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Pearler

Long term investing made easy

Category
Finance
Primary Subcategory
Investing & Retirement Planning
View in the Claude registry
Integration details

Description

Connect Claude to your Pearler account to bring your investing data into conversation. Ask about your cash balance, review your ASX and US share holdings across accounts, or search Pearler's investable universe by ticker or name - all without switching to the app. Pearler is an Australian investing platform built for long-term, buy-and-hold investors, offering CHESS-sponsored ASX shares, ETFs, and US share access. This connector is read-only: it retrieves your account data so Claude can help you understand and think through your portfolio. It does not place trades or move money.

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Investing & Retirement Planning

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

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
Pearler
Access
Account required
First tracked
2026-07-16
Tool count
8
Geography
US

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 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 Investing & Retirement Planning

View Category
0 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
—PearlerPending VerificationGet notified
—RothGPTPending VerificationGet notified
—SavvlyPending VerificationGet notified
Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
Tools

8 tools agents can invoke

Pearler FAQ
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 Pearler alternatives on Claude?

As of 2026-09-28, Pearler competes with RothGPT, Savvly in Claude Investing & Retirement Planning, 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.