Trellia Wealth Partners icon

Trellia Wealth Partners

By Trellia Wealth Partners

Get New App Alerts

Overview

Access managed account information available via the Trellia Adviser Portal.

Tools

get_nested_portfolios

Claude

get_portfolio_fees

Claude

get_portfolio_holdings

Claude

get_portfolio_performance

Claude

get_portfolio_updates

Claude

get_saa

Claude

list_portfolios

Claude

Links

Documentation Privacy Policy

Similar Apps

Alpha Vantage icon

AlphaYou: Smart Money Intel icon

AlphaYou: Smart Money Intel

Allocator Agent icon

Allocator Agent

Alpaca Paper Trading icon

Alpaca Paper Trading