• DATA
  • VALUATION
  • REPORTING
  • HUMAN

How to audit portfolio valuations with your AI

Connect ARGUS Cloud to your agent to pull real-time asset data and valuation metrics across your entire portfolio.

Ask AI about this page

Short answer

How can I audit my portfolio valuations using AI?

Your AI uses ARGUS Cloud to pull asset counts and specific valuation figures from every portfolio you manage. It identifies discrepancies and aggregates data for your reports. You get a clear view of your holdings and any valuation gaps.

Audit outcomes.

Where your data lands.

The AI organizes your data into these specific results.

DATA

Aggregated asset counts

The AI pulls total asset counts across all portfolios to give you a high-level view of your holdings.

VALUATION

Specific valuation checks

Your agent pulls individual asset values to compare against your internal records or benchmarks.

REPORTING

Ready-to-use summaries

The AI compiles the requested data into a structured format you can drop straight into a report.

HUMAN

Discrepancy review

The AI flags where numbers don't match, leaving the final decision and correction to you.

The workflow

What your AI does when the data arrives.

The AI handles the heavy lifting of querying the database so you don't have to click through menus.

  1. Identify portfolios

    The AI scans your account to find all available portfolio identifiers.

    list_portfolios

  2. Retrieve portfolio details

    Once it finds the right group, the AI pulls the specific data for that portfolio.

    get_portfolio

  3. Pull asset data

    The AI drills down into individual assets to grab the exact valuation metrics you need.

    get_asset

  4. Compare and flag

    The AI compares the pulled values against your instructions to find mismatches.

    get_asset

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are starting points. Swap out the portfolio names or asset types for your actual data.

ARGUS Cloud Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_Thard86hE4YmlpTM3Rcm9qPnPBhnEYOIZmZB1ljJ/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 — ARGUS Cloud capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "argus-cloud-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Thard86hE4YmlpTM3Rcm9qPnPBhnEYOIZmZB1ljJ/mcp"
    }
  }
}
Copy into chat04

  • List all my portfolios in ARGUS Cloud and tell me the total asset count for each.

  • Get the valuation for the 'Sunset Plaza' asset in my 'Commercial Core' portfolio.

  • Compare the asset counts across all my portfolios and highlight any that have fewer than 10 assets.

  • Pull the valuation data for all assets in the 'Industrial Growth' portfolio and summarize it in a table.

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

Start here

Connect ARGUS Cloud once, then ask.

Just link your account via the Vinkius dashboard. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect ARGUS Cloud to your AI

FAQ

How this task behaves.

  • 01

    Can my AI change asset values in ARGUS Cloud?

    No. The AI can only read data. It cannot modify, delete, or update any valuations or asset information.

  • 02

    Will the AI automatically send reports to my email?

    No. The AI generates the data and summaries within your chat interface. You decide when and where to send them.

  • 03

    How does the AI know which portfolio to look at?

    It uses the list of portfolios it finds to identify the correct IDs before pulling specific asset details.

  • 04

    Can I audit assets that aren't in ARGUS Cloud?

    No. The AI only has access to the data provided through the ARGUS Cloud connection.

  • 05

    Does the AI handle the actual valuation math?

    The AI pulls the existing valuation data from the system. It can perform secondary math on those numbers if you ask it to, but it doesn't create the primary valuations.

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

Connect ARGUS Cloud to Claude, Cursor, ChatGPT & more