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Query Easy Equities and Satrix holdings, valuations, and transactions in natural language.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "easy-equities-mcp" yet — see the docs or source repo.
Summarize all current holdings in my Easy Equities and Satrix accounts, grouped by account with asset name, quantity, current value, and portfolio weight.
A holdings summary grouped by account, including quantity, market value, and portfolio allocation.
List all transactions from my Easy Equities and Satrix accounts over the last 90 days and summarize them by buys, sells, and dividends.
A recent transaction report with detailed entries and categorized totals for account activity.
Compare the total valuation of my Easy Equities and Satrix accounts between the start of this month and now, and explain the main drivers of change.
A valuation comparison showing the main holdings or transactions driving the change.
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