Analyse Portfolio Financials using AI 📊

Stop chasing portfolio companies for board decks. In this video, see how you can instantly visualize revenue vs. expenses for any company in your portfolio, directly from Claude, through Taghash MCP. Get the insights you need, when you need them, and make AI perform your analysis on clean source data.

With Taghash MCP Server, you can turn your AI into a powerful portfolio analyst:

  • Get Instant Financial Health Checks: Pull real-time revenue and expense data on demand.
  • Identify Red Flags Instantly: Automatically calculate net burn, spot margin compression, and flag rising expenses.
  • Be IC-Ready, Always: Generate presentation-ready tables and charts for investment committees and partner meetings in seconds.

🔑 What you've learnt:

  • How to securely pull revenue and expense data with MCP
  • How to run financial analysis on MIS in Claude
  • How to format outputs, build dashboards for quick portfolio performance checks
  • How Taghash MCP Server keeps sensitive financial data secure and audit-ready

💡 About Taghash MCP Server:

Taghash’s Model Context Protocol (MCP) bridges live VC and PE data to modern AI agents (Claude, ChatGPT, Copilot) — with secure read/write access and full user control.

👉 Learn more: https://taghash.io/ai-taghash-mcp-server

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