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Tools / Stock Market / Use Cases / Track Portfolio Performance / Claude

How to Track Portfolio Performance with Claude

Track your investment portfolio with Claude and ToolRouter. Real-time portfolio value and performance.

Tool
Stock Market icon
Stock Market

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

1Go to Settings → Connectors → Add custom connector
2Enter the details below and click Add
Name
ToolRouter
URL
https://api.toolrouter.com/mcp
3Done — works on Claude chat, desktop, and mobile
No API key needed — account created automatically.All platforms →

Steps

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

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

Example Prompt

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

  • 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

More Claude Guides

How to Get Real-Time Stock Quotes with ClaudeHow to Research Company Financials with ClaudeHow to Analyze Price History with ClaudeHow to Monitor Market Indices with ClaudeHow to Research Sector Performance with Claude

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