- 01.0Provides specialized AI agents that monitor portfolios 24/7 for drift, risk alerts, earnings, and tax opportunities, plus an MCP server exposing 14 portfolio-aware finance tools to Claude, Cursor, and Windsurf.[key] 24/7 AI agent monitoring with drift detection and unified feed alerts[asset] Multi-asset·[function] AI Agents·added 1d ago·[via] mcp