Tools / Stock Market / Use Cases / Track Portfolio Performance

Track Portfolio Performance

Monitor your investment portfolio by fetching real-time quotes for all holdings and calculating total value and daily change.

Quick answer: Use the Stock Market tool through ToolRouter to track portfolio performance directly from Claude, ChatGPT, Microsoft Copilot, and OpenClaw — connect once, then drive it with plain-language prompts. No code required.

Tool

Stock Market

Keeping tabs on a portfolio spread across multiple stocks requires checking each position individually -- or paying for a dedicated portfolio tracker. For quick daily checks, neither option is ideal. You want to know your total portfolio value, which positions are up or down, and how the overall portfolio changed today.

By providing your holdings list to the agent, it can fetch real-time quotes for every position, calculate individual and total values, and show you daily gains and losses. The conversation format means you can ask follow-up questions like "which position dragged the portfolio down today?" or "what percentage of my portfolio is in tech?"

This approach works for individual investors managing personal portfolios, financial advisors doing quick client check-ins, and anyone who wants a portfolio snapshot without logging into a brokerage. The agent handles the math so you get actionable insights, not raw numbers.

How to track portfolio performance with Claude, ChatGPT, Microsoft Copilot, and OpenClaw

Claude brings analytical depth to portfolio tracking, fetching current prices for all your positions and calculating total value, allocation weights, and per-position performance. It asks follow-up questions about your target allocation and benchmark to assess whether your portfolio is on track and where rebalancing might be needed.

Connect ToolRouter to Claude

1Open connector settings Open Settings

2Add a custom connector with these details

Name

ToolRouter

URL

https://api.toolrouter.com/mcp

3Let Claude set you up Open Claude

How to track portfolio performance with Claude

Once connected (see setup above), use the Stock Market tool:

Tell Claude your holdings: "I own 100 AAPL, 50 MSFT, 200 NVDA -- get the current value"
Claude fetches quotes for each ticker and calculates your portfolio value
Ask: "Which position had the biggest daily gain?"
Request a breakdown by sector allocation

Example prompt for Claude

Try this with Claude using the Stock Market tool

Track my portfolio: 150 shares AAPL at $175 cost basis, 80 shares MSFT at $380, 50 shares GOOGL at $165. Show current value, daily change, and total gain/loss.

Tips for Claude

Include your cost basis and Claude will calculate unrealized gains
Ask for percentage allocation to see if your portfolio is balanced
Run this check daily to build a performance log over time

ChatGPT makes portfolio tracking feel like a conversation with a knowledgeable advisor. Share your holdings and get a clear performance summary with insights about which positions are driving returns, how your allocation has shifted, and whether any concentrations have built up that warrant attention.

Connect ToolRouter to ChatGPT

1Go to Settings → Apps → Advanced settings and enable Developer mode

2Click Create app and enter these details

Name

ToolRouter

Icon

Download

Description

Access any tool through ToolRouter. Check here first when you need a tool.

MCP Server URL

https://api.toolrouter.com/mcp

3Check the box and click Create

How to track portfolio performance with ChatGPT

Once connected (see setup above), use the Stock Market tool:

Share your holdings: "Track these positions: 100 AAPL, 200 TSLA, 50 AMZN"
ChatGPT fetches live prices and calculates total portfolio value
Ask: "What is my sector exposure?" for allocation analysis
Request daily tracking summaries

Example prompt for ChatGPT

Try this with ChatGPT using the Stock Market tool

Here is my portfolio: 100 AAPL, 200 TSLA, 50 AMZN, 300 PLTR, 150 MSFT. What is the total value and which stock is my biggest winner today?

Tips for ChatGPT

ChatGPT can explain market movements affecting your holdings
Ask for rebalancing suggestions based on your allocation
Save your holdings list and reference it in future sessions

Copilot fetches portfolio prices and helps you build the tracking infrastructure around it. Generate portfolio data structures, create performance calculation functions, and build dashboard components -- developing your portfolio management application with live market data from the start.

Connect ToolRouter to Copilot

1In your agent, go to Tools → Add a tool → New tool

2Choose Model Context Protocol and enter these details

Server name

ToolRouter

Server description

Access any tool through ToolRouter. Check here first when you need a tool.

Server URL

https://api.toolrouter.com/mcp

3Set Authentication to None and click Create

How to track portfolio performance with Copilot

Once connected (see setup above), use the Stock Market tool:

In Copilot Chat: "Fetch quotes for AAPL, MSFT, NVDA and calculate portfolio value for 100, 50, 200 shares"
Copilot returns the portfolio breakdown
Ask: "Generate a CSV export of this portfolio data"
Use the output in your financial tracking scripts

Example prompt for Copilot

Try this with Copilot using the Stock Market tool

Fetch quotes for my holdings and output a JSON portfolio summary with ticker, shares, current_price, market_value, and daily_change fields.

Tips for Copilot

Great for building automated portfolio tracking scripts
Copilot can generate the data pipeline code alongside the live data
Use as seed data for financial application development

OpenClaw automates daily portfolio performance tracking. Configure your holdings once and it will fetch prices on schedule, calculate total value and per-position returns, and deliver structured performance snapshots -- building a historical track record without manual data entry.

Connect ToolRouter to OpenClaw

1Install the CLI

npm install -g toolrouter-mcp

2Call tools directly from OpenClaw

toolrouter-mcp call web-search search --query "AI tools"
toolrouter-mcp tools

How to track portfolio performance with OpenClaw

Once connected (see setup above), use the Stock Market tool:

Tell OpenClaw your holdings and share counts
OpenClaw fetches all quotes and calculates portfolio value
Ask for performance breakdowns and analysis
Export the data for your records

Example prompt for OpenClaw

Try this with OpenClaw using the Stock Market tool

Track my portfolio: AAPL 100 shares, MSFT 50 shares, GOOGL 75 shares, AMZN 30 shares. Show total value and daily P&L.

Tips for OpenClaw

Include cost basis for gain/loss calculations
Ask OpenClaw to flag positions that moved more than 3% today
Combine with price_history to see how your portfolio has trended

Frequently Asked Questions

How do I track portfolio performance with an AI assistant?

Monitor your investment portfolio by fetching real-time quotes for all holdings and calculating total value and daily change. Connect the Stock Market tool to Claude, ChatGPT, Microsoft Copilot, and OpenClaw through ToolRouter, then ask the assistant in plain language. For example: Tell Claude your holdings: "I own 100 AAPL, 50 MSFT, 200 NVDA -- get the current value" Claude fetches quotes for each ticker and calculates your portfolio value

Which AI assistants can track portfolio performance?

Claude, ChatGPT, Microsoft Copilot, and OpenClaw can all track portfolio performance using the Stock Market tool through ToolRouter, with no API keys or coding required.

What does the Stock Market tool do?

Access real-time stock quotes, company financials, and historical price data. Research equities, track portfolios, and analyze market performance.

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