• TRENDS
  • STATUS
  • LISTS
  • HUMAN

How to track portfolio valuations with your AI

Connect DecileHub to your AI client once. From there, your agent pulls the specific company data and valuation history you need to monitor your holdings.

Ask AI about this page

Short answer

How can I track my portfolio valuations with AI?

Your AI client pulls historical valuation marks and current company data to monitor your investment health. You get a clear view of performance trends and company status through direct data retrieval. Here is the breakdown of how it works.

The outcomes.

Where your data lands.

The AI organizes the information it pulls into these specific results.

TRENDS

Historical valuation tracking

The AI pulls past valuation marks to show how a company's value has changed over time.

STATUS

Current company health

Your agent fetches the latest company data to give you an immediate snapshot of your holdings.

LISTS

Portfolio company summaries

The AI generates a clean list of all companies in your portfolio for quick review.

HUMAN

Manual decision making

The AI provides the raw data and trends, but you decide which investments to exit or double down on.

The workflow

What your AI does when the data arrives.

The AI acts as the bridge between your investment data and your chat interface.

  1. Identify holdings

    The AI first identifies which companies are currently in your portfolio.

    list_portfolio_companies

  2. Fetch company details

    It pulls specific, up-to-date information for any individual company you ask about.

    get_company

  3. Retrieve valuation history

    The agent pulls the historical valuation marks needed to calculate growth or decline.

    list_valuations

  4. Synthesize insights

    The AI combines the company data and valuation history into a single response for you.

    get_companylist_valuations

Try it

Copy these to start.

Use these prompts to begin interacting with your data.

Starting points

Replace the company names with the specific ones in your portfolio.

Decile Hub Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_BAhHazjHsdjiZ42tKPTVf776KJCurfSnc34gnFuj/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 — Decile Hub capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "decilehub-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_BAhHazjHsdjiZ42tKPTVf776KJCurfSnc34gnFuj/mcp"
    }
  }
}
Copy into chat04

  • List all the companies in my portfolio.

  • Show me the historical valuation marks for Acme Corp.

  • Get the current company data for Globex Inc.

  • Compare the latest valuation of Stark Industries to its previous mark.

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

Start here

Connect DecileHub once, then ask.

One connection links your data to your AI client. Your login credentials stay encrypted and secure on our side.

Connect DecileHub to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my valuation data?

    No. The AI can only read and retrieve data. It cannot modify, delete, or add new valuation marks.

  • 02

    Does the AI update my portfolio automatically?

    No. The AI retrieves the data that exists in DecileHub. It does not perform write operations to your records.

  • 03

    Can I ask for specific company details?

    Yes. You can ask for data on any company currently listed in your portfolio.

  • 04

    Will the AI suggest when I should sell a company?

    The AI provides the data and trends, but it does not provide financial advice or tell you what to do with your investments.

  • 05

    How does the AI know which companies are mine?

    It uses the list of companies provided by your DecileHub account to identify your specific portfolio.

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

Connect Decile Hub to Claude, Cursor, ChatGPT & more