Track stocks, crypto, and index holdings together with live pricing. Import an entire portfolio by uploading a brokerage screenshot or PDF — Claude Vision parses the positions — or connect accounts directly with Plaid.
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What it reads
Vision parses positions from an image or statement
Direct, automated account syncing
Live equity and crypto pricing
Automated value curve built over time
How it works
Drop a screenshot or PDF, or connect a brokerage through Plaid — zero manual entry.
Vision reads tickers and quantities; Plaid syncs balances — your portfolio populates itself.
Every holding carries live pricing plus interactive candlestick (OHLCV) charts with configurable periods.
Daily automated snapshots assemble a historical value curve so you can see the trajectory, not just today.
In practice
Screenshot your brokerage app, drop it in, confirm the parsed positions — done.
Connect via Plaid and holdings update automatically as you trade.
Pull up any position's candlestick chart to study its OHLCV over your chosen window.
Keep exploring
Import your holdings in under a minute — screenshot, PDF, or Plaid. Everything above starts working the moment you do.