Ask about your Snowball Analytics portfolio in plain language — from Claude, Cursor, or any AI app that supports MCP. Connect once with a key from your profile, then ask about holdings, dividends, projected income, and performance, all inside the app you already use.

This uses MCP (Model Context Protocol) — the usual way AI apps attach extra data sources. In Snowball Analytics you generate a key in your profile, paste it into the AI app, then ask things like "how much dividend income do I expect this year?" or "show my sector allocation."

The AI app does not compute anything — all calculations run on our backend, the same way they do inside the product. The chat only explains your data and puts it in words. MCP simply brings your portfolio into the tool you already use, so you can ask questions without leaving it.

What you can ask

Ask anything about your portfolio in natural language. The Assistant finds the relevant portfolio data and calculations, runs them, and brings the results together into a clear answer.

Examples you can ask:

  • "How has my portfolio performed over the past 12 months, and which transactions had the biggest impact?"
  • "What are my chances of reaching my investment goal by 2035?"
  • "How has my dividend income changed over the past three years, and which holdings contribute the most?"
  • "How diversified is my portfolio, and where are my biggest concentrations?"

For more complex questions, the Assistant can use several Snowball Analytics tools in a single request — combining portfolio data, transaction history, dividends, forecasts, and relevant market or fundamental data.

Tips for better answers

Ask a complete question. Instead of "dividends last year", try "How did my dividend income change over the last year?" This helps avoid losing important context.

Be specific about what you mean. If you ask about a stock or ETF, clarify whether you mean the asset in your portfolio or the asset in general. For example: "How has Apple affected my portfolio performance?" versus "How has Apple performed over the past 12 months?"

Add a timeframe when it matters. Questions like "Which transactions had the biggest impact on my performance this year?" are easier to answer accurately than questions without a period.

Use follow-up questions to go deeper. After receiving an answer, you can narrow the analysis with a follow-up — for example, ask which holdings contributed most, compare periods, or request more detail on a specific result.

If you have more than one portfolio, ask for the list first, then name which portfolio you mean.

💡 We do not provide investment recommendations. Answers are based on the data you already keep in Snowball Analytics.

Who can use it

MCP is available on the Expert plan.

If your plan does not include it, you will still see a short description on the MCP tab, without a button to create a key. You can change the plan in Subscription Management.

How to get your key

  1. Open your profile in Snowball Analytics and go to the MCP tab. You can also open the tab directly with the #mcp link on the profile page.
  2. If you have no key yet and Expert is active, click Generate.
  3. Copy the full key and the server address while they are on the screen.

When the key is created, we show the full key once, with a copy button, plus the server URL (it looks like https://snowball-analytics.com/mcp — always use the address on the screen).

After you leave the page, we only show a prefix such as u_a1b2c3 and dots instead of the rest, the creation date, the server address, and Regenerate / Delete. Those two actions ask you to confirm.

💡 The full key cannot be recovered later. Regenerate immediately stops the old key. Treat the key like a password: do not paste it into chats, tickets, or unblurred screenshots.

How to connect your AI app

Exact menus differ by app. In general:

  1. Open the app's MCP / connectors / custom tools settings.
  2. Add a server. Use the server URL from the Snowball Analytics MCP tab.
  3. Add your key. If the app supports custom headers, set X-API-Key to the key. If it does not, use the URL form from the product: the same server path with /k/ and your key at the end (the MCP tab is the source of truth for the base URL).
  4. Save and check that Snowball Analytics tools appear. Then ask a simple question about your portfolio.

Example config some desktop apps accept (replace the key; never commit a real one):

{
  "mcpServers": {
    "snowball-analytics": {
      "url": "https://snowball-analytics.com/extapi/mcp",
      "headers": {
        "X-API-Key": "YOUR_KEY_HERE"
      }
    }
  }
}

If the app cannot send custom headers, use the URL-with-key option from step 3 instead of headers.

If something doesn't work

  • The AI app asks you to sign in or starts an extra login flow: it usually does not have a valid key yet. Generate a key in Snowball Analytics and paste it again. We do not use your Snowball Analytics password inside Claude or Cursor.
  • Unknown or deleted key: generate a new key, update the app, and retry. The previous key will not work after Delete or Regenerate.
  • Your plan is not Expert: the app should explain that the plan does not allow MCP. Upgrade, then generate a key.
  • You asked many questions in a short time: wait a moment and try again.

What's next?

Related