The AI analyst answers questions about stocks, funds, options and how a portfolio is built. Models read earnings calls for you, translate news and sort spending into categories. And through MCP your portfolio opens right in Claude.
Not a single chatbot, but several routine tasks that used to take up an evening.
Ask about multiples and company valuation (P/E, ROE, DCF), how ETFs work, the basics of options, crypto, portfolio theory or macroeconomics. The answer appears on screen as the model writes it.
Not sure where to begin? The chat has prompts with typical questions. And on the page of any security, the “Ask AI” button opens the chat with a question about that company already prepared.
Conversations are saved: you can return to any of them, rename it or delete it. Within a conversation the analyst remembers the context and answers follow-up questions.
The analyst explains and helps you understand, and does not say “buy” or “sell”. It does not see real-time quotes and says so plainly instead of making up a price. Important answers end with a reminder that this is not a recommendation.
After a quarterly report, management spends an hour answering analysts. The model turns the transcript into a short summary: management’s tone, what happened to the guidance (raised, maintained, lowered), the figures named, the risks, the topics of the questions and two quotes. The feed is updated several times a day.
Headlines and short summaries of market news are translated every hour. The feed is available in English, Russian, Estonian, Finnish and German.
When your rules and the built-in dictionary do not recognize a payee, the model suggests the category. It is given only the merchant name: no amounts and no data about you.
A public page for anyone choosing a model for themselves: scores of large language models by category, API pricing and which consumer subscription includes the model. Updated daily.
MCP (Model Context Protocol) is an open standard through which an AI assistant gets tools. InvestHub has its own MCP server: connect it, and Claude can work with your portfolio at your request.
In Claude Code a single line is enough; in the Claude app the server is added as a connector by its address. On the first request an InvestHub page opens, where you sign in to your account and confirm access.
Ask Claude to show your portfolio: it fetches the positions, cash, cost basis and profit and answers your question with the figures in hand.
Claude can pull your transactions for a period, by security or by type and put them into a table: handy before filing a tax return or for reviewing your own decisions.
A separate tool looks for errors in the data itself: statements uploaded twice, negative cash and securities that have no prices.
Give Claude a statement file in CSV and ask it to upload the file to your portfolio. Repeated rows are skipped, just as they are when you upload through the dashboard.
Want to keep a separate portfolio? Ask for it to be created, then upload a statement into it in the same conversation.
Sign-in follows the OAuth 2.1 standard: you authorize on an InvestHub page, and the assistant gets access to your account only. There is no need to paste keys or passwords into the chat, and requests to the server are logged.
Figures in the illustrations are examples that show how the tool looks, not anyone’s real account.
Each card leads to a section where a model does a specific job.
A call transcript runs to dozens of pages. The summary takes a couple of minutes to read and has the same structure for every company.
The AI analyst has no “so many questions a day” limit. Instead there is a monthly model usage allowance, which depends on the plan.
Not everything has to be a neural network. The hints in “My portfolio” work by clear rules, and their conclusions can be checked.
The AI model leaderboard is useful if you are choosing an assistant subscription for work or study.
Some AI features are open to everyone; the chat and MCP start with the paid plans.
Compare plansBrief and without exaggeration
In the dashboard chat, not yet: the analyst answers general questions about investing and does not read your positions. Claude can work with your portfolio when it is connected through the InvestHub MCP server: it gets the summary, the trades and the results of the data check.
No. The analyst explains terms, valuation methods and the logic of instruments, but does not say what to buy or sell. The decisions and the responsibility always remain yours.
No. The chat has no access to real-time quotes, and it says so plainly. Current prices, metrics and financial statements are on the security page and in the screener.
MCP is an open protocol through which AI assistants connect external tools. With the InvestHub MCP server you do not need to copy figures from the dashboard into a chat: Claude fetches the portfolio data itself when you ask for it.
The server is designed for Claude: Claude Code and the Claude app with connector support. Six tools for working with a portfolio are available at the moment.
Sign-in follows the OAuth 2.1 standard: you authorize on an InvestHub page, and your password and keys do not reach the chat. The assistant sees only your account and cannot place trades at your broker.
Each tool works on its own, and together they cover the whole investor journey
Create an account for free: earnings call summaries, translated news and the model leaderboard are open right away.
InvestHub is not an investment adviser and gives no personal investment recommendations. The materials and tools on the platform are for information only. Past performance does not guarantee future results.