Introducing the Clockwork Universe MCP — connect Claude to your portfolio and manage it in one conversation.Introducing the Clockwork Universe MCPExplore
For individuals

Everything you own, in one place. Ask it anything.

Clockwork brings your funds, angel deals, SPVs, real estate, and brokerage accounts into one structured record. Then you ask it how you are doing, in plain English, from Claude or on screen.

How you use it

Step 01

Get it in

Upload statements and subscription documents, or forward capital calls and fund updates to your Clockwork inbox. Each one lands on the holding it belongs to.

Step 02

See where you stand

Total invested, carrying value, and distributions, with IRR, MOIC, DPI, and TVPI computed for you. Public and private, together.

Step 03

Ask

Connect Claude and ask what you would ask an analyst: what is due this quarter, how your healthcare deals are doing, where you are over-exposed. Or open the screen when a screen is better.

If someone else keeps your records, an analyst, a controller, a family office, Clockwork runs the whole office. See how organizations use Clockwork

What you can ask

Clockwork knows what a capital call, an unfunded commitment, a SAFE, and a vintage are. So your questions get investment answers, not keyword matches.

How is my portfolio doing this year?
CLOCKWORK UNIVERSE
Portfolio performance
All accounts · Year to date
Total value
$4,620,000
9.8% this year
IRR
14.2%
MOIC
1.82x
Gains
$812,400
Your data, your permissions

The AI never sees more than you do.

Same account, same access

Claude connects to your Clockwork account and works within your permissions. Nothing extra is granted.

You approve every change

Claude summarizes anything it would create or edit, and nothing is written until you confirm.

A record, not a chat history

Your answers come from structured holdings and transactions, with the files they were recorded from attached.

"As a small check angel investor who is a member of multiple groups, I knew that I would be managing multiple investments across multiple platforms... Essentially Clockwork is helping me become my own fund manager."
JH
Julie Hussey
Angel Investor
Analyst support

Prefer not to do it yourself?

Our analyst team can keep your record current for you, from collecting statements to reconciling capital calls.

MR
JL
AK
DS
Your dedicated analyst team
See analyst support

Frequently asked questions

What is Clockwork?
Do I need Claude?
Can Claude change my data without asking?
What can I put in?
Who can see my data?
How do I start?

Running an investment office?

Clockwork is the operating record for family offices, funds, and advisors, with a team that can run it for you.

See Clockwork for organizations