---
title: ToolRouter — Agent Use Case Guide
description: Step-by-step guide for completing a task with a specific AI agent using ToolRouter.
url: https://toolrouter.com/tools/stock-market/use-cases/track-portfolio-performance/claude
---
# How to Track Portfolio Performance with Claude

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.

## Setup

claude mcp add toolrouter -- npx -y toolrouter-mcp

## Steps

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

## Example Prompt

```
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
