Where does Claude get my holdings from?

From your aftermarkets portfolio. Sync a broker (Zerodha, Groww, Dhan, Angel One, or Upstox) or upload a holdings CSV on the Portfolio page first. Your API key links the conversation to your account.

Can Claude sell or rebalance for me?

No. The connection is read-only for holdings. It can flag positions and reason about concentration, but there is no trade execution of any kind.

Can it change my watchlist and alerts?

Yes, when you ask. It can add or remove watchlist symbols and create or delete price and signal alerts on your behalf. It never does this unprompted.

after·markets

Workflow Playbooks·Intermediate·3 min readPro

Reviewing your portfolio and watchlist with Claude

Ask 'How is my portfolio doing?' and get live P&L, per-holding conviction, concentration risk, and flagged positions. Plus watchlist reviews and alert management from the same chat.