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Pearler

Claude connectorCommunity

Long term investing made easy

View in Claude directory

Connect Claude to your Pearler account to bring your investing data into conversation. Ask about your cash balance, review your ASX and US share holdings across accounts, or search Pearler's investable universe by ticker or name - all without switching to the app.

Pearler is an Australian investing platform built for long-term, buy-and-hold investors, offering CHESS-sponsored ASX shares, ETFs, and US share access.

This connector is read-only: it retrieves your account data so Claude can help you understand and think through your portfolio. It does not place trades or move money.

Tools
8

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#2380of 8,95335places down24h120places down7d
#1,821#1,974#2,127#2,280Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Rank by trending score

#2055of 3,551110places down24h115places down7d
#1,480#1,664#1,848#2,032Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Popularity score

7,913+1224h+1787d
7,1397,3517,5637,775Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Trending score

14,944−42024h+8437d
8,18312,63417,08521,536Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

In its category

How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Financial services357th of 1,227 by popularity · 338th of 531 by trending score
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All 1,250 Financial services connectors

Tools

  • getAssets
  • getBalance
  • getHoldings
  • getEligibleTradingAccounts
  • getAccountSummary
  • getAutomations
  • getOrderLink
  • getAutomateLink
Categories
Made by
Pearler · Website
Sign-in
Required
Connector URL
https://pearler.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Handles
  • financial records
Acts on
Finances
Everyday life
Money
Added
July 16, 2026
More info
Sponsorship
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