Investminder

Investminder turns Claude into your investment research desk for stocks and ETFs. Surface opportunities you would not have found by hand, look at the numbers behind them, compare approaches, and validate a strategy against market history before you commit. Ask Claude things like: "Find European stocks with ROE above 20% and a PER under 15." "How has NVDA behaved over the last six months — momentum, RSI, drawdown?" "Backtest a 60/40 stocks-and-gold strategy against the S&P 500 since 2016." Behind those answers: search by name, ticker or ISIN, or screen on profitability, valuation, growth, momentum and technical indicators. Pull price history, technical indicators, financial statements, dividends, valuation multiples and volume profile. Compute correlation matrices across up to 20 tickers. Then build a strategy and put it to the test. Start from a ready-made strategy in the catalogue or define your own: allocations, buy and sell rules driven by RSI, moving averages, MACD, momentum or allocation drift, contributions and withdrawals, cash management and fees. Two execution models — rebalanced, holding fixed target weights, and progressive, building exposure on signals. Backtest over any period against a benchmark and read performance metrics, annual returns, holdings, transactions and dividends. Everything lives in your own Investminder account, so whatever you set up through Claude is waiting for you in the web app, and the other way round. An Investminder account is required before you connect: create one at investminder.com, then sign in through OAuth when you add the connector. The MCP server is available on every plan, including the free tier. The connector reads market data and your saved screeners, strategies and backtests, and can create, update and delete strategy drafts and run backtests on your behalf. It never places trades and never moves money.