Skip to content
Open web app

Ask about your assets

Any broker that offers an MCP connector can be connected to Allsum. Once it’s connected, you can ask about your own account in any chat: holdings, orders, and assets.

Connect your broker

Section titled “Connect your broker”
  1. Go to Settings → Connectors and find the connector your broker provides.
  2. Choose Connect.
  3. Authorization opens in a new browser tab or pop-up. Follow the steps on your broker’s page; what you can share is up to that page.

To change your choices later, choose Manage scopes on the connector. To remove it, choose Disconnect.

Ask about your assets

Section titled “Ask about your assets”

With the connector connected, just ask. You can also type @ to mention one of your holdings. For example:

  • “How are my holdings split across markets?”
  • “Which of my positions moved the most today?”
  • “Summarize my orders from this week.”

Revoke data access

Section titled “Revoke data access”

Settings → Data access lets you revoke access at any time. After you revoke it, Allsum no longer reads your holdings, orders, or asset data.