• RETURNS
  • ALLOCATION
  • DETAILS
  • HUMAN

How to analyze portfolio performance with your AI

Connect Addepar to your AI client to turn raw holdings data into instant performance insights. You'll move from manual data exports to direct conversational analysis.

Ask AI about this page

Short answer

How can I analyze portfolio performance with my AI?

Your AI pulls real-time analytics and specific position details directly from Addepar. You can immediately check client returns, asset distribution, and individual holdings without manual exports. This setup gives you a clear view of how specific assets are driving overall performance.

The results you get.

Where your insights land.

The AI processes your requests and organizes the data into these specific outcomes.

RETURNS

Performance snapshots

The AI calculates and summarizes client returns. You get a clear picture of how portfolios are performing against benchmarks.

ALLOCATION

Asset distribution maps

Get a breakdown of how capital is spread across different asset classes. This helps you spot concentration risks instantly.

DETAILS

Granular position data

Drill down into specific holdings to see exactly what is inside a portfolio. You'll see the individual components driving the numbers.

HUMAN

Strategic decisions

The AI provides the data, but you decide how to rebalance or advise clients. You use these insights to drive your actual investment strategy.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your Addepar accounts and your chat interface.

  1. Fetch performance metrics

    The AI pulls the latest return data and performance stats for the requested portfolios.

    get_portfolio_analytics

  2. Inspect specific holdings

    It looks up the exact composition of a portfolio to see individual assets.

    get_position_details

  3. Calculate distributions

    The AI uses the retrieved analytics to group assets by type or sector.

    get_portfolio_analytics

  4. Summarize findings

    It translates the raw numbers into a readable summary of performance and risk.

    get_portfolio_analyticsget_position_details

Try it

Copy these to start.

Use these prompts to trigger the Addepar tools immediately.

Starting points

These are templates. Swap out the specific client names or asset classes to match your actual Addepar setup.

Addepar Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_xhXTKZssqbvmgBfy0qNpUiKQBZyyelzjyYRIm7Ml/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Addepar capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "addepar-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_xhXTKZssqbvmgBfy0qNpUiKQBZyyelzjyYRIm7Ml/mcp"
    }
  }
}
Copy into chat04

  • Show me the performance analytics for the Smith Family portfolio.

  • What is the current asset distribution for my high-net-worth client accounts?

  • Get the position details for the Growth Fund to see our largest holdings.

  • Compare the returns of my tech-heavy portfolios against the benchmark.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Addepar once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted, and you can start asking questions in your preferred AI client immediately.

Connect Addepar to your AI

FAQ

How this task behaves.

  • 01

    Can the AI execute trades in Addepar?

    No. The AI can only read performance and position data. It cannot move money or place orders.

  • 02

    Does the AI change my Addepar settings?

    No. The tools are read-only. Your Addepar configuration remains untouched.

  • 03

    Is the data real-time?

    The AI pulls the most recent data available through the Addepar API at the moment you ask.

  • 04

    Can I use this to generate client reports?

    The AI can summarize the data for you, but you'll need to copy that text into your own reporting software.

  • 05

    Can the AI see all my accounts?

    The AI can only see the data you have permission to access within your Addepar instance.

  • More questions about Addepar? See everything the Addepar Connector can do

Connect Addepar to Claude, Cursor, ChatGPT & more