AI Examples

AI Examples

Skeleton — to be filled in.

Planned content: example prompts/conversations showing what an AI assistant can do once connected to pp-mcp, e.g.:

• "What's my current cash balance across all accounts?"
• "Show me all dividend payments in 2025 for account X"
• "What's my asset allocation by region/sector?"
• "How has the total value of my portfolio developed over the last 12 months?"
• "What are my unrealized gains/losses per security?"
• "List my investment plans (savings plans) and their next execution"
• Multi-source examples ("compare account balances between source A and source B")

Each example should show: the natural-language prompt, which tool(s) it maps to, and a short excerpt of the kind of answer to expect.

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