Allinvestview
Claude connectorCommunityAsk about the portfolios you track in AllInvestView and record trades, dividends and price alerts
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
Rank by trending score
Popularity score
Trending score
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 services745th of 1,227 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 743 |  OverSite | 4,248 | — | 1,056places up |
| 744 | 4,248 | — | 633places up | |
| 745 | 4,170 | — | 522places down | |
| 746 | 4,170 | — | 522places down | |
| 747 | 4,170 | — | 372places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Intuit QuickBooks Labs | 57,784,459 | 13,209 #93 | — |
| 2 | 1,658,113 | 8,969 #276 | 5places up | |
| 3 | 874,651 | 8,366 #317 | — | |
| 4 |  Schwab Advisor Services | 355,610 | 8,916 #278 | — |
| 5 | 283,621 | 6,870 #440 | 0 |
Productivity2,815th of 4,952 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 2813 |  What The Web | 4,248 | — | 454places down |
| 2814 |  Adzviser The Trade Desk | 4,170 | — | 586places down |
| 2815 | 4,170 | — | 522places down | |
| 2816 |  altwin | 4,170 | — | — |
| 2817 |  Artifact Guru | 4,170 | — | 415places up |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 | Intuit QuickBooks Labs | 57,784,459 | 13,209 #289 | — |
| 2 |  Adspirer Social Ads | 30,557,087 | 14,248 #216 | — |
| 3 | 15,667,540 | 15,307 #141 | 1places down | |
| 4 |  Hevy | 1,955,298 | 8,690 #1014 | — |
| 5 | 1,658,113 | 8,969 #954 | 5places up |
Data analytics2,074th of 3,282 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 2072 | 4,248 | — | 633places up | |
| 2073 | Adzviser The Trade Desk | 4,170 | — | 586places down |
| 2074 | 4,170 | — | 522places down | |
| 2075 | 4,170 | — | 522places down | |
| 2076 |  Brika | 4,170 | — | 640places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 | 42,345,503 | 13,242 #116 | 0 | |
| 2 | Adspirer Social Ads | 30,557,087 | 14,248 #67 | — |
| 3 | Hevy | 1,955,298 | 8,690 #672 | — |
| 4 | 714,596 | 7,435 #995 | — | |
| 5 | 502,891 | 7,877 #877 | 10places up |
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 26Show fewer
- list_holding_trades
- list_my_tickets
- rank_single_moves
- reconcile_records
- screen_instruments
- search_holdings
- summarize_fees
- troubleshoot_broker_sync
- 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
- Sponsorship
- Promote this connector