NewConnect Claude to your portfolio

All your investments, in one place.

CentraFIN brings your crypto exchanges, your broker, and your Bitcoin wallets together in one real-time dashboard, and it can never trade or withdraw on your behalf.

Analyze my portfolio

Claudecentrafin · get_portfolio

Here's where your portfolio stands right now:

  • Total value: 128,540.32 USD, up 2.4% today.
  • Allocation: 50% spot crypto, 25% stocks, 15% perpetuals, 10% cash.
  • Concentration: BTC is your largest holding, at 40.6% of the total.
  • Perpetuals: down 1.2% today, the only market in the red.

Works with your accounts

Features

A clear view, no spreadsheets

Your accounts update on their own: balances, positions, orders, and transfers, valued at market prices around the clock.

Every account, one total

Several accounts per platform across spot, perpetuals, stocks, and cash: each market gets its own page, and everything adds up on the overview.

Live prices

Prices stream in continuously, so your total and positions move with the market without reloading the page.

Your cost basis

The average cost of every asset is calculated from your complete trade history, kept exactly as it happened.

Orders and fills

For each market, your positions, open orders, and filled orders in one place.

Tracked transfers

Deposits, withdrawals, and moves between your platforms and wallets, matched automatically.

Your AI, connected

Connect Claude or another MCP-compatible AI: it reads your portfolio with read-only access, never your private wallets.

AI

Security

Built to never touch your money

CentraFIN reads; it never acts. And whatever should stay private never leaves your browser.

Read-only keys

Wherever the platform allows it, every API key is checked: a key that can trade, transfer, or withdraw is rejected. Stored keys are encrypted (AES-256-GCM).

Zero-knowledge wallets

Your browser encrypts your wallets with your passkey, so our servers never see an address or a balance in the clear.

No password

Sign in with a phishing-resistant passkey, an authenticator app, or both.

Public keys only

A wallet is added by its account's public key (xpub, ypub, zpub): never a private key, never a recovery phrase.

AI

Ask your portfolio anything

CentraFIN's MCP server gives Claude read-only access to your numbers: positions, orders, fills, and transfers.

  • OAuth authorization you can revoke anytime from your settings
  • Read-only, without your private wallets

What's my largest position?

Claudecentrafin · get_positions

Your largest position is BTC on spot: 0.82 BTC, worth 52,140 USD, or 40.6% of your portfolio.

How it works

Ready in three steps

  1. Create your account

    Your name, then a passkey, an authenticator app, or both. No email, no password.

  2. Connect your platforms

    One read-only API key per account, plus your wallets' public keys.

  3. Track everything live

    Your portfolio, positions, and transfers, always up to date on desktop and mobile.

FAQ

Frequently asked questions

Can CentraFIN trade or withdraw my funds?

No. CentraFIN only uses read-only API keys, and wherever the platform allows it, a key that can trade, transfer, or withdraw is rejected.

Which platforms are supported?

Kraken (spot and futures), Coinbase, OKX, Hyperliquid, and Interactive Brokers, with several accounts per platform, plus Bitcoin wallets through their account's public key (xpub, ypub, zpub).

Can CentraFIN see my wallets?

No. Your wallets are encrypted in your browser with your passkey, and their balances are read by your browser, so our servers never see an address or a balance in the clear.

Do I need an email or a password?

No. You create an account with your name, then a passkey, an authenticator app, or both. There's no account recovery, so always keep at least one way to sign in.

How do I connect Claude to my portfolio?

In Claude, add a custom connector with the address https://app.centrafin.xyz/mcp, then authorize it on CentraFIN. Access is read-only and can be revoked from your settings.

Which devices does CentraFIN work on?

In your browser on desktop, tablet, and mobile, with nothing to install.

Your wealth, analyzed in real time by AI

Your account is ready in a minute, with no email and no password.