Overview
Montrose lets Montrose customers connect their own investment accounts to Claude and ask about them in plain language. What you can do: - See your accounts, their values and the holdings in each one, including endowment insurance (kapitalförsäkring) accounts. - Search your transaction history by date, account or category. - Check your securities credit: used credit, interest rate and loan-to-value. - View and manage watchlists, and create or delete price alerts. - Search instruments listed at Montrose. - Prepare a buy or sell order as a pre-filled trade ticket. Nothing is traded from the chat. A trade ticket only opens pre-filled in the Montrose app or website, where you review and confirm the order yourself. Claude cannot place orders, move money or change your personal details. Montrose provides access to your own information, not investment advice. Every answer is limited to your own data. Requirements: a Montrose account, and AI assistant access turned on in the Montrose app. Access is voluntary, valid for 90 days and can be turned off at any time under Profile settings → Third-party integrations.
