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Investment Portfolio Health Check with Truthifi MCP and Claude

Personal Finance Automation

Beginner1-2 hoursLow
n8nTruthifi MCPClaude (Anthropic API)Gmail

Quick Answer

Truthifi MCP connects to all your investment accounts, Claude analyzes fees performance concentration and allocation quarterly, and you receive a structured portfolio health report. Setup takes 1-2 hours, then runs automatically each quarter.

The Problem This Solves

Individual investors rarely do a structured portfolio review because pulling data from multiple accounts and running the analysis takes significant effort. This workflow delivers a quarterly portfolio health check automatically without any manual data gathering.

About This Workflow

This workflow connects to your investment accounts through Truthifi MCP, which aggregates holdings across 18,000 financial institutions. Each quarter it retrieves your complete portfolio, runs it through Claude for analysis covering hidden fees, performance versus benchmark, concentration risk, and asset allocation drift, and delivers a structured health check report. The report gives individual investors the kind of portfolio analysis typically only available from a paid financial advisor.

Tools Required

Truthifi MCPData SourceView on FinatuneVisit Website
Claude (Anthropic API)AI EngineView on FinatuneVisit Website
GmailOutputVisit Website

Step-by-Step Blueprint

1

Schedule quarterly trigger

n8n

Create an n8n Schedule trigger to run on the first Monday of January, April, July, and October. Quarterly frequency keeps the health check meaningful without being excessive.

2

Pull portfolio data from Truthifi MCP

Truthifi MCP

Add an n8n HTTP node to call Truthifi MCP and retrieve your complete portfolio including all holdings, current values, cost basis, and the Truthifi diagnostic scores across fees performance and risk.

3

Analyze portfolio with Claude

Claude

Add an n8n Claude node. Send the complete portfolio data and instruct Claude to analyze: total expense ratios and hidden fees, performance versus relevant benchmarks, single position concentration risk, sector concentration, asset allocation versus age-appropriate targets, and specific holdings that may warrant review.

4

Email quarterly health check report

Gmail

Add an n8n Email node to send the portfolio health check report. Include a summary scorecard, Claude's detailed analysis, and 2-3 specific action items for the quarter.

Cost Estimate

$10-60/month

Truthifi Monitoring plan $79.99/year (approximately $7/month). n8n self-hosted free or Cloud Pro $50/month. Claude API costs minimal for quarterly runs.

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