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After you connect and sign in, ask your assistant to use Itoflow. It finds the right Itoflow operation and checks its inputs before calling it, so you can ask in plain language.

Research

Paste this into your assistant:

Open in Claude

Start this in Claude with the Itoflow plugin.

Open in ChatGPT

Start this in ChatGPT with the Itoflow plugin.
Using another client? Copy the prompt with the button on the code block. The research runs in Itoflow, not in your assistant, and can take several minutes. Your assistant starts it, checks on it and fetches the result with sources when it finishes. Ask it to wait rather than send the question again; a second request starts a second, separately billed run. See Chat for choosing a model and handling questions Itoflow asks mid-run.

Portfolios, strategies and monitors

Before you confirm an import, check the holdings, quantities, currencies, cash and totals in the draft. If you change the draft, your assistant validates it again. If a file’s tickers don’t say which market they trade on, your assistant asks you once: one market for all of them, or one with exceptions. When Itoflow can’t match a row from the file alone, such as a share class written BRK/B or a company that changed its name, your assistant can ask Itoflow’s agent to propose a match. It asks you first, since each request uses Itoflow credits and stays in your account as a chat. It shows you each proposal, with the name Itoflow has for it, and uses it only once you accept it. It measures the file’s risk or imports it only after you answer. Live trades always need your approval in Itoflow. A broker accepting an order doesn’t mean it filled. See the portfolio, strategy, monitor and broker guides.

Risk of a weight book

Your file can hold weights only, with shorts as negative weights and several legs side by side. Paste this into your assistant:

Open in Claude

Start this in Claude with the Itoflow plugin.

Open in ChatGPT

Start this in ChatGPT with the Itoflow plugin.
Using another client? Copy the prompt with the button on the code block. Your assistant resolves the names, up to 3,000 a call, starts a risk engine run and reads it until it ends, which takes minutes. It reports gross and net weight, the weight of names it couldn’t resolve or the model doesn’t cover, total, factor and specific risk, tracking error and beta against SPY and each peer, and the largest exposures with their signs. It doesn’t need a NAV in money, and the book isn’t saved as a portfolio. Risk engine runs aren’t on for every account yet; on an account without them, the start is refused with feature_not_enabled and nothing runs. In Claude Code’s auto mode, tell auto mode about Itoflow first.

Work with your local agent

Sometimes the data lives on your machine: a returns file, a local database, an internal tool. The worker skill in the Itoflow plugin lets Itoflow direct an analysis that your local Codex or Claude Code session carries out. In Claude Code:
In Codex, pick the worker skill, or ask:
Use the Itoflow worker skill to analyze my local returns file.
Itoflow plans the research and writes the conclusion. Your local agent runs each step on your machine and reports what it did. It may suggest a better source or method; Itoflow decides whether to change course. What stays on your machine:
  • Your files. Itoflow sees only the results your local agent sends back, not the files themselves.
  • Your credentials. The worker uses the access your session already has, and the skill tells it not to send credentials or unrelated files to Itoflow. The plugin doesn’t add database access or install tools.
If the work needs nothing from your machine, Itoflow does it in the cloud instead.

Read files from an Itoflow chat

Paste this into your assistant:

Open in Claude

Start this in Claude with the Itoflow plugin.

Open in ChatGPT

Start this in ChatGPT with the Itoflow plugin.
Using another client? Copy the prompt with the button on the code block. Your assistant lists the chat’s files and reads the one you want. It can read files up to 32 MiB. For bigger files, use the download endpoint with an API access token. You can’t upload files to Itoflow through MCP. To work with a local file, use the worker skill, or upload it in the Itoflow app.

MCP tools

Itoflow exposes three tools. Your assistant uses them for you; you don’t call them yourself. Itoflow can also serve these skills from the server, and will turn this on for accounts gradually. Once your account has it, an assistant that supports the MCP Skills extension can list and load the itoflow and worker skills from Itoflow, without installing the plugin. Until then, or if your assistant doesn’t support the extension, install the plugin to get the skills. search looks through Itoflow’s operation list, not the web. Short phrases such as list portfolios work best. No match means the wording didn’t fit, not that you lack access. Itoflow returns every result in full, including long research answers and every search match. Your assistant may still shorten a very large result to fit its own limits.