Agent
Discoverability
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Claude Connector

Instaport

Your portfolio plus Congress, top funds, insiders, analysts and social signals, explained by AI.

View in the Claude registry
Category
Finance
Integration details

Description

Power your portfolio with AI. Know what’s moving your investments in minutes, so you can invest better. Connect your Instaport portfolio to Claude for read-only research on every stock, fund, option and crypto you own: what Congress, top fund managers, insiders, analysts and social media are doing, plus news, earnings and economic events. For example: - "Which of my holdings did members of Congress or top funds trade this quarter?" - "What's driving my biggest position this week, and what are analysts saying?" You choose the data permissions during Instaport sign-in and can disconnect in Instaport Settings. Exact portfolio amounts require separate approval. Results include source dates and coverage where available; missing data stays missing. Requires an eligible Instaport Pro account. The connector cannot place trades or edit your portfolio, and does not expose saved Instaport AI reports.

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Wealth & Portfolio Tracking Dashboards

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
Instaport
Access
Account required
First tracked
2026-10-02
Tool count
27
Market
US
Agent DiscoverabilityClaude Discoverability Score

Claude Connector discovery is coming soon

Community Connectors only appear in Claude’s registry.Once verified, organic discovery begins and we can calculate your score.Read more about Community Connector verification.

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What discovery looks like

Claude showing a list of relevant Connectors in a conversation

Claude can surface verified Connectors when they match a user’s Prompt.

Primary Subcategory

Competing in Claude Wealth & Portfolio Tracking Dashboards

View Category
0 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
—AAWZPending VerificationGet notified
—AllinvestviewPending VerificationGet notified
—Antevo WealthPending VerificationGet notified
—Candour APPPending VerificationGet notified
—Collation MCP ServerPending VerificationGet notified
—DeltalytixPending VerificationGet notified
—Envestnet TamaracPending VerificationGet notified
—FinaryPending VerificationGet notified
—Finawaken PortfolioPending VerificationGet notified
—Flanks AggregatePending VerificationGet notified
—FlygaPending VerificationGet notified
—FolionomiqPending VerificationGet notified
—FolioTrackPending VerificationGet notified
—GenTwoPending VerificationGet notified
—HapiPending VerificationGet notified
—IBI SMARTPending VerificationGet notified
—InstaportPending VerificationGet notified
—Plutus | Investment AdviserPending VerificationGet notified
—porticificPending VerificationGet notified
—Production Truthifi MCPPending VerificationGet notified
—Trellia Wealth PartnersPending VerificationGet notified
—ValYouPending VerificationGet notified
Tools

27 tools agents can invoke

Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
FAQs

Instaport Claude Connector FAQ

How the directory, categories and Discoverability Score work.

Read the methodology
How do I improve Instaport's Claude Connector discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Instaport alternatives on Claude?

As of 2026-11-02, Instaport competes with AAWZ, Addepar MCP, Allinvestview, Antevo Wealth, Black Diamond, Candour APP, Collation MCP Server, Deltalytix and 17 more in Claude Wealth & Portfolio Tracking Dashboards, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.