I would like AllInvestView to provide secure, read-only API or MCP access to a user's own portfolio data for use with external AI assistants such as ChatGPT.
I use several brokers, which I already synchronize successfully with AllInvestView through your existing broker connection. My goal is not to place trades through the API. I only need authenticated read access to the portfolio data that AllInvestView already maintains.
The most useful fields would include:
* Current holdings and quantities
* Cost basis / average cost
* Current market value
* Cash balances
* Open option positions
* Option underlying, put/call, strike, expiration and quantity
* Option cost/premium and current value or P&L
* Open orders, if available from the broker connection
* Transactions and option lifecycle history
* Realized and unrealized gains/losses
* Portfolio/account identifiers
* Last synchronization timestamp
Ideally, access could be provided through either:
1. A REST/JSON API using an account-generated read-only API token, or
2. An MCP server that users could authorize from ChatGPT or other AI clients.
Permissions should be read-only by default, with no authority to place trades, transfer funds, modify brokerage data, or access brokerage login credentials.
My use case is portfolio and options analysis. I use ChatGPT to review investment positions and option strategies, but currently I must manually export CSV/Excel files from AllInvestView and upload them. This is particularly cumbersome from a phone or tablet.
Because AllInvestView already solves the difficult part—synchronizing my Moomoo brokerage data—external read-only access would allow me to use AllInvestView as the secure portfolio data layer while choosing the analytics or AI tools I want to use.
A simple first version exposing holdings, options positions, balances, transactions and sync timestamps would be extremely useful. Full trading functionality is not necessary.
I would be happy to beta test this feature, particularly with Moomoo/SnapTrade-synchronized accounts.
Discussion (1 comment)
This is live. AllInvestView now has an MCP server, so ChatGPT, Claude, Claude Code and Cursor can read your portfolio directly from the brokers you already sync: holdings, cost basis, cash, options, bonds, dividends and tax figures. It can also act on your account when you ask, and every change can be undone. Setup guide: https://www.allinvestview.com/mcp/ . It is part of the Pro plan.
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