get_brief
ChatGPTToday's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.
Finance
Overview
Connect your Antevo Wealth account and ask about your own book in plain language: today's brief for your household, what your positions and allocation look like, total assets under management, drift against your model, correlations and concentration, real assets beyond listed securities, open compliance breaches and unread alerts, and what is on your calendar. Every answer is dated and names the source it came from. You need an Antevo Wealth account to sign in - this connector reads your own data and nothing else, and anything that would change a record describes the change and waits for your approval first.
Tools
get_correlations
ChatGPTCross-asset correlations by effect type.
get_country_brief
ChatGPTPer-country geopolitical drilldown (ISO-2).
get_document
ChatGPTMetadata for one document.
get_drift_snapshot
ChatGPTDrift snapshot across the household's portfolios.
get_entity
ChatGPTOne household entity in detail.
get_equity_fundamentals
ChatGPTEquity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.
get_exposure_to
ChatGPTHow much of the book sits behind a country (ISO-2) or a TRBC sector, with the positions behind it. Omit
value for the ranked breakdown. Always read coverage.classified_pct — sector resolves for only part of the book.get_facility
ChatGPTOne credit facility in full, including covenant headroom and pledged collateral.
get_geo_map
ChatGPTGlobal geopolitical intelligence layers over a look-back window.
get_market_data
ChatGPTMarket data for the user's watchlist, with signals where available.
get_net_worth
ChatGPTWhat the household is worth, at the width you ask for: scope='estate' (default) is AUM plus real assets minus liabilities; 'aum' is investable securities and cash only; 'allocation' breaks that book down by asset class. FX-converted.
get_open_breaches
ChatGPTOpen compliance/policy breaches.
get_portfolio_drift
ChatGPTDrift of a portfolio versus its target allocation.
get_portfolio_positions
ChatGPTPositions for a household, paginated, sorted by market value.
get_real_asset
ChatGPTOne real asset in detail.
get_real_asset_economics
ChatGPTReal-asset economics — income, costs, net cashflow and net yield.
get_recent_results
ChatGPTRecent auction-realised and list-price events over a look-back window.
get_risk
ChatGPTRisk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.
get_signals_recent
ChatGPTRecent alt-asset trade signals over a look-back window (days_back).
get_today_brief
ChatGPTThe household's daily briefing — what matters today.
get_unread_alerts
ChatGPTUnread alerts for the household.
get_upcoming_calendar
ChatGPTUpcoming dividends, earnings and macro events that touch the book.
list_accounts
ChatGPTAccounts and custody for the household.
list_capabilities
ChatGPTWhat this Antevo Wealth connector exposes — the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, today, family, documents) behind a single connection.
list_documents
ChatGPTDocument metadata in the household vault.
list_facilities
ChatGPTCredit facilities — balances, limits, rates, maturities, covenants, collateral.
list_family
ChatGPTHousehold entities — people and structures.
list_goals
ChatGPTFinancial goals — target vs current funding, progress, gap and status.
list_households
ChatGPTThe households this user belongs to, with their ids. Needed only when they belong to more than one — otherwise omit household_id and it resolves to theirs.
list_layers
ChatGPTCatalogue of geopolitical map layers you can request.
list_published_content
ChatGPTPublished video, audio and research notes — the desk's catalogue.
list_real_assets
ChatGPTReal assets — property, vessels, aircraft, art and collections.
list_watchlist
ChatGPTThe household's tracked instruments with price, momentum, how each leans and volatility.
lookup_index_by_brand
ChatGPTFind alt-asset indices by brand or keyword (wine, watches, art, cars).
run_technical_analysis
ChatGPTTechnical analysis for any instrument — how indicators lean, the regime, or a full backtest.
add_position
Claudecreate_portfolio
Claudeget_brief
Claudeget_correlations
Claudeget_country_brief
Claudeget_document
Claudeget_drift_snapshot
Claudeget_entity
Claudeget_equity_fundamentals
Claudeget_exposure_to
Claudeget_facility
Claudeget_geo_map
Claudeget_market_data
Claudeget_net_worth
Claudeget_open_breaches
Claudeget_portfolio_drift
Claudeget_portfolio_positions
Claudeget_real_asset
Claudeget_real_asset_economics
Claudeget_recent_results
Claudeget_risk
Claudeget_signals_recent
Claudeget_today_brief
Claudeget_unread_alerts
Claudeget_upcoming_calendar
Claudelist_accounts
Claudelist_capabilities
Claudelist_documents
Claudelist_facilities
Claudelist_family
Claudelist_goals
Claudelist_households
Claudelist_layers
Claudelist_published_content
Claudelist_real_assets
Claudelist_watchlist
Claudelookup_index_by_brand
Clauderun_technical_analysis
ClaudeLinks
App Stats
74
Tools
ChatGPT, Claude
Platforms
Category
Investment ResearchWorks with
ChatGPT
Claude
Data refreshed daily