investjournal

Description

InvestJournal gives Claude access to your own investing research: watchlists, financial ratios, reverse-DCF valuations, investment theses, notes, price history, alerts, portfolio holdings, an earnings calendar and curated news for the companies you follow. 70 tools, read and write. Ask what's on your morning desk, rank a watchlist by any ratio, analyse a company end-to-end, see who reports this week, record a transaction, save a thesis, or set an alert — without leaving the conversation. Free to start; a Pro plan adds the portfolio value layer. Not investment advice.

Community Metrics

Categories

• mcp

Tags

• mcp
• smithery

Capabilities

• remote

Information