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

How to Track Portfolio Performance with Copilot

Track portfolio performance in your IDE with Copilot and ToolRouter. Investment monitoring for developers.

Tool
Stock Market icon
Stock Market

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
No API key needed — account created automatically.All platforms →

Steps

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

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

Example Prompt

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

  • 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

More Copilot Guides

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

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