Blog
Updates and notes on overseas investing from the Opula team.
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Claude can research stocks. It cannot tell you how your portfolio is doing.
Claude with web search already answers most market questions. The gap is not market knowledge, it is your own state: your positions, your cost basis, your history, and numbers that do not change between two asks.
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Is it safe to connect your finances to an AI assistant?
Connecting your holdings to an AI assistant through an MCP connector means handing a hosted service your financial data. Here is the risk model, the questions to ask any connector, and exactly where Opula lands on each.
Announcement
Opula Pro is now free for 60 days — all of it
Every Pro analysis tool, free for 60 days, with no card on file. One trial per account, and that's the only condition.
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ChatGPT now connects to your bank. Here's what it still can't do.
OpenAI launched Plaid-powered account connections in ChatGPT in May 2026. It is a real step forward, and it still misses non-US and alternative assets, forward projections, and can get numbers wrong.
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Opula vs Era vs Truthifi: which MCP wealth connector fits you
A head-to-head of three finance MCP connectors. Truthifi audits your investments, Era automates your cash flow, and Opula tracks alternative assets and projects your net worth forward.
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Best MCP servers for personal finance (2026)
A balanced guide to the finance MCP connectors that plug your money into Claude and ChatGPT: Truthifi, Era, Monarch, Muntze, and Opula, and which one fits which job.
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Using Claude to track and analyze your net worth with MCP
What it means to connect your finances to Claude through an MCP connector, the difference between read-only sync and real analysis, and how to pick one.
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How to run a FIRE projection on your actual portfolio, not a generic calculator
Why single-number FIRE calculators mislead, what a Monte Carlo projection shows instead, and how to run one on your real holdings and savings rate.
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How to track assets no app can sync: Korean gold, jeonse deposits, private holdings
Automatic aggregators skip physical gold, jeonse deposits, and private holdings. Here is how to keep them in your net worth instead of pretending they are not there.