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KrabyFlow

Ask Claude about your portfolio.

Connect KrabyFlow to Claude, and every report in the app becomes something you can ask about in plain words. Claude reads your own figures through a connector and answers with them.

Create an accountSee the Max plan
A conversation with ClaudeSample portfolio

What Claude can read.

Twenty questions 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
  • What sits at each bank and broker
  • Yearly income, fees and diversification

Planning

  • The buy plan for any budget, with pins and exclusions
  • The buy plan’s strategy and weights
  • The ideal portfolio at today’s prices
  • The watchlist with its scores
  • Projections, with a Monte Carlo range

Income

  • Dividends after tax, month by month
  • Income and expenses

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.

Once per Claude account. It works in Claude on the web, the Claude desktop app and Claude Code.

  1. Open Settings, then Claude

    In KrabyFlow, on the Max plan. The page shows the connector’s address.

  2. Add a custom connector in Claude

    Under Customize, then Connectors. Name it and paste the address.

  3. Allow it

    Claude sends you to a KrabyFlow page that names the app asking. Check it, then allow.

  4. 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
Claude 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 Claude says about your portfolio is not financial advice, any more than the app’s own pages are.

Claude is a product of Anthropic, PBC. KrabyFlow is made by Pentalab and is not affiliated with or endorsed by Anthropic.