Folionomiq · in ChatGPT and Claude

Ask your AI about your portfolio. It measures it with us, then explains.

Your AI can talk about a portfolio, but it cannot measure one: it does not have the price history. Add Folionomiq to ChatGPT or Claude once, and when you ask about your funds it asks us for the figures, then explains them in your words. No account, nothing stored.

What you can ask, in your own words

“I hold 60% VTI, 20% VXUS and 20% BND. Is that really spread out?”
How many separate bets it adds up to, and which fund carries most of the ups and downs.
“Which companies do I own through my funds?”
The companies added up across your funds, the ones reached through more than one fund, and how much of your money that view covers.
“What would 2008 and 2020 have done to my $200,000?”
The fall in money, the worst day, and how long it took to come back, for this exact mix.
“I own VOO. What would adding SCHD change?”
How much of it you already own, whether it adds a separate bet, and what past crises would have done with it.
“Could I have lived off $40,000 a year from $1 million?”
Your withdrawals replayed on the real history, from every starting month: how often the money lasted and when it ran out.

Tickers, fund names or ISINs all work, in amounts, percentages or numbers of shares.

Adding it, once

Claude (claude.ai or the desktop app)

If Folionomiq appears in Claude's list of connectors, add it from there with one click. Otherwise:
Open Customize → Connectors → Add custom connector.
Name it Folionomiq and paste this address: https://folionomiq.com/mcp. There is no login and no key.
In a new chat, ask about your portfolio. The first time, Claude asks your permission to use Folionomiq.

ChatGPT

If Folionomiq appears among ChatGPT's apps, add it from there. Otherwise:
Open Settings → Apps & Connectors, turn on developer mode, and add a connector with the address https://folionomiq.com/mcp, with no authentication.
In a chat with Folionomiq enabled, ask about your portfolio.

The address, if your assistant asks for one

https://folionomiq.com/mcp

For developers: other clients and the 22 tools

Claude Code, Cursor and other MCP clients

claude mcp add --transport http folionomiq https://folionomiq.com/mcp

Or, in a client's JSON configuration:

{ "mcpServers": { "folionomiq": { "url": "https://folionomiq.com/mcp" } } }

What your assistant can ask for

measure_portfolio: How many separate bets the portfolio really holds, which holding carries risk out of line with its money, what it owns through its funds (and how much of the money that view covers), what past crises did to it in money with the time it took to come back, and the engine's full report, every figure numbered beside the method that produced it.
compare_portfolios: Up to eight portfolios measured over one shared window.
test_a_change: A change measured before it is made: the portfolio now and after, on the same history. The “after” is counterfactual, and nothing says whether to make it.
check_before_you_buy: One addition measured on the portfolio it would join: how much of it is already owned (for a fund, from its SEC filing), whether it adds a bet, and what past crises would have done to the money with it. It never says whether to buy.
living_off_it: Yearly withdrawals, raised with real inflation, replayed on the portfolio's own history from every month it allows as a start: how often the money lasted, when it ran out, and the highest rate that never did. Replayed, not a forecast.
portfolio_structure · look_through · past_crises · portfolio_report: The parts of the measurement one at a time, when only one question was asked: the separate bets and who carries the risk, the companies under the funds, the crises replayed, the numbered report.
factor_exposure · currency_effect · health_axes: Sensitivity to the market, size, value and momentum; what exchange rates did to the money; the portfolio read along separate axes, with no overall score.
sweep_holding · reverse_stress · return_history · plain_findings: One holding at every weight; the market moves a given loss would take, with no probability attached; the record month by month; a few findings in plain words.
last_price · asset_info: A latest close, to turn shares into an amount; one fund or share, its cost and what it holds.
monthly_plan · walk_forward: The same amount bought every month, replayed on the portfolio's own history from every January it allows; and an allocation method tested on prices it had not seen, which returns the record and never a mix to hold.
search_symbols · validate_symbols: Find a ticker by name or ISIN, and check which symbols have usable history.

What it will not do

Every answer is descriptive: measured from end-of-day prices over a stated window. It does not forecast prices, returns or the probability of either, and it does not say what to buy, sell or hold. Each answer states this beside its figures, with each figure's window and limit; what an assistant then says is its own, and we cannot control it.

The funds' holdings come from what they publish, usually their largest positions, so the companies a portfolio owns through its funds are minimums, and every answer says how much of the money they cover.

Your holdings are measured and never stored, exactly as in the app. The request carries your assistant's address, not yours. See the privacy section and what you may do with the results in section 5.

Questions, or an assistant it does not work with: [email protected]