FolioTrack

FolioTrack is a portfolio tracker for Australian investors holding ASX and US shares. This connector lets you ask Claude questions about your own portfolio without opening FolioTrack. What you can ask about: - Your portfolios, current holdings and transaction history - Unrealised and realised gains and losses - Performance over time (time-weighted return and XIRR) - Your largest holdings and currency exposure (AUD vs USD) - Dividend history, including franking credits you've recorded - Risk metrics such as volatility and max drawdown - Your watchlist - The Taxable Income Summary (Estimate): estimated capital gains and grossed-up franking income for an Australian financial year The connector is read-only. It cannot add, edit or delete anything in your account. Each user signs in with their own FolioTrack account and can only see their own data. You can revoke access at any time from Settings → Connected Apps in FolioTrack. FolioTrack provides factual data from your own records only. It does not give financial advice, recommendations or tax advice. Tax figures are estimates and should be checked by a registered tax agent. Some tools require a FolioTrack Pro plan.