โ† Connection instructions

Investor widgets, in conversation

Standalone component previews in conversation-sized frames. These use the same React components and fixed fixtures as MCP resources; this page is not evidence of a Claude or ChatGPT import.

OverviewHoldingsPerformanceFund information

Show my portfolio balance and allocation.

What do I hold? Let me explore the funds.

How has my portfolio performed?

Compare the example NZ fund with another fund.

Optional combined dashboard

Available when explicitly requested. MCP hosts may offer negotiated fullscreen.