• ALERTS
  • REPORTS
  • LOGS
  • HUMAN

How to monitor investment portfolios with your AI

Connect your brokerage once. From then on, your agent watches your holdings and pings you when specific assets move.

Ask AI about this page

Short answer

How do I track my brokerage holdings with AI?

Your agent uses Plaid Enterprise Banking to pull your current holdings and asset reports. It monitors these positions and notifies you when specific assets change. You'll see how the AI handles your data and alerts below.

The outcomes.

Where your data goes.

The AI processes your financial data into these specific results.

ALERTS

Automated position alerts

The AI watches for specific changes in your holdings. It sends you a message the moment a target asset moves.

REPORTS

Asset report summaries

Your agent reads through asset reports to give you a clear view of your current exposure.

LOGS

Change history tracking

The AI tracks how your portfolio has shifted over time based on the data it pulls.

HUMAN

Manual trade execution

The AI only monitors and reports. You still handle all actual buying and selling through your brokerage.

The workflow

What your AI does when the data arrives.

The AI acts as a continuous observer for your financial accounts.

  1. Fetch account data

    The agent pulls your current account details and balances to establish a baseline.

    get_accounts

  2. Identify holdings

    It looks at the specific assets and positions tied to your accounts.

    get_accounts

  3. Read asset reports

    The AI pulls detailed reports to see exactly what you own and how it's valued.

    get_item_info

  4. Detect changes

    The agent compares new data against previous reports to find discrepancies.

    get_item_info

Try it

Copy these to start.

Use these prompts to begin monitoring your assets.

Starting points

Replace the bracketed text with your specific brokerage name or ticker symbol.

Plaid Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_OVpo1utRpHEAgSzg41MJhcxuyUvnOqpjqRNupmmW/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 — Plaid capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "plaid-enterprise-banking-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_OVpo1utRpHEAgSzg41MJhcxuyUvnOqpjqRNupmmW/mcp"
    }
  }
}
Copy into chat04

  • Check my [Brokerage Name] holdings and tell me my current exposure to tech stocks.

  • Alert me if my position in [Ticker Symbol] changes by more than 5%.

  • Summarize my latest asset report from [Brokerage Name].

  • Watch my [Account Name] account and let me know if any new assets are added.

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

Start here

Connect Plaid Enterprise Banking once, then ask.

Log in through the secure link to sync your accounts. Your credentials stay encrypted, and the full walkthrough lives on the Connector page.

Connect Plaid Enterprise Banking to your AI

FAQ

How this task behaves.

  • 01

    Can the AI execute trades for me?

    No. The AI only reads data and sends alerts. You must log in to your brokerage to place trades.

  • 02

    Does the AI store my login credentials?

    No. Your login information is encrypted and handled by the Connector, not the AI or Vinkius.

  • 03

    How often does it check my portfolio?

    The AI checks your data whenever you ask it to or when you have set up an automated monitoring loop.

  • 04

    Can it delete my brokerage accounts?

    No. The AI has no capability to delete, move, or modify your actual financial accounts.

  • 05

    What happens if my brokerage uses 2FA?

    The Plaid connection handles the authentication process, including 2FA, through the standard secure flow.

  • More questions about Plaid Enterprise Banking? The Connector page answers them. See everything the Plaid Enterprise Banking Connector can do

Connect Plaid to Claude, Cursor, ChatGPT & more