Montrose first in Europe to let customers connect their portfolio to their own AI interface
Montrose is now the first platform in Europe to let customers connect their stock and fund portfolio to their own AI interface. This means you can ask your AI tool questions about your portfolio, get insights based on your actual holdings, follow relevant news, and prepare trades – always with the customer’s approval and full control.
A new way to have a conversation with your portfolio
More and more people use AI to research, follow news, and think through investment decisions. But in most cases, the most important context is missing: your own portfolio. Montrose is changing that.
With the Montrose MCP connection, customers can link their portfolio to their AI interface and use natural language to understand their exposure, see how their holdings are allocated, follow news tied to specific positions, and get help taking the next step. That might mean asking which sectors you’re exposed to, which holdings carry the most weight, or setting up a daily briefing on portfolio-related news.
– We believe the next generation of investing starts with the portfolio becoming part of the conversation. When AI understands what you actually own, the answers get more relevant, more useful, and much closer to action. This is also a clear step in our ambition to lead the way in how investing meets new technology in Europe, says Alexander Boman, CEO and co-founder.
From analysis to action
The Montrose MCP connection also makes it possible to initiate purchases through an agent. A customer can ask to buy a specific stock using available cash in their portfolio. The agent prepares the order in the AI interface and sends back a link to Montrose, where the customer logs in to review and approve it.
The AI does the heavy lifting. The customer always makes the final call in Montrose.
– This isn’t about handing investment decisions over to AI. It’s about making the path from question to prepared action shorter and smarter. The customer always has the final say, and every order must be approved in Montrose before it goes through, says Daniel Bargiel Almer, Head of Product at Montrose.
First in Europe with MCP for stocks and funds
With this launch, Montrose stakes out a clear position as an early mover in practical AI for investing in Europe.
The Montrose MCP connection makes the portfolio more useful across new interfaces. Rather than generic investment answers, customers can use their AI tools with full awareness of their actual holdings, personal allocation, and available liquidity. This makes it possible to move from general questions to more relevant insights. Montrose also sees growing interest among more advanced users who want to build their own workflows, create scheduled tasks, or use their portfolio as context in their own tools.
Built with clear guardrails
The Montrose MCP server is not a trading bot or automated portfolio manager – it’s a way to seamlessly connect your Montrose portfolio data to any AI interface. The customer always controls access: it’s voluntary, time-limited, and can be switched off at any point. Access is valid for 90 days and can then be renewed or revoked.
The Montrose MCP connection cannot move money into or out of the platform, cannot move money between accounts, and cannot execute orders without the customer’s own approval.
– New interfaces open up new possibilities, but they also demand clarity. That’s why it was important for us to build something where the value is tangible, but where control, limitations, and security are equally clear from day one, says Alexander Boman.
About Montrose
Montrose is an investment platform built for active investors, combining low fees with tools and data that give better oversight and decision support. Founded in 2023, Montrose opened broadly to Swedish investors in 2025. The company is backed by DNB Carnegie.
Contact us for further inquiries:
Karl Skarman - Press inquiries - karl.skarman@dnbcarnegie.se- +46 73 417 93 37
Nicklas Andersson - Chief Savings Economist - nicklas.andersson@dnbcarnegie.se - +46 73 417 93 67
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