Connect to Claude
Use InvestJournal directly inside Claude Desktop. Once connected, you can ask Claude about your stocks, watchlists, and valuations in plain language.
Before you start
The Claude Desktop app installed on your computer.
A paid Claude plan (Pro, Team, or Max) that supports custom connectors.
Connect in Claude Desktop
- Open Claude Desktop.
- Go to Settings, then Connectors.
- Click Add custom connector.
- Paste the InvestJournal URL below into the URL field.
- Click Connect, then sign in to InvestJournal in the popup and approve access.
- That's it. InvestJournal now appears in Claude's tools.
https://mcp.investjournal.io/mcp
What you can ask Claude
Look up stocks, tickers, and company summaries.
See your watchlists and rank them by financial ratios.
Review DCF valuations and ratios like ROE, ROA, and FCF/Sales.
Ask questions about the PDFs you've uploaded for a stock.
Add notes and manage your watchlists just by asking.