AI Portfolio Monitoring Dashboard with Plaid MCP and Claude
Financial Research & Analysis
Quick Answer
Connect investment accounts via Plaid MCP, pull holdings weekly with n8n, send to Claude for concentration and performance analysis, and deliver a structured portfolio health report. Works across multiple brokerage accounts simultaneously.
The Problem This Solves
Individual investors and financial advisors spend significant time manually compiling portfolio data from multiple accounts for review. This workflow automates data aggregation and delivers AI-analyzed portfolio insights every week.
About This Workflow
This workflow connects to your investment accounts through the Plaid MCP server, retrieves current holdings and recent transactions, sends the portfolio data to Claude for analysis, and delivers a weekly portfolio health report covering performance attribution, concentration risk, sector exposure, and rebalancing suggestions. The report gives individual investors and advisors a structured view of portfolio health without manual spreadsheet work.
Tools Required
Step-by-Step Blueprint
Schedule weekly portfolio pull
n8nCreate an n8n workflow with a Schedule trigger set to run every Sunday evening. This ensures the report is ready Monday morning before markets open.
Fetch holdings via Plaid MCP
Plaid MCPAdd an n8n HTTP node to call the Plaid MCP investments endpoint. Retrieve current holdings, quantities, and cost basis across all linked investment accounts.
Fetch current prices via Alpha Vantage MCP
Alpha Vantage MCPFor each holding, add an n8n HTTP node to call the Alpha Vantage MCP for current market price. Calculate current market value and unrealized gain or loss for each position.
Analyze portfolio with Claude
ClaudeAdd an n8n Claude node. Send the complete holdings data with current prices and instruct Claude to analyze: total portfolio value and week-over-week change, top 5 positions by weight, sector concentration, single-stock concentration risk, and rebalancing suggestions if any position exceeds 10 percent of portfolio.
Use this prompt →Email portfolio health report
n8nAdd an n8n Email node to send the formatted portfolio health report. Include a summary table of holdings, Claude's analysis, and any concentration alerts requiring attention.
Cost Estimate
n8n Cloud Pro $50/month or self-hosted free. Plaid production pricing usage-based - contact plaid.com. Alpha Vantage Premium $50/month. Claude API costs minimal for weekly runs.