executed trades, and stored orders. Search Plutus baskets, portfolios, and managed strategies visible to your account, and retrieve supported benchmark factor history.

Plutus uses OAuth to authorize access to your account. Tools respect your account permissions and product visibility. Responses may include timestamps, missing values, and partial-data indicators; available history and product detail depend on your account.

This connector provides read-only investment information. It cannot place or cancel orders, rebalance your portfolio, change allocations, or transfer assets. Some reads refresh stored brokerage snapshots. A Plutus account is required; investor account tools require investor access and the relevant account setup. Portfolio information is not a guarantee of future performance.