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Date Published

March 18, 2026

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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.

 

Automate your portfolio reporting

Find out how you can:

  • Collect a higher volume of accurate data
  • Analyze a robust, auditable data set
  • Deliver insights that drive fund performance