Bring your portfolio to Claude, ChatGPT, or any MCP-compatible AI assistant — OAuth-secured, opt-in, and strictly read-only.
HeliusOne exposes your account as a remote MCP (Model Context Protocol) server. Add the connector to the AI assistant you already use and ask about your positions, watchlist, saved analyses, and market data from anywhere you chat — without opening the terminal. You opt in from Settings, sign in through a consent screen, and can revoke any connection at any time. The connector cannot place trades, move money, or change settings.
What's my biggest position right now, and how did it do today?
Your largest holding is NVDA — 120 shares, about 14% of your portfolio. It's up +4.11% today at $875.40, adding roughly +$4,150 in unrealized P&L. Overall your portfolio is up about +1.8% on the day.
Want me to pull your tax lots and check which NVDA shares are already long-term before you consider trimming?
Claude connected to HeliusOne over MCP — reading positions and live quotes with read-only access. Illustrative example; informational only, not financial advice.
What this feature does for you
Claude, ChatGPT, and any other MCP-compatible client can connect. Add the HeliusOne connector URL once and your assistant gains portfolio context in every conversation.
The connector can read data — never act. Placing trades, moving money, and changing settings are impossible through the MCP surface, no matter what the assistant is asked.
Positions, balances, live quotes, watchlist, tax lots, recent activity, ticker-tagged news, price signals, and your saved daily and portfolio analyses — all queryable by your assistant.
Connections are authorized through an OAuth flow backed by your existing HeliusOne login. You see a consent screen that spells out exactly what the assistant can and cannot do before anything is shared.
A master toggle grants read-only access to your stored data. A separate, second toggle is required before any live brokerage data — holdings, balances, quotes — is available. Both are off by default.
Every connected client is listed in Settings with when it connected and when it was last used. Revoke any single connection — or switch the master toggle off — at any time.
Pick a plan, start your free trial, and connect your brokerage account in minutes.
Join Waiting List