Opula

Opula turns Claude and ChatGPT into your personal wealth analyst. Add it once as an MCP connector and ask about your money in plain language — no separate app to open, no brokerage account to link, and you bring your own AI. What you can ask it: - Portfolio: holdings, weights, today's and total P&L, sector and country exposure, and concentration (HHI, effective-N, correlations) — so you see exactly how concentrated and how risky your book really is. - Net worth: assets and liabilities, month-over-month change split into what you saved vs what the market moved, plus cash flow, savings rate, liquidity runway, and leverage. - Market context: rule-computed briefs pulling macro (rates, FX, inflation), news attributed to your holdings, earnings and dividend calendars, and a stance and recommendations per position. - Forward-looking: Monte Carlo net-worth projections at any horizon, and deterministic what-if scenarios ("if the Fed turns hawkish, what happens to my book?"). What makes it different: - It lives inside the AI you already use (Claude or ChatGPT via MCP), not another dashboard to log into. The analysis happens in chat, with inline charts. - It returns deterministic, rule-computed data and lets the model write the answer, so the response adapts to your actual question instead of a fixed report. - Bring-your-own keys for market and macro data keep it low-cost and private. It never places trades and doesn't give personalized advice — it's a diagnostic and thought-experiment layer, so you stay in control. Setup takes a few minutes: connect once, tell your AI what you hold, and get your first briefing.