• EXPOSURE
  • CASH
  • ANALYSIS
  • HUMAN

How to audit portfolio holdings with your AI

Connect lemon.markets to your AI client to pull live data from your brokerage account. Once connected, you can query your positions and balances using plain English.

Ask AI about this page

Short answer

How do I audit my portfolio holdings with my AI?

Your AI pulls live data directly from lemon.markets to show you what you own and how much cash you have. You get a clear breakdown of your current market exposure and account status.

The results.

Where your data lands.

The AI processes your requests by pulling specific data points from your brokerage account.

EXPOSURE

Live position tracking

The AI identifies every active trade in your account. You get a list of what you're holding right now.

CASH

Balance monitoring

Your agent checks your available funds. This helps you know exactly how much buying power you have left.

ANALYSIS

Risk assessment

The AI looks at your total holdings to help you see where you are over-concentrated. You can then decide if you need to rebalance.

HUMAN

Manual execution

The AI only reads your data. You still have to log in to lemon.markets to actually place trades or move money.

The workflow

What your AI does when you ask for a portfolio update.

The AI acts as a bridge between your chat interface and your brokerage data.

  1. Fetch account status

    The AI checks your total account value and available cash. This provides the baseline for your audit.

    get_brokerage_account

  2. Identify holdings

    The agent scans your account for every open position. It builds a list of what you currently own.

    list_active_positions

  3. Calculate exposure

    By looking at your positions and account balance, the AI calculates your concentration in specific assets.

    list_active_positionsget_brokerage_account

  4. Report findings

    The AI translates the raw data into a readable summary. You get a plain English explanation of your portfolio.

    list_active_positions

Try it

Copy these to start.

Use these prompts to begin auditing your account.

Starting points

These are basic questions. You can add specific tickers or asset classes to make them more precise.

lemon.markets Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_boxOQSHLRpMxNal00R6KOItx5qSyf1Bzpkk99tmS/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 — lemon.markets capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "lemonmarkets-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_boxOQSHLRpMxNal00R6KOItx5qSyf1Bzpkk99tmS/mcp"
    }
  }
}
Copy into chat04

  • What are my current active positions?

  • How much cash do I have in my brokerage account?

  • Show me a summary of my market exposure.

  • Which of my holdings has the largest position size?

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

Start here

Connect lemon.markets once, then ask.

Follow the link to authorize the connection. Your login credentials stay encrypted and are never visible to the AI client.

Connect lemon.markets to your AI

FAQ

How this task behaves.

  • 01

    Can my AI place trades for me?

    No. The AI can only read your position and balance data. You must use the lemon.markets platform to execute trades.

  • 02

    Is my brokerage login safe?

    Yes. Vinkius manages the connection securely. Your actual login details are never shared with the AI client.

  • 03

    Can the AI change my account settings?

    No. The available tools only allow the AI to retrieve information. It cannot modify your account or settings.

  • 04

    Does the AI see my transaction history?

    No. The AI only has access to your current active positions and your current account balance.

  • 05

    How often does the data refresh?

    The AI pulls fresh data from the brokerage every time you ask a question.

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

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