Evibe Portfolio

What can you do with Evibe Portfolio MCP?

- Portfolio snapshot— Ask for a full overview of any portfolio viaget_portfolio, including totals, metrics, holdings, and allocation.
- Performance & risk analysis— Queryget_portfolio_performancefor TWR, CAGR, volatility, beta, Sharpe, Sortino, max drawdown, and concentration.
- Dividend tracking— Useget_portfolio_dividendsto see executed, declared, and estimated dividends with dates and amounts for a given year.
- Upcoming events— Checkget_upcoming_eventsfor earnings and ex-dividend dates of symbols you hold or watch.
- Market screening— Screen the market by market cap, P/E, dividend yield, sector, or country withscreen_symbols.
- Symbol research— Pull identity and grouped fundamentals (valuation, profitability, growth, momentum) for any stock, ETF, or crypto viaget_symbol.

Evibe gives you your own private, read-only MCP server. Connect your favorite AI assistant and ask it about your real holdings, performance, dividends and the wider market — in plain language, grounded in your actual numbers.

Your private MCP endpointmcp.evibe.com/u/•••

The Model Context Protocol (MCP) is an open standard that lets an AI assistant call external tools to read real data. Evibe ships a hosted MCP server with 19 read-only tools, so an assistant like ChatGPT, Claude or Gemini can look at your live portfolio and the market — and answer questions about them. It is one of the first portfolio MCP servers you can connect to a mainstream AI assistant, and it is neutral across every broker you link.

The assistant can read your data and reason about it — it can never place a trade, move money or change anything in your account.

Every figure is computed by Evibe and handed to the model, so it reports your actual P&L instead of estimating it. No hallucinated numbers.

Evibe sees every account you connect, so your assistant gets your whole picture — not one broker’s slice of it.

The MCP server connects to your own Evibe portfolio, so it needs an Evibe account. New accounts include a 7-day free trial.

In Evibe, open Settings → AI & MCP to generate your personal, read-only MCP endpoint. It is unique to you and can be turned off at any time.

Add the endpoint to ChatGPT, Claude or Gemini as a custom connector / MCP server, and authorize the read-only connection.

Ask your assistant anything about your holdings, performance, dividends, allocation or the market. It answers from your live data.

Your assistant answers from your real, live portfolio.

“How exposed am I to tech, and what’s my dividend income this year?”

“How did my dividends grow year over year?”

“Summarize how my portfolio performed this quarter.”

“Which of my holdings report earnings in the next two weeks?”

“Is my biggest position expensive versus its sector?”

Everything the assistant can read, grouped by what it covers.

— Your positions, performance and allocation.

List your portfolios with their base currency.

A full snapshot of one portfolio: totals, metrics, holdings and allocation.

Every position with value, weight, cost basis, unrealized P&L and key fundamentals.

Performance & risk: TWR, CAGR, volatility, beta, Sharpe, Sortino, max drawdown, concentration.

Allocation broken down by sector, country, currency and asset type.

The same snapshot for your combined wealth across every portfolio.

— Dividends, income, transactions and what’s coming up.

Dividends for a year — executed, declared and estimated — with dates and amounts.

Non-dividend income such as interest, staking and rent, with dates and amounts.

Your transactions, newest first, paginated.

Upcoming earnings and ex-dividend dates for the symbols you hold or watch.

Your watchlists and the symbols on them.

— Look up any symbol, screen the market, reconcile currencies.

Find any stock, ETF, crypto, index or forex pair by ticker or name.

Identity and grouped fundamentals: valuation, profitability, leverage, cash flow, growth, momentum, quality.

Daily OHLCV price history, up to 400 days.

Quarterly earnings, pre-analyzed: actual vs estimate, surprise, YoY, beat streak, next report date.

A symbol’s dividend history and profile: yield, payout, 1/3/5-year growth and streaks.

Median sector or industry P/E, to judge whether a holding is rich or cheap versus peers.

Screen the market by market cap, P/E, dividend yield, sector, country and more.

The exchange rate between two currencies, on any date.

Every tool is read-only and returns numbers computed by Evibe’s engine. Nothing here can trade, transfer funds or modify your account.

Your data stays yours. The connection only ever reads.

The connection can read your data and nothing else — it cannot trade or move money.

Turn your endpoint off from inside Evibe whenever you want, and the access is gone.

Figures come from Evibe’s engine, not the model’s guesswork, so answers stay accurate.

Broker connections are read-only through Plaid — Evibe never sees your credentials and never sells your data.

Which AI assistants can connect to Evibe?

Any assistant that supports the Model Context Protocol, including ChatGPT, Claude and Gemini. You add Evibe as a custom connector or MCP server, and the assistant can then read your portfolio and market data.

Can the assistant trade or move my money?

No. Every Evibe MCP tool is read-only. The assistant can read your holdings, performance and market data and reason about them, but it can never place a trade, transfer funds or change anything in your account.

Will the AI make up numbers about my portfolio?

No. Every figure is computed server-side by Evibe and handed to the assistant, so it reports your real numbers instead of estimating them. That removes the usual hallucinated-P&L problem.

Yes. The MCP server connects to your own Evibe portfolio, so it requires an Evibe account. New accounts include a 7-day free trial.

Your portfolios, holdings, performance, allocation, dividends, income, transactions and watchlists, plus market data and fundamentals for any symbol — 19 read-only tools in total.

Yes. The connection is read-only and you can revoke it at any time. Bank connections run through Plaid read-only, so Evibe never sees your banking credentials and never sells your data.

Track everything in Evibe — native on iPhone, iPad, Apple Watch and Mac — then ask your favorite assistant about it. 7-day free trial.

Evibe provides market information and portfolio-tracking tools, not investment, tax, or legal advice, and is not a broker-dealer.

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