Claude Connector

Folionomiq

Measure an investment portfolio from real price history: how many independent bets it holds, what you own through your funds, and what past crises did to it in money.

View in the Claude registry

Brand: Unknown

Category: Pending
Primary Subcategory: Pending

Integration details

Description

Folionomiq measures an investment portfolio from its price history, so Claude can answer questions about it with figures it cannot compute on its own. What it measures: - How many independent bets the holdings really add up to, and which holding carries more of the risk than its share of the money. - What you own through your funds: the companies added up across funds, with how much of the money that view covers. - What past crises (2008, 2020, 2022 and others) did to this money, in money, and how long it took to come back. - Whether a yearly withdrawal, raised with inflation, would have lasted on the portfolio's own history. - What a change would do before it is made: adding a fund, changing a weight, or comparing up to eight portfolios on the same window. It accepts tickers, fund names or ISINs; amounts, percentages or share counts; many exchanges and base currencies. Descriptive only: every figure is measured on end-of-day prices over a window named beside it. No forecasts, no buy, sell or hold advice, and no score of how good a portfolio is. No account and no sign-in. Holdings are used to compute the answer; only anonymous counts are kept, never who asked (see the privacy policy).

Integration type: Connector
Verification status: Community connector
Platform: Claude
Category: Pending
Primary Subcategory: Pending
Secondary Subcategories: None listed
Brand: Unknown
Access: No account required
First tracked: 2026-09-30
Tool count: 22
Geography: US

Agent DiscoverabilityClaude 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.

No spam. Unsubscribe any time.

What discovery looks like

Claude showing a list of relevant Connectors in a conversation

Claude can surface verified Connectors when they match a user’s Prompt.

Primary Subcategory

Competitive lineup

No Primary Subcategory assigned yetOnce Folionomiq has a Primary Subcategory, the Plugins and Connectors it competes with will appear here with their scores.

Tools

22 tools agents can invoke

Any change to one portfolio, measured before it is made: the current and the proposed holdings side by side on the same price history (structure, risk, worst falls, and what the change adds or removes). For a single new holding, check_before_you_buy says more; for one holding at every weight, sweep_holding. The 'after' figures are counterfactual. Never says whether to make the change.
test_a_change
Before adding one new holding, with a given amount, to an existing portfolio: how much of it is already owned through the current funds (from the fund's SEC filing when there is one), whether it adds an independent bet, and what past crises would have done with it included. For any other change (removing, reweighting, several at once), test_a_change. Counterfactual; never says whether to buy.
check_before_you_buy
Checks a list of tickers before a measurement: which have usable price history, which do not, and the closest listing where a symbol is ambiguous.
validate_symbols
Two to eight separate portfolios (not a change to one) measured over one shared window of price history: growth, volatility, worst fall, and how each moved against the others. For a before-and-after of one portfolio, test_a_change. Says what each was; does not say which to hold.
compare_portfolios
Finds the ticker when the holder gives a name, part of a ticker or an ISIN (for example 'Vanguard total world' gives VT), with the exchange it trades on. Useful before a measurement whenever a ticker is not certain. Listings nobody here has checked are marked unchecked.
search_symbols
Only the structure of one portfolio: how many independent bets its holdings add up to (from how their prices moved, not how many tickers there are), and each holding's share of the risk beside its share of the money, over the full record and over recent years.
portfolio_structure
The latest daily close for each ticker, in the base currency and in its own, with the date, for turning a number of shares into an amount. A single figure per ticker; no price history is returned.
last_price
For someone living off a portfolio: replays a yearly withdrawal, raised with real inflation, from every start month the portfolio's own history allows; how many starts lasted the full span, how many ran out and when, the lowest point from the worst start, and the highest yearly rate that ran out from no start in the record. Replayed, not simulated; a count of starts, never a probability; a span the record is too short for is said, not invented.
living_off_it
The complete measurement of one portfolio in a single call: how many independent bets it holds, which holding carries risk out of line with its money, the companies owned through its funds (with how much of the money that view covers), what past crises did to it in money and how long it took to come back, and the numbered report. Each part is also available on its own, faster: portfolio_structure, look_through, past_crises, portfolio_report. Descriptive: no forecast, no advice.
measure_portfolio
One fund or share on its own, no portfolio needed: name, type, exchange, yearly cost when published, its measured return, volatility and worst fall, and for a fund its largest holdings and sectors.
asset_info
One holding already in the portfolio, measured at every weight from none to all (the rest of the money redistributed in proportion): volatility, its share of the risk and the independent bets at each point, and whether most of the change comes from the first slice. For how much of it is enough to change anything. Counterfactual; never says what weight to hold.
sweep_holding
Simulated, not a forecast: 4,000 paths resampled from one portfolio's own price history, with optional monthly additions; where the middle path and the outer tenths end after the years asked, in money and in today's money, and the share of paths ending below what was put in. It assumes the future pays what the record paid, and it is refused when the record is too short or too extreme for the years asked.
simulate_paths
How one portfolio's daily moves line up with four common patterns (the market, small versus large companies, value versus growth, momentum), which of those sensitivities are distinguishable from zero, and how much of the movement the patterns explain.
factor_exposure
Three or four plain-language sentences about one portfolio (what its risk is built from and its worst historical fall), each with the window it rests on. The shortest and fastest answer, with no tables and no numbered report; every figure is in measure_portfolio.
plain_findings
Only the written report on one portfolio: every figure numbered F1, F2... beside the method and window behind it, so each can be quoted by its number. The same report measure_portfolio includes, without the other sections.
portfolio_report
One portfolio answered along three separate questions (what is its risk built from, how did it behave when markets broke, what did it pay for the risk taken), each with its own reading and figures. For whether anything is off in how it is built, rather than what it is. Readings, not a grade: no overall score is returned.
health_axes
What one portfolio returned over its record: growth per year (and after inflation), best and worst months and years, the range of any 12 months in a row, monthly returns by year, and how far the weights drift between rebalances. Past record, not a forecast.
return_history
For a portfolio held in one currency but priced partly in others: how much of it is outside the base currency, and what exchange-rate moves added to its growth, volatility and worst fall compared with the same holdings currency-hedged. Needs base set to the holder's currency to mean anything.
currency_effect
Starts from a loss the holder names (as a fraction: 0.25 is a quarter) and reports the least extreme combination of market moves that would produce it on this portfolio, beside the worst each of those moves actually did in the record. No probability is computed.
reverse_stress
Only past crises for one portfolio: 2008, 2020, 2022 and others inside its price history, with the fall, the worst day and the days it took to come back, in money when amounts are given. Crises before a holding existed are named as not tested. Measured, not forecast.
past_crises
Only the companies owned through the funds of one portfolio, added up across funds: the largest names and their share of the whole portfolio, names reached through more than one fund, sectors, and how much of the money this view covers. Figures are minimums: funds publish their largest holdings.
look_through
Whether re-optimising an allocation would have helped: refit on the years before each date, hold it on prices it had not seen, repeat, and compare that record with the portfolio actually held and with equal weight. Says whether refitting bought anything measurable. Returns the record, never an allocation to hold.
walk_forward

FAQs

Folionomiq FAQ

How the directory, categories and Discoverability Score work.

Read the methodology

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.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.