Antevo Wealth
ch.antevo/wealthThe family estate in full — what you hold, what you owe, and what it is exposed to.
Tools · 36
What the household is worth, at the width you ask for: scope='estate' (default) is AUM plus real assets minus liabilities; 'aum' is investable securities and cash only; 'allocation' breaks that book d…
How much of the book sits behind a country (ISO-2) or a TRBC sector, with the positions behind it. Omit `value` for the ranked breakdown. Always read coverage.classified_pct — sector resolves for only…
The households this user belongs to, with their ids. Needed only when they belong to more than one — otherwise omit household_id and it resolves to theirs.
Positions for a household, paginated, sorted by market value.
Accounts and custody for the household.
Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.
Drift of a portfolio versus its target allocation.
Credit facilities — balances, limits, rates, maturities, covenants, collateral.
One credit facility in full, including covenant headroom and pledged collateral.
Real assets — property, vessels, aircraft, art and collections.
One real asset in detail.
Real-asset economics — income, costs, net cashflow and net yield.
Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.
Market data for the user's watchlist, with signals where available.
Published video, audio and research notes — the desk's catalogue.
Find alt-asset indices by brand or keyword (wine, watches, art, cars).
Recent auction-realised and list-price events over a look-back window.
Recent alt-asset trade signals over a look-back window (days_back).
Cross-asset correlations by effect type.
Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.
Technical analysis for any instrument — signal consensus, regime, or a full backtest.
Catalogue of geopolitical map layers you can request.
Global geopolitical intelligence layers over a look-back window.
Per-country geopolitical drilldown (ISO-2).
The household's tracked instruments with price, momentum, signal and volatility.
Financial goals — target vs current funding, progress, gap and status.
The household's daily briefing — what matters today.
Unread alerts for the household.
Open compliance/policy breaches.
Drift snapshot across the household's portfolios.
Upcoming dividends, earnings and macro events that touch the book.
Household entities — people and structures.
One household entity in detail.
Document metadata in the household vault.
Metadata for one document.
What this Antevo Wealth connector exposes — the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, today, family, document…
Prompts · 8
The morning read — what matters today and what needs a decision.
Go through the watchlist — movers, signals, regime and volatility.
Funding progress against targets — what is on track and what is at risk.
A memo on one instrument — fundamentals, valuation and peers.
The technical read on one instrument — signal consensus and regime.
World risk mapped against where this household's capital actually sits.
Alt-asset brand health — recent results, signals and correlations.
Explain an Antevo concept in plain English, from the help kernel.
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How to use
Add to your Claude Desktop / Cursor / Cline MCP config:
{
"mcpServers": {
"antevo_wealth": {
"url": "https://api.antevo.ch/mcp/wealth/mcp",
"transport": "streamable-http"
}
}
}