Bywell

Bywell helps self-directed investors in the US and Canada understand what they own. This connector brings your Bywell account into Claude, so you can ask about your own portfolio in plain English.

What you can do:

• Get a rundown of your portfolio in one question: total value, accounts, largest positions and how concentrated you are.
• See your holdings across every brokerage you've linked to Bywell (read-only through SnapTrade), with your allocation by account, currency and market.
• Check and change your watchlists.
• Set earnings reminders and price alerts on any stock, see them, and remove them.
• Keep an investment journal: save notes and theses on a stock, update them, and read them back when the news changes.
• Track savings goals and contribution room for TFSA, RRSP and FHSA (Canada) or IRA, 401(k) and HSA (US).
• Take Bywell's investing course in Claude, lesson by lesson with quick checks, with progress shared with the Bywell app.

Read-only access is available: connect with read-only access and Bywell refuses anything that would change your account. Bywell can't place trades, move money or see your brokerage password.

Bywell gives general information and education, not investment advice, and never tells you to buy or sell.

A free Bywell account is enough to connect. Linking brokerages, alerts on every stock and more watchlists are part of Bywell Pro.