A built-in assistant that answers with your own figures, or your usual assistant connected to your net worth. Both are part of Premium.
In Finvygo
How is my wealth allocated?
Your wealth splits into three main blocks:
In your assistant
Included in Premium, 15 days free when you sign up.
Your figures
How much does my largest holding weigh, and how is it doing?
The markets
How am I doing against the major indices this year?
News on your holdings
What's new this week on my main holdings?
Scenarios
What if markets fell 30%?
Your calendar
Which dividends or maturities are coming in the next 3 months?
Your recaps
Explain my latest recap
Connect your AI assistant to Finvygo. It reads your net worth, answers your questions, and can add a holding, without ever setting its price or touching what you entered yourself.
Copy the Finvygo connector URL
You will paste it into Claude at the next step.
Server URL to paste into your assistant
https://api.finvygo.com/mcpOpen Claude, then Customize
In Claude (desktop or claude.ai), go to Customize, then Connectors. Name it Finvygo and paste the URL.
Open Claude, then CustomizeSign in and ask
Authorize access once, then ask your first question. For example:
Copy the example question "How is my wealth allocated?"
Create my account and askEvery client uses the same URL and the same authorization: it is requested once, in your browser, and can be revoked at any time from your Finvygo settings.
Your assistant can add a holding to your portfolio. It is the only thing it can write, and it only does so from what you have just asked for.
Before any addition, Finvygo prepares a summary and has it displayed in your conversation, as an embedded confirmation panel or as a confirmation request, depending on your client. Until that confirmation comes back, Finvygo writes nothing. If your client can display neither, the addition goes through directly, from the information in your request alone: the asset, the quantity, the date and the account. The price is never the one the assistant proposes, Finvygo uses the closing price it recorded. The holding appears in your portfolio straight away, where you can correct it or delete it.
If your client can display a confirmation, an addition stays reversible through your assistant for fifteen minutes, as long as you have not edited the holding in the meantime. Otherwise the undo is never offered to it: the holding is deleted in the app, at any time.
Your wealth data is hosted in Europe. What your assistant reads is processed by its provider, under its terms; with the built-in assistant or the AI help when importing files, the data needed is processed and temporarily kept by Anthropic, in the United States.
What people ask us most before connecting an assistant.
An assistant built into the dashboard, on the web and in the app. It reads your net worth, the markets and news on your holdings, and answers with your own figures. It is part of Premium, 15-day trial included.
No. It measures and explains: allocation, changes, scenarios, calendar, news on your holdings. It does not recommend buying or selling, does not forecast prices and does not judge your choices.
The assistant relies on Claude, an AI by Anthropic. Your question and the net worth data needed to answer it are sent to Anthropic, in the United States, which processes them for Finvygo and keeps them for a limited time. Finvygo sends neither your name nor your email address, and your conversations stay on your device, except an answer you choose to report.
The built-in assistant answers inside Finvygo, with nothing to set up. The connector gives the assistant you already use, such as Claude or ChatGPT, access to your net worth. Both are part of Premium.
Yes. Finvygo exposes a standard MCP server, and any compatible client, including ChatGPT, can connect to it to read your net worth.
Yes, once the Finvygo connector is added and access is authorized. Claude then queries Finvygo every time you ask a question.
MCP, for Model Context Protocol, is an open standard that lets an AI assistant connect to an outside service. Finvygo exposes one, which saves you from retyping your numbers by hand into a conversation.
Any client that implements MCP with OAuth authorization. Reading works everywhere. Adding additionally requires the write permission to have been granted when connecting; after that, what changes is the way it gets confirmed, depending on whether your client can display an embedded panel, a confirmation request, or neither.
It can read, and add a holding. It cannot change anything you entered yourself, and can only remove the addition it just made, within fifteen minutes and if your client can display a confirmation. It never decides the entry price: either the confirmation comes back to Finvygo with the summary, or Finvygo uses the closing price it recorded.
No, never. Finvygo is declarative: you enter your holdings yourself, no bank connection exists, neither for you nor for your assistant.
From your Finvygo settings, at any time. Access stops immediately. It also expires on its own: after 30 days without use, or after 90 days at the latest.
Yes: the connector is part of Premium, including the 15-day trial. Without Premium, your assistant can connect but gets a refusal on every tool call (read or add); it works again as soon as Premium is active.
Yes. Claude Code, Cursor and other coding agents that implement MCP connect to the same server, with the same OAuth authorization. You add the server URL, approve access in your browser, then query your net worth from your terminal or your editor.
15 days of Premium free when you sign up, no card required.
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