Finawaken Portfolio

Finawaken Portfolio tracks investment accounts imported from broker CSV exports and compares each portfolio with a benchmark ETF. It replays the user's own deposits and withdrawals into the ETF, on the same dates and for the same amounts, and measures both sides with money-weighted return.

This connector lets Claude read those figures from the user's own account, so answers use numbers Finawaken has already calculated rather than estimates. Typical questions: How has my portfolio done against VWRP this year? Which holdings have moved most? How much of my portfolio is in US tech once my ETFs are looked through? How much have I deposited into my ISA this tax year?

Seven read-only tools: portfolio summary, performance by period, holdings, a single holding's detail, ETF look-through exposure, transaction queries, and the list of available benchmarks.

The connector only reads data. It cannot trade, move money or change the account, and it gives no financial advice. Access uses OAuth: the user signs in to Finawaken and approves the connection, and can disconnect it at any time from Finawaken's Connected apps settings or from Claude.