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Research stocks and funds in Claude, with a link to check every answer.
Every connection signs in with a Dividend Data account. The free plan works in every app here.
https://Custom connectors work on every Claude plan: Free, Pro, Max, Ultra, Team and Enterprise. On Free, Claude holds one custom connector.
Once added, it works in Claude for iOS and Android too. Turn it on in a chat from the + menu, under Connectors.
On a Team or Enterprise plan, an Owner adds it first: Organization settings, Connectors, Add, then Custom and Web. Then choose Connect on it under Customize, Connectors.
Apps move their menus. If a step doesn’t match what you see, Anthropic’s own guide has the latest.
Start a new chat and ask:
Show Microsoft's revenue and net income for the last five fiscal years with Dividend Data.
The answer should name Dividend Data and link to the page each number came from.
On the Free plan, Claude holds one custom connector. Remove the one you have under Customize, Connectors to make room for Dividend Data, or move to a paid plan, which has no such limit.
Claude can't edit a connector. Remove it under Customize, Connectors (the three dots next to it), then add it again with the new details.
Claude asks for approval before a connector's tools run. Choose Allow always only for tools you trust to run on their own, and turn off any you don't need in the Search and tools menu. Dividend Data can add to your watchlist or portfolio only after you turn on Allow Changes, and it never removes, edits, trades or moves money.
Yes. During Research, Claude calls connector tools on its own without asking each time, so one long report can make many Dividend Data requests. They count toward your plan's daily limit, listed under What Your Agent Gets.
Sign-in, missing tools and Pro answers work the same in every app: see Fixes for Every App.
