Montrose by Carnegie, ny digital investeringsplattform

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Intressant! Känns som det borde gå att skriva egna skript (frånkopplat från AI) för att kunna initiera korrekt balanserade portföljköp. Undrar om de exponerar belåning.

Blir det första tjänsten med ett API riktat mot privatpersoner kanske? :red_exclamation_mark:

edit:

Kan inget om MCP-protokollet. Snabb-Claude:at script gav dessa “tools” vid förfrågan mot servern:

  • get_holdings
  • create_trade_ticket
  • get_user_accounts

script: Untitled - Pastebin.com
(Ser rimligt men kanske inte optimalt ut. Såg inga rader som läcker data.)

edit: Flyttar min API-diskussion till Montrose API (MCP) - Programmera mot det

Detaljerad info 
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  TOOLS (3)
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  • get_holdings
    Returns holdings for either one account (when accountId is provided) or all accessible accounts. Use GetUserAccounts first to find valid account IDs.
    Parameters:
      - accountId (['string', 'null']) *: Optional account ID. If omitted, holdings are returned for all accessible accounts.

  • create_trade_ticket
    Creates a pre-filled trade ticket URL for the Montrose app. Specify side (Buy/Sell), quantity or amount, and an instrument identifier. Instruments can be specified by orderbookId directly, or by ticker/name which will be resolved automatically. Returns a URL that opens the trade ticket in the Montrose app with the order details pre-filled.
    Parameters:
      - side (string) *: The side of the order: Buy or Sell.
      - orderbookId (['integer', 'null']): Optional orderbookId (int) to identify the instrument directly.
      - ticker (['string', 'null']): Optional ticker (string) to identify the instrument by ticker symbol, e.g. "VOLV B".
      - name (['string', 'null']): Optional instrument name (string) to search for the instrument.
      - quantity (['number', 'null']): Optional number of shares to trade. Exactly one of quantity or amount must be provided.
      - amount (['number', 'null']): Optional SEK amount to trade. Exactly one of quantity or amount must be provided.
      - price (['number', 'null']): Optional price for the order.
      - accountId (['string', 'null']): Optional account ID. Use GetUserAccounts to find valid account IDs.

  • get_user_accounts
    Returns all user accounts with stable account IDs and display names. Use this tool to discover valid account IDs before calling GetHoldings for a specific account.
Montrose API (MCP) - Programmera mot det