Connect with Grok
With the MCP connection, you can use your PDT data directly in Grok. 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.
Step 1: Go to Grok, open Skills and Connectors and click Connectors.
Step 2: Click the New Connector button and choose Custom, add your own custom connector. Enter the following details:
- Name:
Portfolio Dividend Tracker (PDT) - Server URL:
https://mcp.portfoliodividendtracker.com
Then click Add Connector.
Step 3: Connect your PDT account.
A new window with Portfolio Dividend Tracker opens automatically. Log in with your PDT account and give Grok permission to access your portfolio through the MCP connection. The window then closes automatically and you return to Grok.
Step 4: Open a new chat in Grok and ask a question about your portfolio.
Example questions
Once you start with a question, Grok 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?