This guide shows you how to connect Claude to Portfolio Lab so it can trade your investment strategies. You add Portfolio Lab as a custom connector in Claude, which takes about two minutes and needs no code.
You need three things:
Claude can now read your Portfolio Lab data, but it still needs to know what to do with them. Open the prompt builder in Portfolio Lab to generate a ready-to-use prompt, paste it into Claude, and Claude can start trading your investment strategies.
Every plan, including free. Free accounts can add one custom connector.
No. Setup is entirely in Claude's settings. You paste a link and enable the connector.
Yes. Custom connectors work across the Claude website, the desktop app, and the mobile apps.
Portfolio Lab's feed is read-only and only provides your Portfolio Lab data. It never places trades. Whether and how your agent places trades depends on the trading tools you connect and your agent's own permission settings, which you control.
Yes. Portfolio Lab only shares a read-only list of your Portfolio Lab data. It never sees your brokerage account, never sees your balances, and never moves your money or places trades. The only thing that can act on your account is the separate trading tool you set up, which stays under your control.
The feed is read-only. Portfolio Lab sends your Portfolio Lab data and nothing else. It cannot see your account, move money, or place trades. Your agent and the trading tools you connect handle execution, and you control their permissions.
Claude is a trademark of Anthropic. Portfolio Lab is not affiliated with, endorsed by, or sponsored by Anthropic.
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Educational & Research Disclosure: The content provided is for informational and educational purposes only and is not intended to constitute investment advice, a recommendation, solicitation, or offer to buy or sell any security. Any discussion of market trends, historical performance, academic research, models, examples, or illustrations is presented solely to explain general financial concepts and does not represent a prediction, guarantee, or assurance of future results. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
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