Antevo Wealth

What you can ask

• Brief me on today for my household.Copy

  Example path list_households→get_today_brief · Daily brief skill

• Where am I most concentrated, by holding, sector and currency?
• I hold 200 Nestlé shares at UBS. Record them for me.

MCP connector

Server URL

https://api.antevo.ch/mcp/wealth/mcpCopy

Login

OAuth

Tools

Skills

12 in the Claude listing

• Advisor meeting prepPrepare the user for a meeting with their own banker, relationship manager or wealth manager: a one-page brief on where their book stands with that bank, what needs attention, and the questions worth
• Concentration and driftDiagnose concentration and allocation drift for an Antevo Wealth household and surface what to rebalance.
• Daily briefThe household's morning note — what matters today and what needs attention.
• Geopolitical riskRead the world's geopolitical risks and tie them to an Antevo Wealth client's exposure.
• Goals reviewReview an Antevo Wealth household's financial goals and funding progress.
• Liquidity and leverageAssess an Antevo Wealth household's liquidity and leverage — how fast it can raise cash and how much covenant headroom it has.
• Market signals periodSummarise Antevo Wealth market signals and alternative-index moves over a time window and pull out the insights.
• Portfolio stress radarFind where an Antevo Wealth household could actually get hurt — and trace it across domains.
• Record holdingsRecord holdings the user already owns into their Antevo Wealth book, from a bank or broker statement, a screenshot, or a list they type.
• Security analysisAnalyse a single security (equity, index, FX, crypto, commodity) for an Antevo Wealth user — fundamentals and technicals in one read.
• Watchlist reviewReview an Antevo Wealth household's tracked instruments (their watchlist).
• Wealth portfolio reviewProduce a private-banker-grade portfolio review for an Antevo Wealth client by orchestrating the Antevo Wealth MCP connector.