Generate Engaging Slides For Portfolio Reviews

Manually creating PowerPoint slides for portfolio reviews and other reporting activities is time-consuming and error-prone. With Standard Metrics MCP, Claude, and a PowerPoint connector, investors can now automate this entire process with a single prompt. Portfolio data will sync directly from Standard Metrics into a ready-to-use, digestible slide that you can continue to refine as needed.

 

How to set this up

Tools

• Claude
• Standard Metrics MCP. See here for set up details.
• A PowerPoint connector in Claude

 

Prompt used in the video:

Based on data in Standard Metrics, create a PowerPoint slide with key details on all the investments I made last quarter.

 

Tips

• Give Claude past presentations your team has created to inform formatting.