Coming soon. This chapter is outlined below and being written. It's part of the Portfolio Intelligence course.
What this chapter will cover
- Query your entire portfolio in plain language and get answers grounded in every investee's actual data.
- Connect Claude or ChatGPT to your portfolio over MCP so the assistant reads live, governed data — not a stale export.
- Get reliable, traceable answers that cite where each figure came from, rather than plausible guesses.
- Ask cross-investee questions in seconds that used to require a bespoke analyst request.
- Approach prompt: What question would you ask your whole portfolio right now if you knew the answer would be trustworthy?
Why it matters
Reliable answers across every investee via Claude/ChatGPT over MCP.
