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Available as MCP tool: personal_profile — call directly from Claude / Cursor / any MCP client. See MCP Server for the 60-second setup.
Live   free · 0 credits

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What it does for your agent

personal_profile returns the financial profile you saved in Dashboard → Profile: risk preference, investment horizon, base currency, and notes. Use it when an agent needs to adapt wording, assumptions, or portfolio analysis to your own constraints. The tool is read-only. It does not change your profile, place trades, or infer missing answers. If you have not saved a profile, the endpoint returns data: null with 200 OK. Only your own account’s Profile data is returned.

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Response

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data
PersonalProfile | null
required
Saved profile for the caller’s own account, or null when no profile is saved.
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meta.creditsUsed
number
Always 0 — this read is free.
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meta.remainingCredits
number
Account credits remaining.
200 OK · personal_profile
{
  "data": {
    "risk_preference": "moderate",
    "investment_horizon": "5-10 years",
    "base_currency": "USD",
    "extra_notes": "Prefer diversified ETFs and avoid concentrated single-stock positions."
  },
  "meta": { "creditsUsed": 0, "remainingCredits": 100 }
}
200 OK · no saved profile
{
  "data": null,
  "meta": { "creditsUsed": 0, "remainingCredits": 100 }
}

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Notes

Call personal_profile before a portfolio-aware answer when the user asks for guidance in their own context, then combine it with personal_holdings when holdings matter.
Any active API key or Remote MCP URL for your account can read this saved Profile data until you delete the saved profile or revoke the credential.
Profile values are user-saved preferences and notes. They are context for the agent, not verified financial advice.

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Direct invocation

{
  "method": "tools/call",
  "params": {
    "name": "personal_profile",
    "arguments": {}
  }
}

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Full parameter reference

This endpoint accepts no request parameters.

Personal Holdings

Read the holdings saved in Dashboard Profile.

MCP Server setup

Connect Claude / Cursor / any agent harness in 60 seconds.