Analyze Portfolio Data From Your Mobile Device

Being able to view and analyze portfolio data from mobile devices is critical for every busy investor. With Standard Metrics MCP and Claude, this is now possible. From portfolio reviews to board meetings, Standard Metrics data is now one prompt away from any device. Pull data on company financials and investment performance in seconds.

How to set this up

Tools

• Claude mobile app (iOS or Android)
• Standard Metrics MCP. See here for set up details.

 

Prompt used in the video:

How much have we invested in [insert company name]?

 

Tips

• Once you add the Standard Metrics MCP to Claude on web, it’s automatically available on mobile too.
• Voice mode pairs really well with this workflow — ask for a briefing hands-free on the way to a meeting.