Connect with Mistral
With the MCP connection, you can use your PDT data directly in Mistral. 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 Mistral Studio and open Connectors.
Step 2: Click the + Add Connector button and choose Custom MCP server. Enter the following details:
- Title:
Portfolio Dividend Tracker - Server:
https://mcp.portfoliodividendtracker.com
The Description field is optional. Then click Create.
Step 3: Connect your PDT account.
You will be redirected to Portfolio Dividend Tracker automatically. Log in with your PDT account and give Mistral permission to access your portfolio through the MCP connection. Thereafter, you will be redirected back to Mistral.
Step 4: Open a new chat in Mistral and ask a question about your portfolio.
Example questions
Once you start with a question, Mistral 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?