Agent
Discoverability
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Claude Connector

Instaport

Research your portfolio, stocks, funds, options, and crypto with dated Instaport data.

View in the Claude registry
Category
Finance
Integration details

Description

Connect your Instaport portfolio to Claude for read-only portfolio and market research. Explore the portfolio you approve, inspect dated holdings and available summary data, and research stocks, options, funds, crypto, market events, public investor disclosures, news, and watchlists. You choose the data permissions during Instaport sign-in and can disconnect in Instaport Settings. Exact portfolio amounts require separate approval. Results include source dates and coverage where available; missing data stays missing. Requires an eligible Instaport Pro account. The connector cannot place trades or edit your portfolio, and does not expose saved Instaport AI reports.

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Wealth & Portfolio Tracking Dashboards

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
Instaport
Access
Account required
First tracked
2026-10-02
Tool count
27
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.

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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

Competing in Claude Wealth & Portfolio Tracking Dashboards

View Category
0 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
—Collation MCP ServerPending VerificationGet notified
—Envestnet TamaracPending VerificationGet notified
—FinaryPending VerificationGet notified
—Flanks AggregatePending VerificationGet notified
—FlygaPending VerificationGet notified
—FolionomiqPending VerificationGet notified
—FolioTrackPending VerificationGet notified
—GenTwoPending VerificationGet notified
—IBI SMARTPending VerificationGet notified
—InstaportPending VerificationGet notified
—Plutus | Investment AdviserPending VerificationGet notified
—Production Truthifi MCPPending VerificationGet notified
—ValYouPending VerificationGet notified
Tools

27 tools agents can invoke

Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
FAQs

Instaport Claude Connector FAQ

How the directory, categories and Discoverability Score work.

Read the methodology
How do I improve Instaport's Claude Connector 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 Instaport alternatives on Claude?

As of 2026-10-03, Instaport competes with Addepar MCP, Black Diamond, Collation MCP Server, Envestnet Tamarac, Finary, Flanks Aggregate, Flourish Financial, Flyga and 8 more in Claude Wealth & Portfolio Tracking Dashboards, 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.