I can ask Claude "should I rebalance my gold exposure?" and it will check what I actually hold, what my target allocation was, reference my macro thesis notes, and tell me how far I have drifted. No screenshots, no pasting spreadsheets, no "here is my portfolio" preamble. It just knows.
That is what Invormed does. It gives Claude — or any AI assistant — live access to my investment data.
The Experience
I manage my own investments across multiple accounts: ISA, SIPP, GIA, LISA, crypto. Different brokers, different interfaces, no single view. I was tracking everything in spreadsheets and notes, which works until it does not.
The question that started Invormed was simple: what if my AI assistant could see my portfolio as structured data it could query and reason about?
Now, in any conversation about markets or allocation, Claude can pull my actual positions, calculate real exposure percentages, check what I bought and when, and cross-reference against my own research notes. The combination of live portfolio data and my knowledge base (185+ notes, 27 on investing alone) means I can have genuinely useful investment conversations without any manual context-loading.
How It Works
The core is an MCP server — tools that Claude connects to directly for listing portfolios, checking holdings, viewing trade history, and querying breakdowns by account or investment theme.
Behind that is a full dashboard for visual portfolio management:
Broker sync. My primary broker has an official API, so one button syncs positions and trade history. This is the main data source — live, accurate, automatic.
Vision import. For brokers without APIs (which is most of them), you can photograph a broker statement and AI extracts the holdings. It is surprisingly reliable for structured financial documents — a practical workaround for an industry that still hates open data.
Multi-account management. Each account tracked separately with proper labelling. The dashboard shows current values using live market prices, not just purchase prices.
What It Is Not
Invormed is a data viewer, not financial advice. Same category as a portfolio tracker or a fancy spreadsheet. No recommendations, no trading signals — just your own data made accessible to AI. The intelligence comes from the conversation, not the tool.
What I Actually Use It For
The real product is not the dashboard. It is the experience of having a financial reasoning partner with full context.
When I ask about rebalancing, Claude checks my actual holdings against my target allocations. When I ask about a sector, it knows my exposure. When I wonder whether to add to a position, it can reference the original thesis I wrote about why I bought it. It sees both the numbers and the reasoning behind them.
This is what makes it different from a portfolio tracker. A tracker shows you data. Invormed makes that data available to something that can reason about it, in the context of everything else you know.
What Is Next
A mobile interface for asking investment questions grounded in both portfolio data and personal research notes. The same semantic search patterns from my knowledge OS, tuned for finance.
There is also the possibility of write access — placing orders via API — but that is a much bigger regulatory conversation for another day.