Agents and bots
The assistant
Ask about your own positions in plain language. It reads, it cites, and it cannot sign anything.
Every page in Accuren has an assistant in the corner. It answers from your own data — positions, multiplier history, filings, exchange rates — rather than from what a model remembers about tokenised stocks in general.
It is a panel, not a modal. The table you are asking about stays on screen behind it, because the question is almost always about what you are looking at: is this transfer a disposal, how long until this position turns long-term, where did that figure come from.
#What it can read
Eleven tools, every one read-only. The assistant orchestrates and explains; it performs no arithmetic itself, because an 18-decimal balance does not survive JSON.parse as a double and a wrong number that reads well is worse than no answer.
| Tool | What it returns |
|---|---|
get_portfolio_summary | Totals, position count, how much of it is priced |
get_positions | Every position, with the multiplier now and at acquisition |
get_multiplier_history | Every recorded multiplier change for a token — each one a dividend that wrote no transaction |
get_activity | On-chain movements, with the transaction hash for each |
get_unlabeled_counterparties | Addresses still blocking a classification, and how many movements each one holds up |
get_alerts | What is currently true and worth knowing |
get_weekend_exposure | How far each token has moved from the last close while the market is shut |
estimate_sale | What a disposal would look like, including the US 365-day line |
get_exchange_rate_on | The ECB reference rate for a date, with its source |
get_recent_filings | SEC filings for the issuers you follow |
get_dividend_history | Declared dividend per share, from SEC XBRL |
#What it cannot do
It holds no key and signs nothing
There is no tool that moves funds, approves a token, or signs a transaction — not one that is disabled, one that does not exist. The same property that makes every other claim on the dashboard checkable applies here: a read-only assistant cannot lose your money by being confidently wrong.
- It will not infer your country from your currency, your email, or the language you write in. The 365-day threshold is a US rule and it says so every time it uses one.
- It will not value a share you acquired on a past date, because there is no source for historical token prices. It says that instead of estimating.
- It does not file anything, and it is not tax advice.
#Where it lives
- The corner of every page — for a question about the screen you are on. The conversation is kept when you close it.
- `/chat` — the same assistant with room to think in, for an answer that runs to a table of disposals or a conversation that takes six turns.
Powered by Claude
The model is Claude, by Anthropic. It sees the output of the tools above and nothing else — no keys, and no access to anything the tools do not return.
If you want to ask about your portfolio from your own agent instead, the same data is available over MCP.