$ loading_
Read Indexa Capital portfolio, account, performance, transaction, and fee data.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "indexa-capital-mcp-server" yet — see the docs or source repo.
Please fetch my Indexa Capital portfolio summary, including total assets, market value changes, current allocation, and recent performance, and present it in a clear list.
A portfolio overview showing asset size, allocation percentages, and recent returns.
Please retrieve my Indexa Capital transactions from the last 3 months, sort them by date, and label each contribution, withdrawal, or rebalance with amount and date.
A date-sorted transaction list that makes cash movements easy to review.
Please retrieve my Indexa Capital account fees and investment performance, summarizing management fees, other charges, and one-year returns, and highlight the main changes.
A concise fees and performance summary showing cost structure and investment returns.
Analyze trading setups across IDX, forex, and crypto markets without execution.
Access stock quotes, historical data, and technical indicators through MCP.
Lets Claude read and screenshot TradingView charts for read-only technical analysis.
Connect IBKR account, positions, orders, and market snapshots to AI assistants.
Index and search Claude Code conversation history locally with private semantic retrieval.
Turn financial documents into investment briefs with search, comparison, and risk analysis.