Pearler

Connect Claude to your Pearler account to bring your investing data into conversation. Ask about your cash balance, review your ASX and US share holdings across accounts, or search Pearler's investable universe by ticker or name - all without switching to the app. Pearler is an Australian investing platform built for long-term, buy-and-hold investors, offering CHESS-sponsored ASX shares, ETFs, and US share access. This connector is read-only: it retrieves your account data so Claude can help you understand and think through your portfolio. It does not place trades or move money.

View in the Claude registry

Integration type: Connector
Verification status: Community connector
Platform: Claude
Category: Finance
Primary Subcategory: Investing & Retirement Planning
Secondary Subcategories: None listed
Brand: Pearler
Access: Account required
First tracked: 2026-07-16
Tool count: 8
Geography: US

Claude Discoverability Score

Community connectors cannot be organically discovered yet

Pearler is a Community connector, so Claude cannot surface it organically yet. It becomes eligible for organic discovery after Claude verifies it. Learn how Anthropic reviews Connector Directory submissions in the official Connector Directory guide.

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Primary Subcategory

Competing in Claude Investing & Retirement Planning

View Category

0 scoredVerified connectors by score · Community connectors A–Z

Primary Subcategory

—PearlerOrganic discovery is pending verificationGet notified when verified

—RothGPTOrganic discovery is pending verificationGet notified when verified

—SavvlyOrganic discovery is pending verificationGet notified when verified

Score explained

How the Discoverability Score works

The Claude Discoverability Score will be the percentage of contested conversations where Pearler appears in the connector picker or Claude invokes it directly. Found and Positioned will be shown as diagnostics, not score inputs.

InvisibleBuriedEmergingCompetitiveWinning

Community connectors appear on this scale after Claude verifies them and they become eligible for organic discovery.

FoundDiagnostic

Whether Claude found your Connector in connector search. It must be Found before it can reach the picker, but the score counts picker appearances—not search results.

PickedMain score

How often your Connector appeared in the picker, or Claude invoked it directly, across contested conversations. This percentage is the Discoverability Score; the headline number is rounded.

PositionedDiagnostic

What position your Connector appeared in when it was shown in the picker. This shows prominence, but it does not affect the score.

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

Tools

8 tools agents can invoke

No public description for this tool yet.
No public description for this tool yet.
No public description for this tool yet.
No public description for this tool yet.
No public description for this tool yet.
No public description for this tool yet.
No public description for this tool yet.
No public description for this tool yet.

Pearler FAQ

How do I improve a Community connector's 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 Pearler alternatives on Claude?

As of 2026-08-14, Pearler competes with Era Context, Interactive Brokers (IBKR), Morningstar, RothGPT, Savvly in Claude Investing & Retirement Planning, 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.