• TOTAL VALUE
  • ASSET MIX
  • TRENDS
  • HUMAN

How to monitor net worth and investments with your AI

Connect Open Finance Brasil once. From then on, your AI handles the math and the tracking.

Ask AI about this page

Short answer

How can I track my net worth using AI?

Your AI pulls live data from your Brazilian bank accounts and investment portfolios to calculate your total value. You get a single view of your assets without manual entry. This setup gives you a clear breakdown of your current financial position.

The outcomes.

Where your data lands.

The AI processes your financial information into these specific views.

TOTAL VALUE

Consolidated net worth

The AI aggregates all your balances and holdings. You get a single number representing your total wealth.

ASSET MIX

Portfolio distribution

The AI categorizes your holdings by type. You see exactly how much you have in cash versus investments.

TRENDS

Growth tracking

The AI compares current balances against previous snapshots. You can see if your wealth is moving up or down.

HUMAN

Manual adjustments

The AI cannot account for physical assets like real estate or jewelry. You must provide those values yourself.

The workflow

What your AI does when the data arrives.

The AI uses specific tools to bridge the gap between your bank and your chat interface.

  1. Fetch bank balances

    The AI reaches into your connected Brazilian accounts to pull current liquid balances.

    get_accounts

  2. Pull investment data

    The AI retrieves your specific stock, bond, or fund holdings.

    get_investments

  3. Calculate totals

    The AI sums every account and investment to find your net worth.

    get_accountsget_investments

  4. Analyze allocation

    The AI looks at the ratio of cash to investments to check your risk profile.

    get_investments

Try it

Copy these to start.

Paste these directly into your chat to begin.

Starting points

These are basic ways to start. You can swap in specific account names or asset types if you want more detail.

Open Finance Brasil Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_Lfjwz0NmbvWhMzw0d09Epsu6VeScimAHdMdiKzCW/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 — Open Finance Brasil capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "open-finance-brasil-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Lfjwz0NmbvWhMzw0d09Epsu6VeScimAHdMdiKzCW/mcp"
    }
  }
}
Copy into chat04

  • What is my total net worth right now?

  • Show me a breakdown of my investment holdings.

  • How much cash do I have across all my accounts?

  • Compare my current investment balance to my total account balance.

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

Start here

Connect Open Finance Brasil once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Open Finance Brasil to your AI

FAQ

How this task behaves.

  • 01

    Can the AI move money between my accounts?

    No. The AI can only read your data. It cannot execute transfers or make trades.

  • 02

    Does the AI see my transaction history?

    No. These tools only provide current account balances and investment holdings.

  • 03

    Is my banking login shared with the AI?

    No. Your credentials are encrypted and handled securely through the Vinkius platform.

  • 04

    Can I track my crypto wallets?

    No. The AI only sees what is available through the Open Finance Brasil connection.

  • 05

    How often does the data update?

    The AI pulls fresh data every time you ask a question using the tools.

  • More questions about Open Finance Brasil? The Connector page answers them. See everything the Open Finance Brasil Connector can do

Connect Open Finance Brasil to Claude, Cursor, ChatGPT & more