It keeps your holdings and trade ledger, the buy thesis behind each position (split into falsifiable claims that are re-checked over time), a watchlist, upcoming earnings and events, cash, DCA plans, and daily and weekly analysis notes. Connect it to your AI to ask things like "summarize my portfolio", "show the thesis and claim status for NVDA", "which holdings have earnings this week?", or "record that I bought 10 AAPL at 190 today".
MCP connector
Server URL
https://porticific.vercel.app/api/mcp
Login
OAuth
Tools
Reads data22
Changes data15
Deletes or can't be undone3
Skills
None in the store listings. The server needs sign-in, so we could not check it