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Chapter 8 of 8

Ask your AI assistant

Connect Quantic to Claude, ChatGPT or any AI assistant and ask about your portfolio in plain language.

Quantic isn't only a website. You can connect it to your own AI assistant — Claude, ChatGPT, Gemini and others — and ask things like "What are my holdings?", "How much did I earn in dividends from KO last year?", or "Project my dividend income ten years out." The assistant reads your real Quantic data to answer.

It works through a small open standard called MCP. In your assistant you add Quantic as a custom connector using its connection URL, then log in with your Quantic account — no password is ever shared with the assistant.

Your AI assistant connects to Quantic and reads your data to answer.
Your AI assistant connects to Quantic and reads your data to answer.

Access is read-only: an assistant can read your data but never change your account, and you can disconnect it any time in Settings.

Key terms

MCP (connector)
The Model Context Protocol — an open standard that lets an AI assistant (Claude, ChatGPT, Gemini…) securely connect to an app like Quantic and read your data to answer questions. You add Quantic as a "connector" in your assistant, read-only.
Try it in Quantic

Ready to put it into practice?

Explore a sample portfolio — no signup — or create your free account and start tracking your own dividends.

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The information on Quantic is provided for informational and educational purposes only. It is general in nature, does not take into account your personal financial situation, and does not constitute investment, financial, tax, or legal advice — nor a recommendation to buy or sell any security. Investing involves risk, including possible loss of principal; past performance is not a reliable indicator of future results. Market data comes from third-party providers and may be delayed or inaccurate. Before making any investment decision, consider your objectives, time horizon, risk tolerance, and diversification, and consult a qualified financial professional. Quantic is not a registered investment adviser or broker-dealer.

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