Talk to your portfolio

Ballast connects to AI assistants via MCP. Ask questions about your holdings, log trades, set price targets, and journal your thinking — all in natural language.

Heads up: Connecting Ballast to an AI assistant means your portfolio data — holdings, transactions, journal entries, and price targets — will be shared with that AI provider. Only connect if you're comfortable with that. Ballast never sells your data, but you should review the privacy policy of any AI tool you use.

See it in action

Watch the setup walkthrough and a few example conversations.

Video coming soon

Replace this box with a YouTube iframe embed

What you can do

Ballast gives Claude eight tools to read and write to your account.

get_holdings

Your portfolio — positions, avg cost, and unrealised P&L

get_watchlist

Your watchlist with latest prices

get_asset_journal

All journal entries for a given stock

add_observation

Save a research note, optionally linked to a ticker

set_price_target

Set a buy or sell price target with optional rationale

log_transaction

Log a buy or sell — shares, price, and date

log_decision

Record an investment decision and the reasoning behind it

set_conviction

Score your conviction on a stock from 0 to 100

How to set it up

Takes about two minutes. No developer knowledge required.

Download Ballast

Get the free Ballast app on iOS or Android and create an account.

Open Claude.ai settings

Add the Ballast integration

Click "Add integration", give it a name (e.g. "Ballast"), then paste in the server URL below.

https://app.get-ballast.com/mcp/sse

Sign in with your Ballast account

Claude will open a Ballast login page. Sign in and grant access. That's it — you're connected.

Things to try

Once connected, ask Claude anything about your investments.

"What does my portfolio look like right now?"

"Log that I bought 10 shares of AAPL at $182.50 yesterday"

"Set a buy target of $170 for AAPL with the rationale "waiting for pullback to 200-day MA""

"Show me my last 10 journal entries for TSLA"

"Set my conviction on NVDA to 80 — I'm bullish on AI infrastructure long term"

Ballast

Start making better investment decisions today

Download Ballast and bring structure, clarity, and confidence to your investment process

Ballast

MCP Logo Dev