Ask your AI assistant about your portfolio.
Connect KrabyFlow to Claude, ChatGPT, Gemini or Grok, and every report in the app becomes something you can ask about in plain words. The assistant reads your own figures through a connector and answers with them.
What your assistant can read.
What the connector answers, each one a page of the app. Portfolios are named the way you named them.
Holdings
- Overview and net worth history
- The holdings of a portfolio
- Buys and sells of a holding
- Savings, checking, property and loans
- Savings plans, such as pension savings
- What sits at each bank and broker
- Allocation by category, currency, region and sector
- Yearly income, fees and diversification
Planning
- The buy plan for any budget, with pins and exclusions
- The buy plan’s strategy and weights
- Your own buy formula, checked and tried on any budget
- Rebalancing to your targets at today’s prices
- The watchlist with its scores
- Projections, with a Monte Carlo range
- How any mix of assets would have done in the past, with or without dividends
Performance
- Return against an index, time-weighted and money-weighted
- Gains and losses day by day
- When the companies you hold report, and how their results came out
Income
- Dividends after tax, month by month
- Income and expenses
- Subscriptions and what renews next
- Taxes for the year, the TOB and foreign accounts to report, for residents of Belgium
Risk
- Volatility, Sharpe, beta and each holding’s share of the risk
- Drawdowns and the drawdown curve
- Correlation between holdings
- Look-through of funds
- Price history of any holding or index
Connected in four steps.
One address for every assistant. Each adds it its own way; Settings shows the steps for yours.
- Claude
- On the web, the desktop and phone apps, and Claude Code.
- ChatGPT
- On a paid plan, with Developer mode on, which OpenAI calls a beta.
- Gemini
- On the web and the phone app, for personal Google accounts in the United States for now.
- Grok
- On grok.com and in Grok Bot.
Open Settings, then AI connector
In KrabyFlow, on the Max plan. The page shows the connector’s address, and the steps for each assistant.
Add it in your assistant
As a custom connector or custom app. Name it and paste the address.
Allow it
The assistant sends you to a KrabyFlow page that names the app asking. Check it, then allow.
Ask
From then on, any conversation where the connector is on can read your figures.
What stays in your hands.
- Read-only
- Every tool answers a question. None adds, edits, deletes or trades.
- Your figures
- The assistant sees only the figures it asks for, in the conversations where you use it. Prices are the ones the app last fetched, up to an hour old.
- Disconnect
- The connection is listed under Settings. Disconnect it and it stops at once.
- Not advice
- What an assistant says about your portfolio is not financial advice, any more than the app’s own pages are.
Claude, ChatGPT, Gemini and Grok are trademarks of their owners. KrabyFlow is made by Pentalab and is not affiliated with or endorsed by any of them.