POEMS
Your POEMS portfolio, one question away. Ask Claude about your holdings, buying power, margin and realized P&L in plain language, with secure read-only access.
View in the Claude registry- Brand
- Unknown
- Category
- Pending
- Primary Subcategory
- Wealth & Portfolio Tracking Dashboards
Integration details
Description
Stop clicking through screens to understand your money. Connect your POEMS account and just ask. Wondering what your portfolio really looks like? Ask Claude to lay out your holdings across exchanges and unit trusts, with quantities, market values and realized gains or losses, and see at a glance where most of your money sits. About to make a move? Check your available balance, buying power by financing grade, margin and any margin calls in seconds, before you place a trade. Curious how you have actually done? Pull your realized profit and loss month by month, grouped by currency, and spot your biggest wins and losses without touching a spreadsheet. Built for safety. You log in directly with POEMS and your password never reaches Claude. You stay in full control. POEMS is the online trading platform of Phillip Securities in Singapore. Information provided is for reference only and is not investment advice.
- Integration type
- Connector
- Verification status
Community connector- Platform
- Claude
- Category
- Pending
- Primary Subcategory
- Wealth & Portfolio Tracking Dashboards
- Secondary Subcategories
- None listed
- Brand
- Unknown
- Access
- Account required
- First tracked
- 2026-10-29
- Tool count
- 4
- Market
- US
The broad Category that contains the Primary Subcategory.
The Primary Subcategory used for this profile’s headline score.
Other Subcategories where the Integration is listed.
Agent DiscoverabilityClaude Discoverability ScoreClaude 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.
No spam. Unsubscribe any time.
What discovery looks like
Claude can surface verified Connectors when they match a user’s Prompt.
How Claude Connector discovery works
Your Connector will compete to appear for users’ Prompts once Claude verifies it
Competing in Claude Wealth & Portfolio Tracking Dashboards
View Category4 tools agents can invoke
POEMS Claude Connector FAQ
How the directory, categories and Discoverability Score work.
Read the methodologyHow do I improve POEMS'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 POEMS alternatives on Claude?
As of 2026-11-05, POEMS competes with AAWZ, Addepar MCP, Allinvestview, Antevo Wealth, Black Diamond, Bywell, Candour APP, Collation MCP Server and 22 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.