TL;DR
Connect NexusTrade in Claude's Connectors settings, complete NexusTrade sign-in, then enable the connector for the conversation. Check the intended account with a read-only portfolio request before changing owned records. The worked filing check returned AAPL Q3 fiscal 2026 revenue of $109.417 billion and operating income of $35.695 billion, a 32.62% operating margin. Match the period and units against the SEC statement; those figures describe company operations, not a stock return.
- You will finish with
- A sourced AAPL filing check
- Connection
- Remote MCP · your NexusTrade account
- First task
- Read-only; no strategy saved
Add the NexusTrade connector
Open the button below. If the form is not prefilled, use Customize → Connectors → + Add → Add custom connector. Name it NexusTrade, paste the server URL, then Continue. These steps are for an individual account; organization setup is below.
What you should see: The connector form shows NexusTrade and https://nexustrade.io/api/mcp. Opening this page alone does not connect your account.
https://nexustrade.io/api/mcpSign in, then enable it in this chat
Review detected authentication, Continue, choose Sign in now and finish with Add. Complete NexusTrade sign-in. In a new Claude conversation, open + → Connectors and enable NexusTrade. Under Search and tools, leave only tools needed for this task enabled.
What you should see: NexusTrade appears in your connectors and is enabled for this conversation. Review the account selected during sign-in; do not paste a password or API key into the chat.
Verify the intended account without changing it
Inspect the request
Paste the request below into Claude. Compare any returned portfolio names with your NexusTrade account. An empty portfolio list is valid for a new account; proceed to the filing check. An authentication error is not an empty result.
What you should see: fetch_portfolios returns portfolios, total and totalPages, or an explicit error. No portfolio is created. If you recognize an existing portfolio, use its returned portfolioId as get_portfolio’s portfolio_id argument to inspect it.
Use NexusTrade fetch_portfolios with {"include_paper":true,"include_live":false,"include_chat_portfolios":true,"include_positions":false,"limit":20,"page":1}. Show portfolios, total and totalPages. Do not create, update, deploy or trade anything. If a portfolio is returned, I will check its name before any further operation.Ask for a filing check you can verify
Inspect the request
Paste the request below into the connected Claude conversation. Expand its tool result and open the SEC citation. Match periodEnd and filed before comparing values. The adjacent example shows an actual NexusTrade read recorded October 10, 2026; your later request may return another quarter.
What you should see: Filing rows and financial records with dates and a primary source. Our recorded AAPL quarter returned revenue $109.417 billion and operating income $35.695 billion. Missing fields remain missing.
Use the NexusTrade sec_edgar tool for these two read-only requests:
1. {"ticker":"AAPL","action":"list_filings","forms":["10-K","10-Q"],"limit":2}
2. {"ticker":"AAPL","action":"fundamentals","periods":"quarterly"}
Return ticker, fiscal period, periodEnd, filed, totalRevenue and operatingIncome with units and the original SEC filing URL. Select the latest filed quarter explicitly; do not assume the array is sorted. Compare the returned values with the three-month columns in that filing, converting millions to USD. Mark missing values as missing. Do not ingest filings, start research jobs, create a portfolio, backtest, deploy or trade.What the recorded result tells you
The October 10 read selected AAPL Q3 fiscal 2026, period end June 27 and filing date July 31. The SEC statement reports three-month net sales of 109,417 million USD and operating income of 35,695 million USD, matching the returned dollar amounts. Operating income divided by revenue is about 32.62% for that quarter. This is an operating margin calculation, not a stock return or an instruction to buy.
Keep the fiscal period beside every value. The filing also contains year-to-date statements; do not mix those with a standalone quarter. Our reference verifies NexusTrade’s read-only tool output. It does not prove that your Claude connection is signed in or that a strategy was backtested.
If a step does not work
The connector form does not open
Use Claude's Connectors page directly and enter the name and URL shown in step1. The launcher is a convenience, not proof of a completed connection.
Your organization controls connectors
For Team or Enterprise, an authorized owner adds it in Organization settings → Connectors. Members then connect their own accounts through Customize → Connectors → Connect.
Claude cannot find a tool
Check the conversation’s + → Connectors toggle and Search and tools. Enable sec_edgar for the filing check. Reconnect if the tool reports an authorization error; do not replace a failed read with an invented company number.
The account is empty
Keep the empty portfolio result and try the read-only company request. A filing read checks tool output; it cannot establish ownership of an existing portfolio.
The report periods do not match
Select the same quarter and unit in the tool result and SEC filing. Older rows may precede newer rows. Return unresolved differences instead of choosing the favorable number.
Choose your next task after the filing check
Saving, testing and deploying use additional account tools and may have costs or approvals. A research brief does not activate a portfolio. Start the next guide only when that is the task you want to do.
No comments yet.