View investment accounts, check portfolio, monitor positions, and research investments on E*TRADE
Enables Claude to access E*TRADE (now part of Morgan Stanley) to view investment accounts, check portfolio performance, monitor positions, and research investments. Note: Claude cannot execute trades.
curl -sSL https://canifi.com/skills/etrade/install.sh | bash
Or manually:
cp -r skills/etrade ~/.canifi/skills/
Configure via canifi-env:
# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash
canifi-env set ETRADE_USERNAME "your-username"
Your credentials, your choice. Canifi LifeOS respects your privacy.
If you prefer not to share credentials with Claude Code:
If you're comfortable sharing credentials, you can store them locally:
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
User: "What's my E*TRADE portfolio worth?"
Claude: I'll check your E*TRADE accounts.
- Opens etrade.com via Playwright MCP
- Logs into account
- Returns: Total Value: $234,567.89
- Individual Brokerage: $156,789.01
- Roth IRA: $45,678.90
- Traditional IRA: $32,099.98
- Today: +$1,567.89 (+0.67%)
- YTD: +14.5%
User: "Show my E*TRADE watchlist"
Claude: I'll display your watchlist.
- Navigates to watchlist
- Watched stocks:
- TSLA: $248.50 (+2.3% today)
- AMD: $145.67 (-0.8% today)
- META: $356.78 (+1.2% today)
- GOOGL: $142.34 (+0.5% today)
- Alerts: TSLA crossed $250 target
User: "What options positions do I have?"
Claude: I'll check your options holdings.
- Navigates to options positions
- Current options:
- AAPL Jan 190 Call: 2 contracts, +$450
- SPY Feb 480 Put: 5 contracts, -$230
- Total options value: $1,890
- Greeks and risk metrics available
After each interaction:
Suggest updates when: