Research ETFs and investment managers’ holdings in Claude and ChatGPT

You need no Vestiio account. The connection gives your assistant Vestiio’s public research only. It can’t see your own portfolio, and connecting one isn’t available yet.

Assistants can already search the web, which turns up pages to read. Vestiio’s tools hand over the figures themselves: the overlap of two funds worked out from their own SEC filings, a manager’s positions and what changed since the quarter before, or a dividend or return calculation with its assumptions stated. A fund’s holdings and a manager’s positions come with the date of the filing behind them and a link to the page that shows them.

What comes back

Ask how much VOO and QQQ overlap, and this is what Vestiio’s compare tool returned on 1 October 2026:

NVIDIA accounts for 7.5 points of that overlap, Apple for 6.6 and Microsoft for 4.3. The answer links to the VOO against QQQ page, which shows the same figures.

Your assistant writes its reply around figures like these. It can still add its own reading or get something wrong, so check any number that matters on the linked page.

More to ask

• What does SCHD hold, and what has it paid per share each year?
• Assuming SCHD’s payout and price stay where they are today, what would $10,000 pay in year ten with every dividend reinvested? Show the assumptions.
• What changed in Warren Buffett’s Berkshire Hathaway holdings between its last two 13F filings?
• Where is the US economy on the growth and inflation map?
• My portfolio was worth 100,000 on 1 January 2025, 90,000 just before I added 10,000 on 1 July, and 115,000 on 1 January 2026. What were my time-weighted and money-weighted returns?

Connect Claude

1. In Claude on the web or in the desktop app, open Customize, then Connectors.
2. Click Add custom connector, name it Vestiio and paste the server address.
3. If Claude asks how people sign in, choose No sign-in. Then click Add.
4. In a chat, open the + menu, then Connectors, and check that Vestiio is turned on.

On the Free plan you can add one custom connector. On a Team or Enterprise plan, an Owner adds it under Organization settings, Connectors, and members then connect to it under Customize, Connectors.

Connect ChatGPT

1. In ChatGPT on the web, open Settings, then Security and login, and turn on Developer mode.
2. Go to Plugins, select the + button and enter the server address. Vestiio needs no authentication.
3. Open your plugins, find Vestiio and select + to install it.
4. On the ChatGPT homepage, switch the tab from Chat to Work, start a Work chat, type @ and choose Vestiio.

OpenAI offers developer mode on Plus, Pro, Business, Enterprise and Education accounts. Its screens change often, so OpenAI’s quickstart is the place to check if a step looks different.

• OpenAI’s plugin quickstart

Claude Code and other MCP clients

Any other assistant that can use a remote MCP server over HTTP works with the same server address.

What we keep

For each call, Vestiio adds one to a daily count per tool, assistant family and outcome, to see whether the connection is useful to anyone. The count holds no IP address, no question and no answer. Like any request to vestiio.com, a call also passes through our content delivery network and web server, whose technical logs the privacy policy describes. What your assistant does with an answer is covered by that assistant’s own terms.

Nothing here is investment advice. The tools report what funds hold and what managers filed. What you do with that is your call.

Try your first question

Connect Vestiio, then ask:

• Every fund Vestiio covers
• The overlap tool: any two funds
• The 13F managers Vestiio follows
• The growth and inflation map
• The return calculator
• Privacy policy