$98,543
↑ +$1,847 today+1.91%
+$22,343
Unrealized P&L
+36.50%
Total Return
$76,200
Cost Basis
$1,620
Dividends YTD
Performance
1M
3M
6M
1Y
All
Holdings5
Symbol
Name
Value
Gain / Loss
Return
Shares
Trend
META
Meta Platforms Inc.
$18,046
+$4,739
+35.61%
35
GOOGL
Alphabet Inc.
$5,387
+$1,025
+23.50%
28
MSFT
Microsoft Corporation
$26,617
+$6,250
+30.69%
62
AAPL
Apple Inc.
$27,002
+$7,222
+36.51%
115
RY.TO
Royal Bank of Canada
$8,757
+$1,096
+14.31%
42
Allocation
AAPL
27%
MSFT
27%
META
18%
RY.TO
9%
GOOGL
6%
Insights
Portico serves facts, not opinions. Ask Claude or Cursor about your portfolio — it can query positions, P&L, cost basis, and dividends through the MCP connection.
MCP availableConfigure →
Date
Type
Symbol
Shares
Price
Total
P&L
No transactions
MCP Integration
Connect Portico to your AI agent for live access to positions, P&L, and transaction history.
Connect Portico to your AI agent
Select your client to see setup instructions.
Connect via Connectors
Open Claude.ai Connectors, click Add server, and paste the server URL below.
https://stock-portfolio-tracker-topaz.vercel.app/mcpAvailable capabilities
Tools your AI agents can call once connected.
list_portfolios
Enumerate portfolios under coverage
get_positions
All positions with market values, P&L, and allocation
get_position_detail
Per-symbol detail with FIFO cost lots
get_transactions
Full transaction history with cursor pagination
get_realized_pnl
FIFO-matched gains and losses
get_dividends
Dividend income history
get_portfolio_value_history
Daily / weekly / monthly value time series
create_portfolio
Mint a new portfolio (write)
import_transactions
Bulk-load transactions with dry_run support (write)
Connected agents
Clients with an active or expired connection to your portfolio data.
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