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Antevo

Antevo MCPPortfolio

Ask your AI about
your own portfolio.

Not a spreadsheet you paste in and re-paste next month. A connector that reads your book where it already lives, so the answer is current and says where it came from.

What it can tell you

01 / What it can tell you

“What changed in my portfolio, and what is driving it?”Market value, cost basis and unrealised P&L, with the allocation behind it.
“What is my total AUM?”Cash-inclusive and FX-converted, with its reporting currency and valuation date.
“Where am I concentrated?”Concentration and correlation across the book, not one account at a time.
“How far have I drifted from my model?”Drift against target allocation, per portfolio.
“What do I hold beyond listed securities?”Property, vessels, aircraft, art and collections, valued and dated.
“Do I have open compliance breaches or unread alerts?”UCITS and FINMA breach records for the household.
“What is on my calendar?”Dated events ahead, and what each one bears on.

02 / How it works

One address. One sign-in.

Antevo Wealth speaks MCP, the protocol Claude, ChatGPT, Cursor and others use to reach outside tools. You add one address, sign in once, and your assistant can read your household directly.

https://api.antevo.ch/mcp/wealth/mcp

Read-only, and scoped to you. No tool on this connector can create, modify or delete anything. It cannot place a trade or move money. Every answer is scoped to your own household and carries its source and its date. Sign-in is passwordless: a one-time code, not a stored credential.

Set it up in ClaudeSet it up in ChatGPT

03 / Try it before you sign in

Two connectors are public. Start there.

See how the tools behave before connecting anything of your own.

https://api.antevo.ch/mcp/executive/mcp

Markets, the daily read, risk radar and macro history for roughly 180 countries, no account. Ask it what happened today, then decide whether you want the same treatment for your own book.

About Antevo WealthAll connectors

A familiar conversation.
A fuller understanding.

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