Public Holdings
Bring your Public investment portfolio directly into Claude. With this connector, you can check your holdings, research assets, and preflight trades across equities, options, bonds, and crypto—all from inside Claude. There are no commissions, and you can earn rebates on every stock and ETF options contract you trade. Bypass the friction of switching apps, and execute your entire investing strategy with simple prompts in plain English.
Connection details
35 tool names reported
Source-declared tools. Availability can depend on the connection and permissions; these are not runtime test results.
Claude connector directory ↗ · Observed 2026-11-01 · Completeness not established
check_setupget_accountsget_all_instrumentsget_bond_detailsget_current_eventget_event_categoriesget_event_contract_barsget_event_detailsget_event_summaryget_historyget_instrumentget_option_chainget_option_expirationsget_option_greekget_option_greeksget_orderget_ordersget_portfolioget_price_historyget_quotesget_strategy_quoteget_tax_lotsget_tax_lots_csvget_tax_lots_for_symbolpreflight_buy_event_contractpreflight_call_credit_spreadpreflight_call_debit_spreadpreflight_multileg_orderpreflight_orderpreflight_put_credit_spreadpreflight_put_debit_spreadpreflight_short_ordersearch_bondssearch_orderswait_for_settlement
Sources and provenance
- Claude connector directoryClaude tier: partner · Observed
Grouping basis: endpoint. Exact endpoints or package sets can be grouped automatically; other relationships require evidence review. This does not verify publisher affiliation, connection health, or equivalent capabilities.