Connect your portfolio to ChatGPT, Claude and Gemini
Generate your own private MCP endpoint and ask any AI assistant about your real holdings — in plain language. Read-only, revocable, and never able to trade.
AI assistants are great at answering questions — but they don't know what you own. So they answer in generalities. Evibe now closes that gap with the Model Context Protocol (MCP).
Your own private endpoint
From inside Evibe you can generate a personal MCP endpoint — a private, secure address that exposes your portfolio context to an AI assistant. Connect it to ChatGPT, Claude, Gemini, or any other MCP-capable client, and the assistant can read your real holdings to answer questions about your situation, not a hypothetical one.
Ask in plain language
Once it's connected, you just ask:
- "How exposed am I to tech right now?"
- "What's my projected dividend income this year?"
- "Which of my positions has run up the most this quarter?"
The assistant reads your actual portfolio and answers in plain language, grounded in your numbers.
Read-only, and under your control
The connection is read-only and entirely yours. You generate it, and you can revoke it at any time. Assistants read your portfolio context — they can never place orders, never move money, never change anything. As with everything in Evibe, this is a window onto your data, not a lever on your accounts.
Informational, not advice
One important note: anything an assistant tells you through this connection is informational, not investment advice. Evibe is a tracker, not a broker and not a financial advisor — and an AI reading your portfolio doesn't change that. Use it to understand what you own; make your own decisions, and talk to a licensed advisor for anything that needs one.
Download Evibe to generate your endpoint.
— The Evibe team