Clockwork
Monitor your investment portfolio in Claude: holdings, transactions, documents, and performance
- Category
- Finance
- Primary Subcategory
- Private Capital Portfolio Operations
View in the Claude registryIntegration details
Description
Clockwork is a digital investment office for individuals, family offices, funds, and their advisors. Connect it to work with your portfolio directly in Claude: look up holdings and funds, review commitments, capital calls, distributions, and fees, pull performance metrics including IRR, MOIC, DPI, and TVPI, and read the notes, statements, and documents attached to each position. Claude can also write back, logging a new investment, recording a distribution, creating a company profile, tagging holdings, and building saved portfolios and views. Requires a Clockwork account.
- Integration type
- Connector
- Verification status
Community connector- Platform
- Claude
- Primary Subcategory
- Private Capital Portfolio Operations
- Secondary Subcategories
- None listed
- Brand
- Clockwork
- Access
- Account required
- First tracked
- 2026-07-29
- Tool count
- 42
- Geography
- US
The Primary Subcategory used for this profile’s headline score.
Other Subcategories where the Integration is listed.
Claude Discoverability Score
Claude Connector discovery is coming soon
Community Connectors only appear in Claude’s registry.Once verified, organic discovery begins and we can calculate your score.Read more about Community Connector verification.
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What discovery looks like
Claude can surface verified Connectors when they match a user’s Prompt.
How Claude Connector discovery works
Your Connector will compete to appear for users’ Prompts once Claude verifies it
Competing in Claude Private Capital Portfolio Operations
View Category42 tools agents can invoke
How do I improve a Community connector's discoverability?
The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.
What are Clockwork alternatives on Claude?
As of 2026-09-17, Clockwork competes with Hanover Park, Carta, Datasite, PitchBook Premium, AngelList, Ideals, Addepar MCP, Google Drive, Lumonic, Clear Street, Interactive Brokers (IBKR), HubSpot, Chronograph, Arkar, Atominvest MCP, Clerky, Dynamo, Further, Mantle Portal, SeedLegals, Slice in Claude Private Capital Portfolio Operations, ranked by public Discoverability Score.
Where is this profile measured?
This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.