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ClaudeCommunityby Phillip Securities Pte Ltd

Stop clicking through screens to understand your money. Connect your POEMS account and just ask. Wondering what your portfolio really looks like? Ask Claude to lay out your holdings across exchanges and unit trusts, with quantities, market values and realized gains or losses, and see at a glance where most of your money sits. About to make a move? Check your available balance, buying power by financing grade, margin and any margin calls in seconds, before you place a trade. Curious how you have actually done? Pull your realized profit and loss month by month, grouped by currency, and spot your biggest wins and losses without touching a spreadsheet. Built for safety. You log in directly with POEMS and your password never reaches Claude. You stay in full control. POEMS is the online trading platform of Phillip Securities in Singapore. Information provided is for reference only and is not investment advice.

Details

Financial ServicesData Analytics
Listed Nov 4, 2026
by Phillip Securities Pte Ltd
MCP endpoint: https://ai.poems.com.sg/mcp · streamable-http

Available tools (4)

get_account_detailsget_holdingsget_realized_plget_realized_pl_periods