Track Your Investments with Claude | OpenBudget
Track Your Investment Portfolio with Claude: Stocks, Dividends & Taxes# permalink to this section
You already ask Claude about your spending. Now you can ask about your investments too.
You can connect your brokerage and retirement accounts to OpenBudget the same way you connect your bank, securely, in seconds. Once you do, Claude sees your full financial picture: checking, savings, credit cards, and now your stocks, ETFs, and retirement accounts, all in one conversation.
Ask a question in plain English, and Claude answers from your real accounts.
Connect Your Investment Accounts in Seconds# permalink to this section
OpenBudget now supports brokerage accounts like Fidelity, Robinhood, and Schwab, plus 401(k)s and IRAs, through the same secure, read-only connection we've always used for banking. We never store your credentials, and OpenBudget can't move your money or place a trade. It only reads your data so Claude can answer your questions.
Once you connect an account, every position, contribution, and dividend payment syncs on its own. You don't upload a CSV or enter anything by hand.
Know Exactly What You Own# permalink to this section
Ask Claude something like: "How many shares of Apple do I own, and what's my average cost basis?"
If you hold the same stock across a few accounts, say a taxable brokerage, a Roth IRA, and a trading app, Claude pulls it all together into one answer: total shares, blended average cost, current value, and unrealized gain. It breaks the gain down by account too, so you can see which shares would trigger a bigger tax bill if you sold them and which are growing tax-free.
See How You Stack Up Against the Market# permalink to this section
Ask Claude: "How has my portfolio performed compared to the S&P 500?"
Most investors have no easy way to answer this without pulling everything into a spreadsheet. Claude compares your actual returns against the S&P 500 across any time period you want, a month, a year, three years, and explains why you're ahead or behind. It might be a concentrated tech position, or one holding having a rough year. Either way, you get the reason behind the number.
Understand Your Portfolio's Risk Level# permalink to this section
Ask Claude: "How risky is my portfolio right now?"
This is where it gets genuinely useful. Claude explains what's actually driving your risk: sector concentration, too much money in one stock, or no bonds at all. It models what a real market drop would do to your specific holdings in dollar terms, so you can decide whether your risk level actually matches how you'd feel watching it happen.
Track Dividends, 401(k) Contributions, and Taxes Too# permalink to this section
The three examples above are just the start. Once your investment accounts are connected, you can also ask Claude:
"How much dividend income have I received this year?" Claude tracks every payment across every holding and projects your full-year total.
"How much have I contributed to my 401(k) this year?" You'll see your contributions, your employer match, and how close you are to the IRS limit.
"How much capital gains tax will I owe if I sell this position?" You get an estimate before you sell, so it factors into your decision instead of showing up on your tax return.
Each question works the same way. You ask in plain English, and Claude answers from your actual accounts.
See Your Spending and Your Portfolio in One Conversation# permalink to this section
Ask Claude: "Can I afford to invest more this month?"
A tool that only tracks your investments can't answer that, because it never sees your bank account too. Claude can, since it already has your checking account, your bills, and your portfolio in view. It looks at what's left over after rent and your regular expenses, compares that to what you're already contributing, and tells you whether you have room to put more into your 401(k) or your brokerage account.
Why Ask Claude Instead of Checking Five Different Apps?# permalink to this section
Right now, most people piece together their financial picture from a bank app, a brokerage app, a 401(k) portal, and a spreadsheet they update twice a year, if that. Most AI finance tools have the same gap: they see your bank account, or they see your investments, rarely both. OpenBudget connects both, so Claude can answer questions that actually need the full picture, and you can ask it instead of checking five apps.
Connect your investment accounts today and start asking Claude about your money.
OpenBudget connects your bank and investment accounts to Claude via MCP, syncing everything automatically so every financial question gets answered using your real data.
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