Public Holdings
View your Public portfolio, market data and preflight trades
Add to Claude (opens in new tab)Bring your Public investment portfolio directly into Claude. With this connector, you can check your holdings, research assets, and preflight trades across equities, options, bonds, and crypto—all from inside Claude. There are no commissions, and you can earn rebates on every stock and ETF options contract you trade. Bypass the friction of switching apps, and execute your entire investing strategy with simple prompts in plain English.
Tools
- check_setup
- get_accounts
- get_all_instruments
- get_bond_details
- get_current_event
- get_event_categories
- get_event_contract_bars
- get_event_details
- get_event_summary
- get_history
- get_instrument
- get_option_chain
- get_option_expirations
- get_option_greek
- get_option_greeks
- get_order
- get_orders
- get_portfolio
- get_price_history
- get_quotes
- get_strategy_quote
- get_tax_lots
- get_tax_lots_csv
- get_tax_lots_for_symbol
Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.
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