• LIVE DATA
  • ESTIMATES
  • REPORTING
  • HUMAN

How to track portfolio valuations with your AI

Connect AEGIS Hedging to your AI client once. From then on, you can pull live market data and settlement numbers through simple chat.

Ask AI about this page

Short answer

How can I track my portfolio valuations with AI?

You ask your AI for specific Mark-to-Market or settlement figures, and it uses the AEGIS Hedging MCP to pull that data. You get live updates and estimates without opening a separate dashboard. Here is what you can do with this connection.

The outcomes.

Where your data lands.

The AI pulls information from AEGIS Hedging and delivers it directly to your chat window.

LIVE DATA

Real-time MTM values

The AI fetches current Mark-to-Market numbers. You get the exact valuation for your specific positions immediately.

ESTIMATES

Settlement projections

Your agent calculates expected settlement amounts based on current market conditions. This helps you plan cash flows.

REPORTING

Instant status updates

The AI translates raw data into a readable summary of your portfolio health. You get the high-level view without manual math.

HUMAN

Manual trade execution

The AI only reads and reports data. You still need to log in to your trading platform to actually execute trades or change positions.

The workflow

What your AI does when you ask for valuations.

The AI acts as a bridge between your chat interface and your hedging data.

  1. Fetch current values

    When you ask for a valuation, the AI reaches into AEGIS Hedging to pull the latest Mark-to-Market figures.

    get_valuations

  2. Calculate settlements

    The AI processes the retrieved data to estimate what your upcoming settlements will look like.

    get_valuations

  3. Summarize positions

    The agent organizes the raw valuation numbers into a clear summary of your current exposure.

    get_valuations

  4. Identify outliers

    The AI can pinpoint specific positions where the MTM deviates from your expected levels.

    get_valuations

Try it

Copy these to start.

Use these prompts to begin interacting with your hedging data.

Starting points

These are just examples. Swap out the specific portfolio names or asset types to match your actual holdings.

AEGIS Hedging Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_6922L37aYlxbUr7v2J2BHeWaoT8jrptmFDkPbAzv/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 — AEGIS Hedging capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "aegis-hedging-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_6922L37aYlxbUr7v2J2BHeWaoT8jrptmFDkPbAzv/mcp"
    }
  }
}
Copy into chat04

  • What is the current Mark-to-Market value for my USD/JPY hedge?

  • Show me the estimated settlement amounts for all active positions.

  • Give me a summary of my total portfolio valuation right now.

  • Are there any significant changes in my MTM values for the EUR/USD book?

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

Start here

Connect AEGIS Hedging once, then ask.

Click the link to connect the MCP. Your credentials stay encrypted and secure, and you can start chatting with your data immediately.

Connect AEGIS Hedging to your AI

FAQ

How this task behaves.

  • 01

    Can the AI execute trades for me?

    No. The AI can only read and report valuation data. You must use your primary trading platform to place or change orders.

  • 02

    How often is the MTM data updated?

    The AI pulls the most recent data available through the connector at the moment you ask the question.

  • 03

    Can the AI change my settlement instructions?

    No. The AI is restricted to retrieving information. It cannot modify any settings or instructions within AEGIS Hedging.

  • 04

    Does the AI remember my previous valuation requests?

    The AI's memory depends on your specific AI client, but it can use the context of your current conversation to compare new values to older ones.

  • 05

    Can I ask for valuations for specific asset classes?

    Yes. You can ask for totals, or you can ask for specific breakdowns by currency, instrument, or portfolio name.

  • More questions about AEGIS Hedging? The Connector page answers them. See everything the AEGIS Hedging Connector can do

Connect AEGIS Hedging to Claude, Cursor, ChatGPT & more