Agent
Discoverability
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Claude Connector

Allinvestview

Ask about the portfolios you track in AllInvestView and record trades, dividends and price alerts

View in the Claude registry
Category
Finance
Integration details

Description

Connect Claude to the portfolios you track in AllInvestView, whether they sync from your brokers or you enter trades by hand. Ask about holdings, cost basis, performance, dividends, options, bonds, fees, risk and realized gains, and get answers from the same numbers you see in the app. You can also record or correct trades, book dividends, set price alerts and change portfolio settings. Changes apply right away and you can undo them from the chat. AllInvestView is a portfolio tracker. It doesn't hold your money, place orders with your broker or move funds, and a whole portfolio can only be deleted in the AllInvestView app. For investors who already track their portfolios in AllInvestView.

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Wealth & Portfolio Tracking Dashboards

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
AllInvestView
Access
Account required
First tracked
2026-10-03
Tool count
26
Geography
US
Agent DiscoverabilityClaude Discoverability Score

Claude Connector discovery is coming soon

Community Connectors only appear in Claude’s registry.Once verified, organic discovery begins and we can calculate your score.Read more about Community Connector verification.

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What discovery looks like

Claude showing a list of relevant Connectors in a conversation

Claude can surface verified Connectors when they match a user’s Prompt.

Primary Subcategory

Competing in Claude Wealth & Portfolio Tracking Dashboards

View Category
0 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
—AllinvestviewPending VerificationGet notified
—Collation MCP ServerPending VerificationGet notified
—Envestnet TamaracPending VerificationGet notified
—FinaryPending VerificationGet notified
—Flanks AggregatePending VerificationGet notified
—FlygaPending VerificationGet notified
—FolionomiqPending VerificationGet notified
—FolioTrackPending VerificationGet notified
—GenTwoPending VerificationGet notified
—IBI SMARTPending VerificationGet notified
—InstaportPending VerificationGet notified
—Plutus | Investment AdviserPending VerificationGet notified
—Production Truthifi MCPPending VerificationGet notified
—ValYouPending VerificationGet notified
Tools

26 tools agents can invoke

Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
FAQs

Allinvestview Claude Connector FAQ

How the directory, categories and Discoverability Score work.

Read the methodology
How do I improve Allinvestview's Claude Connector discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Allinvestview alternatives on Claude?

As of 2026-10-07, Allinvestview competes with Addepar MCP, Black Diamond, Collation MCP Server, Envestnet Tamarac, Finary, Flanks Aggregate, Flourish Financial, Flyga and 9 more in Claude Wealth & Portfolio Tracking Dashboards, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.