Step 12 of 12
Let an AI read your portfolio
Ask questions in plain language — in the app, on Telegram, or from the assistant you already use.
Quantic has an assistant that can see your actual portfolio, so "which of my holdings has the weakest payout cover?" is a question it answers with your numbers rather than generalities. It is available in the app, and through the Telegram bot once you link it.
You can also connect Quantic to an assistant you already use — Claude, ChatGPT, Gemini — as a connector. It is read-only: the assistant can look at your holdings, dividends, radar and research, and cannot change anything. You approve the connection, and can revoke it whenever you like.
There is a daily limit on AI requests, higher on Pro, because inference is the one part of Quantic with a real per-use cost. Everything else in the free tier stays free.
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.
Quantic · Free
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Need more? Pro adds portfolios, options income tracking & more AI. See Pro →