porticific
A portfolio journal that remembers why you bought: holdings, buy theses, daily analysis and prices, readable and editable from Claude.
View in the Claude registry- Brand
- porticific
- Category
- Finance
- Primary Subcategory
- Wealth & Portfolio Tracking Dashboards
Integration details
Description
porticific is a personal portfolio journal. It keeps your holdings and trade ledger, the buy thesis behind each position (split into falsifiable claims that are re-checked over time), a watchlist, upcoming earnings and events, cash, DCA plans, and daily and weekly analysis notes. Connect it to Claude to ask things like "summarize my portfolio", "show the thesis and claim status for NVDA", "which holdings have earnings this week?", or "record that I bought 10 AAPL at 190 today". Claude can also write analysis notes back for you with analysis_context and save_analysis, on your own Claude plan. It records trades you made elsewhere; it does not place orders or move money. Write actions change only your own records, and tools that delete or overwrite data are marked destructive so Claude asks first. Nothing here is investment advice, and prices may be delayed or inaccurate.
- Integration type
- Connector
- Verification status
Community connector- Platform
- Claude
- Primary Subcategory
- Wealth & Portfolio Tracking Dashboards
- Secondary Subcategories
- None listed
- Brand
- porticific
- Access
- Account required
- First tracked
- 2026-10-18
- Tool count
- 48
- Market
- US
The Primary Subcategory used for this profile’s headline score.
Other Subcategories where the Integration is listed.
Agent DiscoverabilityClaude Discoverability ScoreClaude 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 can surface verified Connectors when they match a user’s Prompt.
How Claude Connector discovery works
Your Connector will compete to appear for users’ Prompts once Claude verifies it
Competing in Claude Wealth & Portfolio Tracking Dashboards
View Category48 tools agents can invoke
porticific Claude Connector FAQ
How the directory, categories and Discoverability Score work.
Read the methodologyHow do I improve porticific'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 porticific alternatives on Claude?
As of 2026-11-01, porticific competes with AAWZ, Addepar MCP, Allinvestview, Antevo Wealth, Black Diamond, Candour APP, Collation MCP Server, Envestnet Tamarac and 15 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.