Most of the time, you don't need a new report — you just need a question answered.
Concentration here, dividend income there, performance somewhere else — answering one real question means digging through several views.
You can't ask a spreadsheet a follow-up question. Every new angle means rebuilding the analysis from scratch.
Most of what you want to know doesn't need a paid consultation — it needs someone to read the numbers and explain them.
Connect Claude or any MCP-compatible AI assistant
Ask questions about your portfolio in plain language
Analyst-style breakdowns: allocation, concentration, performance
Strictly read-only — it can never move money or place trades
Works from the same live data already in your dashboard
Instead of digging through charts and reports yourself, connect an MCP-compatible AI assistant and just ask: "what's dragging down my returns this year?" or "how concentrated am I in tech?". It answers using your actual holdings and transactions, not generic advice.
This uses the same MCP standard that's connecting AI assistants to all kinds of tools — Portfellow is one of the data sources it can read from, with your explicit permission.
Your dashboard already calculates performance, concentration, allocation, and dividend income. An AI assistant connected over MCP can pull all of that together into a written analysis — the kind of narrative summary a junior analyst might hand you, grounded entirely in your own data.
Ask follow-up questions the way you would in a conversation — "compare that to last year" or "what would this look like without my largest position?" — instead of re-running reports by hand.
The connection only grants read access to your portfolio data. It can never initiate a transaction, move funds, place a trade, or alter any asset in your account — under any circumstance.
You stay fully in control: you decide what's connected, and you can revoke access at any time.
Enable the Portfellow MCP connection and link it to Claude or another MCP-compatible AI assistant.
Ask about your portfolio in plain language — no exports, no formulas, no dashboards to dig through.
Your assistant reads your live data and responds with an analysis based on your actual numbers, not generic advice.
Wants a second pair of eyes on their portfolio without paying for an advisor or building the analysis by hand.
Tracks a serious, multi-account portfolio and wants a fast answer instead of digging through every report.