- 01.0Provides AI-powered research tailored to connected brokerage holdings and exposes portfolio data through an MCP server for Claude Desktop and Claude Code.[key] MCP server integration for querying portfolio and research from Claude tools[asset] Equities·[function] Portfolio Tracker·added 3mo ago·[via] mcp
- 02.0Provides SEC filing search, AI-powered extraction, institutional holdings tracking, insider trading data, M&A intelligence, and financial data APIs with semantic research tools and MCP server integration.[key] MCP server exposing 32 research tools across filings, 13F, 13D/G, news, fundamentals[asset] Equities·[function] Research·added 4mo ago·[via] mcp, api