Public Holdings
Bring your Public investment portfolio directly into Claude. With this connector, you can check your holdings, research assets, and preflight trades across equities, options, bonds, and crypto—all from inside Claude. There are no commissions, and you can earn rebates on every stock and ETF options contract you trade. Bypass the friction of switching apps, and execute your entire investing strategy with simple prompts in plain English.
Top rank now#5341 downMost popular · among connectorsOpenApps score—Not on a counted chartPeak (7d)#528Most popular
Popularity score10.3KReported Nov 7
LaunchedAug 11, 2026
Where it stands
Tools
check_setup get_accounts get_all_ instruments get_bond_ details get_current_ event get_event_ categories get_event_ contract_ bars get_event_ details get_event_ summary get_history get_instrument get_option_ chain get_option_ expirations get_option_ greek get_option_ greeks get_order get_orders get_portfolio get_price_ history get_quotes get_strategy_ quote get_tax_ lots get_tax_ lots_ csv get_tax_ lots_ for_ symbol preflight_buy_ event_ contract preflight_call_ credit_ spread preflight_call_ debit_ spread preflight_multileg_ order preflight_order preflight_put_ credit_ spread preflight_put_ debit_ spread preflight_short_ order search_bonds search_orders wait_for_ settlement