Hapi

Connect your Hapi account to Claude and ask about your investments in plain language. With the Hapi connector, Claude can: • Summarize your portfolio: total value, daily change and asset breakdown • List your positions with quantity, cost basis and gain or loss • Show your performance and portfolio history over time (1D to 5Y), including a comparison against the S&P 500 (SPY) • Report realized gains from completed sales in a date range • Check your margin status • Get live quotes and price history for stocks and crypto • Review your transaction history and the status of a deposit, withdrawal or trade • Show your watchlists Read-only by design. The connector cannot buy or sell, place or cancel orders, or move money. Every tool only reads data, so nothing in your account changes when you use it. You stay in control. You sign in with your Hapi account and choose what Claude can see when you connect. You can disconnect at any time. Requirements: a Hapi account. Information provided is for informational purposes only and is not investment advice.