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Questrade

Questrade · questrade.com

Claude

Connect Claude to your Questrade brokerage account to check your portfolio, get real-time market data, and explore trades.

Open in Claude Marketplace

How to connect Questrade to Claude

  1. Open the Claude Marketplace listing and check the clients it supports.
  2. In Claude, open Customize → Connectors or use the option in the marketplace listing. Sign in to the service if prompted.
  3. Check that Questrade is available in your conversation before asking Claude to use it.
Official Claude setup guide

How to use Questrade

Tools listed by the marketplace

  • create_custom_index
  • create_flow
  • create_option_instruction
  • create_order_instruction
  • create_watchlist
  • edit_custom_index
  • edit_watchlist
  • get_account_activities
  • get_balance_sheet
  • get_balance_sheet_account
  • get_balances
  • get_custom_index

Questrade on Claude Marketplace

Listing checked

Frequently asked questions

Why can’t Claude use Questrade?

Check that the connector is enabled in the current client and that the connected account can access the resource. In a managed workspace, check whether an administrator must enable it.