Pro featureAsk Claude about
Ask Claude about
your portfolio.
Connect FolioTrack to Claude and ask plain-language questions about your holdings, performance, and dividends. Read-only, and revocable anytime.
Sign in to connect →What connecting Claude does
View your portfolios, holdings, and transactions
View performance, gains/losses, and dividend history
Read-only — Claude cannot edit, delete, or add anything to your account
Things you could ask
“What’s my portfolio worth right now?”
“How has my SMSF performed over the last 12 months?”
“What dividends have I received this financial year?”
“What are my largest holdings across all portfolios?”
What happens to your data
Your data is hosted in Australia and never leaves unless you choose to connect a third-party AI assistant (like Claude), in which case the data you ask about is shared with that service. FolioTrack doesn't control what Claude does with data once shared in a conversation. Revoke access anytime from Settings → Connected Apps.