How to Monitor Portfolio Value with Claude
Track crypto portfolio value with Claude and ToolRouter. Live portfolio calculations in your terminal.
Tool
Claude provides analytical portfolio monitoring beyond simple valuation. It calculates total holdings, breaks down allocation percentages, identifies which positions drive performance, and asks follow-up questions about your target allocation to flag when rebalancing is needed -- turning a portfolio check into a strategic review.
Connect ToolRouter to Claude
1Go to Settings → Connectors → Add custom connector
2Enter the details below and click Add
Name
ToolRouterURL
https://api.toolrouter.com/mcp3Done — works on Claude chat, desktop, and mobile
Steps
Once connected (see setup above), use the Crypto Prices tool:
- Tell Claude your holdings: "I have 0.5 BTC, 10 ETH, and 500 SOL -- what is my portfolio worth?"
- Claude fetches live prices and calculates the total value with per-token breakdown
- Ask: "Which position has the best 24-hour performance?"
Example Prompt
Try this with Claude using the Crypto Prices tool
Calculate my portfolio value: 0.5 BTC, 10 ETH, 200 LINK, 500 SOL. Show total value and percentage allocation.
Tips
- Save your holdings in a file so Claude can read it each time without retyping
- Ask for allocation percentages to see if your portfolio is balanced
- Run daily to build a simple performance log