Connect your AI 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.
MCP connector
Server URL
https://www.allinvestview.com/mcp
Login
OAuth
Tools
Reads data21
Changes data5
Skills
None in the store listings. The server needs sign-in, so we could not check it