Allinvestview

Connect Claude to the portfolios you track in AllInvestView, whether they sync from your brokers or you enter trades by hand. Ask about holdings, cost basis, performance, dividends, options, bonds, fees, risk and realized gains, and get answers from the same numbers you see in the app. You can also record or correct trades, book dividends, set price alerts and change portfolio settings. Changes apply right away and you can undo them from the chat. AllInvestView is a portfolio tracker. It doesn't hold your money, place orders with your broker or move funds, and a whole portfolio can only be deleted in the AllInvestView app. For investors who already track their portfolios in AllInvestView.