Connect with Claude
With the MCP connection, you can use your PDT data directly in Claude. This allows you to ask questions about your portfolio, analyze your dividend income, or get a summary of your portfolio allocation through a simple chat conversation.
Connecting usually takes less than a minute. Follow the steps below or open the Add connector settings in Claude directly.
Step 1: Go to Claude, open Customize and choose Connectors.
Step 2: Click the + icon (Add connector) and choose Add custom connector. Enter the following details:
- Name:
Portfolio Dividend Tracker (PDT) - MCP Server URL:
https://mcp.portfoliodividendtracker.com
You can leave the fields under Advanced settings empty. Then click Add.
Step 3: Click Connect next to the PDT connector.
You will be redirected to Portfolio Dividend Tracker. Log in with your PDT account and give Claude permission to access your portfolio through the MCP connection. Thereafter, you will be redirected back to Claude.
Step 4: Open a new chat in Claude and ask a question about your portfolio.
Example questions
Once you start with a question, Claude will often suggest follow-up questions. You can ask many things, such as:
- What is the current total value of my portfolio?
- Which positions have the largest weight in my portfolio?
- How much dividend income have I received this year?
- Analyze my allocation by sector and country.
- Show my largest positions in a table.
- Which broker holds the largest part of my portfolio value?
- What costs have I made this year?
- Which transactions did I make this month?
- Where is my largest concentration risk?