Instaport

ClaudeCommunityby Instaport LLC

Connect your Instaport portfolio to Claude for read-only portfolio and market research. Explore the portfolio you approve, inspect dated holdings and available summary data, and research stocks, options, funds, crypto, market events, public investor disclosures, news, and watchlists. You choose the data permissions during Instaport sign-in and can disconnect in Instaport Settings. Exact portfolio amounts require separate approval. Results include source dates and coverage where available; missing data stays missing. Requires an eligible Instaport Pro account. The connector cannot place trades or edit your portfolio, and does not expose saved Instaport AI reports.