Choose your access
Sign in and create a personal API key. Choose read-only to explore your data, or read & write to update it. Copy your key when it appears; it is shown only once.
Manage API keys ↗ PORTFOLIOSHARING + AI
Your portfolio, in the conversation.
Connect a compatible AI assistant to your portfolio. Ask questions, record transactions and keep your investment picture up to date in your own words.
YOUR AI ASSISTANTCONNECTED TO YOUR PORTFOLIO
Show me my portfolios and their cash balances.
✳
Let's take a look.
I can retrieve your portfolios and their recorded cash balances.
Record my latest purchase.
✳
Of course.
I'll need the portfolio, symbol, date, quantity and price. Let's confirm the details first.
Illustrative conversation. Your assistant's experience may differ.
GET CONNECTED
Three steps to a clearer picture.
Add the MCP server
In an AI client that supports remote MCP servers and custom bearer authorization, add this server URL and set the Authorization header to Bearer YOUR_API_KEY.
https://mcp.portfoliosharing.com/mcpAsk in your own words
Try “List my portfolios” or “Record a purchase in my portfolio.” Review the details your assistant proposes before it changes your records.
YOUR DATA, YOUR CHOICE
Useful access.
Clear boundaries.
Connect only assistants you trust. Your key gives the client access to your private portfolio data.
See your portfolio
List portfolios and transactions, check cash and retrieve estimated valuations.
Keep records current
With a write key, create or rename portfolios and record, edit or delete transactions and cash movements. A write key can also delete portfolios.
Stay in control
Keep keys private and revoke them in the app when no longer needed. Client compatibility and approval behavior vary.
BUILT WITH PERSPECTIVE
Ready to connect?
Create a key and bring your portfolio into the conversation.