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View consolidated B3 portfolio holdings, net worth, and asset details quickly.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "Investidor B3" MCP server from askskill: Run: claude mcp add --transport http 'io-github-mcp-dir-b3-mcp' 'https://api.mcp.ai/p_b3'
Summarize my current B3 portfolio holdings by asset class and individual asset, including quantity, market value, and allocation percentage, and highlight the top 5 positions.
A holdings overview grouped by asset class and asset, with the top five positions highlighted.
Calculate the current total net worth of my B3 portfolio and break down the value and percentage by stocks, funds, and other assets.
The tool returns total portfolio net worth with value and percentage by asset type.
Retrieve the transaction history for a specific asset in my B3 account, listing buy and sell details by date and summarizing trade count and net purchases.
A chronological transaction list for the asset, plus trade count and net purchase summary.
Track an agent's portfolio value, PnL, balances, trades, and signed transfers.
Manage portfolios, fetch market data, scan markets, and place trades across brokers.
Connect Banrisul to AI for balances, statements, cards, and investments.
Connect BTG Pactual to AI for balances, statements, cards, and investments.
Access Brazilian Central Bank time-series data for analysis and research.
Track net worth, manage financial goals, and improve asset allocation decisions.