ValYou
Ask Claude about your net worth, wealth ranking, and financial future.
- Category
- Finance
- Primary Subcategory
- Wealth & Portfolio Tracking Dashboards
Integration details
Description
ValYou is a multi-currency net worth tracker. This connector gives Claude read-only access to your own ValYou data so you can ask questions about your finances in plain English and get answers grounded in your real numbers. Claude can see your net worth and how it breaks down by category, your accounts and balances, your month-by-month history, and your wealth percentile ranking for your age and country. It can run retirement and what-if projections from your own figures, tell you who owes you and who you owe across shared expenses, and help you plan a monthly budget to find where you could save. Example questions: "What's my net worth right now?" · "Where do I rank for my age?" · "Will I have enough to retire at 65?" · "How much does Alex owe me?" · "Help me build a budget so I can save more each month." The connector is strictly read-only. It cannot move money, change settings, or modify anything in your account. It never exposes bank login credentials or account numbers, and every request is verified so you only ever see your own data. You can disconnect at any time from Claude's connector settings. Budgets are a planning view of estimated costs, not a record of your actual spending. Split balances are shown per currency and are never converted between currencies. Projections are estimates based on your own trend and stated assumptions. They are not financial advice.
- Integration type
- Connector
- Verification status
Community connector- Platform
- Claude
- Primary Subcategory
- Wealth & Portfolio Tracking Dashboards
- Secondary Subcategories
- None listed
- Brand
- ValYou
- Access
- Account required
- First tracked
- 2026-07-13
- Tool count
- 8
- Geography
- US
The Primary Subcategory used for this profile’s headline score.
Other Subcategories where the Integration is listed.
Claude 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 can surface verified Connectors when they match a user’s Prompt.
How Claude Connector discovery works
Your Connector will compete to appear for users’ Prompts once Claude verifies it
Competing in Claude Wealth & Portfolio Tracking Dashboards
View Category8 tools agents can invoke
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 ValYou alternatives on Claude?
As of 2026-09-28, ValYou competes with Addepar MCP, Black Diamond, Collation MCP Server, Envestnet Tamarac, Flanks Aggregate, Flourish Financial, IBI SMART, Orion, Production Truthifi MCP 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.