• VALUATION
  • ASSETS
  • SUMMARY
  • HUMAN

How to monitor fund and portfolio performance with your AI

Connect Dynamo Software to your AI client to pull real-time fund data. Once connected, your agent handles the data retrieval so you can focus on the numbers.

Ask AI about this page

Short answer

How can I monitor my funds and portfolios with AI?

Your agent uses Dynamo Software to identify high-valuation funds and count assets within your portfolios. You get immediate visibility into your holdings through simple chat commands. This process yields several specific outcomes.

Data outcomes

Where your data lands.

Your agent processes your requests into these specific results.

VALUATION

High-value fund lists

The AI identifies funds that meet your specific valuation criteria. You get a direct list of your most valuable holdings.

ASSETS

Portfolio asset counts

Your agent calculates the total number of assets in your portfolios. This helps you track concentration at a glance.

SUMMARY

Portfolio snapshots

The AI aggregates data from across your Dynamo portfolios. You receive a clear overview of your current asset distribution.

HUMAN

Manual review

You verify the AI's findings against your primary records. This ensures the data matches your specific reporting requirements.

The workflow

What your AI does when the request arrives.

Your agent acts as the bridge between your chat and your Dynamo Software data.

  1. Find top funds

    The agent scans your records to find funds that hit your valuation targets.

    list_high_valuation_funds

  2. Access portfolios

    Your AI pulls the list of portfolios you want to inspect.

    list_dynamo_portfolios

  3. Count assets

    The agent looks inside the selected portfolios to tally the assets.

    list_dynamo_portfolios

  4. Present data

    The AI organizes the fund and asset information into a readable response.

    list_high_valuation_funds

Try it

Copy these to start.

Use these prompts to get started.

Starting points

These are opening lines. Replace the specific fund or portfolio names with your own.

Dynamo Software Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_7YTBIbj3tFQd4GtNiuQDmWeaPRwks6AhiswIo24J/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 — Dynamo Software capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dynamo-software-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_7YTBIbj3tFQd4GtNiuQDmWeaPRwks6AhiswIo24J/mcp"
    }
  }
}
Copy into chat04

  • Show me the high-valuation funds in Dynamo Software.

  • List my Dynamo portfolios and the asset count for each.

  • Which funds in my Dynamo account have the highest valuations?

  • How many assets are currently in my main investment portfolios?

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

Start here

Connect Dynamo Software once, then ask.

Link your account once and your credentials stay encrypted. The full list of available actions is on the Connector page.

Connect Dynamo Software to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my fund valuations?

    No. The AI can only read data. It cannot edit or update any records in Dynamo Software.

  • 02

    Can I use this with Claude or Cursor?

    Yes. You can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 03

    Does the AI delete any of my portfolios?

    No. The AI has no capability to delete or remove data from your account.

  • 04

    Can the AI add new assets to my portfolios?

    No. The tools only allow the AI to list existing funds and portfolios.

  • 05

    Does Vinkius store my Dynamo login?

    No. Vinkius manages the connection securely so your credentials stay encrypted.

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

Connect Dynamo Software to Claude, Cursor, ChatGPT & more