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porticific

Claude connectorCommunity

A portfolio journal that remembers why you bought: holdings, buy theses, daily analysis and prices, readable and editable from Claude.

View in Claude directory

porticific is a personal portfolio journal. It keeps your holdings and trade ledger, the buy thesis behind each position (split into falsifiable claims that are re-checked over time), a watchlist, upcoming earnings and events, cash, DCA plans, and daily and weekly analysis notes.

Connect it to Claude to ask things like "summarize my portfolio", "show the thesis and claim status for NVDA", "which holdings have earnings this week?", or "record that I bought 10 AAPL at 190 today". Claude can also write analysis notes back for you with analysis_context and save_analysis, on your own Claude plan.

It records trades you made elsewhere; it does not place orders or move money. Write actions change only your own records, and tools that delete or overwrite data are marked destructive so Claude asks first. Nothing here is investment advice, and prices may be delayed or inaccurate.

Tools
48

exposed by this connector

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#7,879#8,009#8,139#8,269Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

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1,000Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

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In its categories

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

Productivity4,791st of 4,952 by popularity · not ranked by trending score
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Data analytics3,219th of 3,282 by popularity · not ranked by trending score
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Financial services1,199th of 1,227 by popularity · not ranked by trending score
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Tools

  • add_thesis_claims
  • analysis_context
  • correct_holding
  • delete_cash_event
  • delete_thesis_claim
  • get_analysis
  • get_cash
  • get_investment_profile
  • get_notification_settings
  • get_portfolio_analysis
  • get_prices
  • get_stock
  • get_thesis_checks
  • get_weekly_analysis
  • list_dca_plans
  • list_holdings
  • list_thesis_claims
  • list_trades
Show all 48
  • list_watchlist
  • portfolio_summary
  • propose_thesis_claims
  • record_buy
  • record_cash_event
  • record_price
  • record_sell
  • remove_from_watchlist
  • report
  • run_daily_analysis
  • run_thesis_check
  • save_analysis
  • save_earnings_result
  • save_portfolio_analysis
  • save_thesis_check
  • save_weekly_analysis
  • send_alerts
  • set_cash_balance
  • set_dca_plan
  • set_investment_profile
  • set_notification_settings
  • set_tags
  • set_thesis
  • stop_dca_plan
  • sync_dca
  • thesis_review_context
  • upcoming_events
  • update_thesis_claim
  • upsert_watchlist
  • weekly_context
Categories
Made by
jin-codes · Website
Sign-in
Required
Connector URL
https://porticific.vercel.app/api/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 18, 2026
More info
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