• GEOGRAPHY
  • ASSET TYPE
  • RISK
  • HUMAN

How to audit portfolio exposure with your AI

Connect Green Street to your agent once. After that, you can ask for specific breakdowns of your holdings by location or asset class.

Ask AI about this page

Short answer

How can I check my portfolio for geographic or property-type concentration?

Your agent pulls your holdings from Green Street and groups them by the specific categories you request. You'll get a clear view of where your capital is concentrated across different markets and sectors.

Where your data lands.

The results of your audit.

The agent processes your Green Street data into these specific views.

GEOGRAPHY

Market concentration maps

The agent uses get_portfolio_breakout to group assets by metro area or state. You'll see exactly which markets hold the most weight in your portfolio.

ASSET TYPE

Property class breakdowns

Get a clear count of your industrial, retail, or multifamily holdings. This helps you spot if a single sector is dominating your exposure.

RISK

Concentration alerts

The agent identifies if any single factor exceeds your target thresholds. You get a direct list of assets that contribute to that specific risk.

HUMAN

Manual decisions

The AI identifies the gaps, but you decide how to rebalance. You retain full control over all final investment decisions and data entries.

The workflow

What your AI does when the data arrives.

The agent handles the heavy lifting of parsing through Green Street records to find patterns.

  1. Data ingestion

    Your agent pulls the raw portfolio list from Green Street to establish a baseline of all current holdings.

    get_portfolio_breakout

  2. Attribute grouping

    The agent organizes every asset into buckets based on the specific criteria you ask for, such as city or sector.

    get_portfolio_breakout

  3. Concentration analysis

    It calculates the percentage of total value held within each group to highlight significant clusters.

    get_portfolio_breakout

  4. Summary reporting

    The agent presents a clean breakdown of these concentrations in your chat interface.

    get_portfolio_breakout

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

These are opening lines. Swap out the bracketed text with your actual portfolio details.

Green Street Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_oLG2aELq1zAv1KbkVsr5EORjV3ruh9yc160QUSZn/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 — Green Street capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "green-street-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_oLG2aELq1zAv1KbkVsr5EORjV3ruh9yc160QUSZn/mcp"
    }
  }
}
Copy into chat04

  • Show me a breakdown of my portfolio by property type using Green Street.

  • How much of my total value is concentrated in the Sun Belt region?

  • List all my industrial assets in the Chicago metro area.

  • Identify any geographic areas where I have more than 15% exposure.

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

Start here

Connect Green Street once, then ask.

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

Connect Green Street to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my data in Green Street?

    No. The agent can only read your portfolio data to perform analysis. It cannot edit, delete, or add records to your Green Street account.

  • 02

    Does the AI automatically rebalance my portfolio?

    No. The AI identifies where your exposure is too high, but you must make all the actual trades or adjustments yourself.

  • 03

    How accurate is the geographic breakdown?

    The accuracy depends entirely on the location data provided in your Green Street portfolio records.

  • 04

    Can I audit specific asset classes individually?

    Yes. You can ask the agent to filter the breakout by any property type available in your data.

  • 05

    Do I need to upload a spreadsheet every time?

    No. Once you connect the Green Street MCP, the agent pulls the data directly from the source whenever you ask.

  • More questions about Green Street? See everything the Green Street Connector can do

Connect Green Street to Claude, Cursor, ChatGPT & more