AI Integrations

Prompt Library

Live examples of what an AI assistant can do once it is connected to your account.

Each prompt below is written to run end to end: it tells the assistant which tools to call, how to compute the answer, and what the output should look like. Open one to see a sample result, what it costs in tokens, and the full text to copy into Claude, ChatGPT, Grok, or any other client that speaks the Model Context Protocol.

Batch Orders from a FileTake a list of orders in a file or pasted text into previewed, priced orders. Show the whole batch back for approval, let the user adjust rows and re-check, and submit only once the user confirms all.

Dividend Safety: Free Cash Flow Payout RatioStress-test a dividend the way a credit analyst would — measuring the payout against free cash flow rather than reported earnings, and flagging whether coverage is improving or deteriorating.

ETF Look-Through Exposure ReportHow to pull Light Horse positions and expand each ETF into its published holdings, rendering a standalone HTML report with true dollar exposure to every name.