• DATA
  • DETAILS
  • REPORTS
  • HUMAN

How to automate investment data reporting with your AI

Connect your AI to iLEVEL to pull fund and investment data directly. You stop digging through spreadsheets and start asking for the numbers you need.

Ask AI about this page

Short answer

How can I automate my investment data reporting?

Your AI uses iLEVEL tools to fetch specific fund and investment details on demand. This replaces manual data pulls with direct queries for the metrics you need for your reports.

The outcomes

Where your data lands

The AI moves data from iLEVEL into your preferred reporting format.

DATA

Clean fund lists

The AI pulls a structured list of all funds in your portfolio. You get a clean starting point for any report.

DETAILS

Specific investment stats

The AI grabs granular details for individual holdings. This populates the specific line items in your performance decks.

REPORTS

Drafted summaries

The AI organizes the fetched data into a readable summary. You can then move this into a slide deck or email.

HUMAN

Final review

You check the numbers against your internal benchmarks. The AI provides the raw data, but you provide the final sign-off.

The workflow

What your AI does when the data arrives.

The AI handles the heavy lifting of navigating iLEVEL to find the exact numbers you're looking for.

  1. Identify funds

    The AI scans your iLEVEL account to find the relevant funds for your current reporting period.

    list_funds

  2. Locate holdings

    Once a fund is identified, the AI pulls a list of all investments tied to that specific fund.

    list_investments

  3. Extract metrics

    The AI drills down into a single investment to grab the specific performance or capital data required.

    get_investment

  4. Compile report

    The AI aggregates these individual data points into a single coherent response for your review.

    get_investment

Try it

Copy these to start.

Use these prompts to trigger data pulls immediately.

Starting points

Replace the bracketed text with your actual fund names or investment IDs from iLEVEL.

iLEVEL Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_LcOtvpEacxy3WzqGB9uftVzJBR41y8iSspAAaTdI/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 — iLEVEL capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "ilevel-sp-global-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_LcOtvpEacxy3WzqGB9uftVzJBR41y8iSspAAaTdI/mcp"
    }
  }
}
Copy into chat04

  • List all the funds currently in my iLEVEL account.

  • Show me all the investments held within the [Fund Name] fund.

  • Get the specific details for the [Investment Name] investment.

  • Summarize the key metrics for all investments in [Fund Name].

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Start here

Connect iLEVEL once, then ask.

You link your account once. Your credentials stay encrypted, and you can immediately start querying your data through your AI client.

Connect iLEVEL to your AI

FAQ

How this task behaves

  • 01

    Can the AI change data in iLEVEL?

    No. The AI can only read data using the available tools. It cannot edit, delete, or add new records to iLEVEL.

  • 02

    Does the AI handle the actual report formatting?

    The AI gathers the data and can draft a text-based summary. You are responsible for the final formatting in Excel, PowerPoint, or other tools.

  • 03

    Can I pull data for a specific date range?

    The AI pulls the current data available through the investment tools. It does not have a tool to perform historical time-series reconstruction if that data isn't already in the specific investment record.

  • 04

    How does the AI know which fund to look at?

    You tell it. You can either ask for a list of all funds first or name a specific fund in your prompt.

  • 05

    Is my iLEVEL login shared with the AI model?

    No. Your credentials are encrypted and managed by Vinkius. The AI client only sees the data returned by the tools.

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

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