Build a Berkshire Strategy with MCP

What You'll Learn

You'll discover how to use Seentio's MCP (Model Context Protocol) to automate strategy creation, pulling Berkshire Hathaway's latest 13F filings, building a portfolio of its top 5 holdings, and setting up quarterly rebalancing—all by chatting with Claude instead of clicking buttons.

Prerequisites

• Seentio account (free Basic tier or higher)
• Claude, Cursor, or Claude.ai installed/accessible
• 90-day API token from Seentio (generated at /account?tab=api)
• Optional: Connected brokerage (SnapTrade) if you want to execute trades
• Time: 10–15 minutes to set up MCP + build strategy; 5 minutes to monitor

What Is MCP and Why Use It for This?

MCP (Model Context Protocol) is a bridge between Seentio and Claude. Instead of navigating dashboards, you type in plain English:

"Show me Berkshire Hathaway's top 5 holdings from its latest 13F filing. Create a strategy that holds them equally weighted and rebalances quarterly."

Claude translates that into Seentio API calls, fetches the data, and builds the strategy for you. It's dramatically faster than manual portfolio assembly, especially for recurring tasks like quarterly rebalances.

Why MCP for Berkshire tracking? - Berkshire files a 13F every quarter → data is updated automatically - Top 5 holdings change periodically → MCP pulls the current snapshot, not stale data - Rebalancing math is error-prone by hand → MCP calculates weights precisely - You can ask Claude to backtest the strategy and show risk metrics instantly

The Full MCP + Strategy Workflow

Step 1: Generate Your API Token

What you'll do: Create a 90-day token in Seentio so Claude can authenticate.

1. Log into Seentio (app.seentio.com)
2. Click your avatar (top right) → Settings
3. Click the Account tab
4. Scroll to API
5. Click Generate Token → select 90 days → copy the token to a safe place
6. Keep this tab open; you'll paste the token in your terminal next

What to expect: - Token appears as a long alphanumeric string (e.g., st_live_abc123xyz...) - Token is only shown once; if you lose it, generate a new one

Step 2: Add Seentio MCP to Claude/Cursor

What you'll do: Register Seentio as an MCP server in your AI environment.

If using Claude.ai (web):

1. Go to claude.ai
2. Open a new chat
3. Click ⚙️ Settings (bottom left) → MCP Servers
4. Click Add Server
5. Choose HTTP Transport
6. Server URL: https://app-seentio.com/mcp
7. Headers: Authorization: Bearer <YOUR_TOKEN_HERE> (Replace <YOUR_TOKEN_HERE> with the token from Step 1)
8. Click Add
9. Refresh the page; you should see Seentio listed as active

If using Cursor or local Claude:

1. Open your terminal
2. Run: bash claude mcp add --transport http seentio https://app-seentio.com/mcp \ --header "Authorization: Bearer <YOUR_TOKEN_HERE>" (Replace <YOUR_TOKEN_HERE>)
3. Restart your editor/terminal
4. You're connected

What to expect: - No dialog or error = success - If you see "Invalid token," regenerate it in Seentio Settings - First time you use an MCP tool, Claude may ask permission; allow it

Step 3: Ask Claude for Berkshire's Top 5

What you'll do: Chat with Claude in plain English. Claude will call Seentio's get_13f tool to fetch Berkshire's latest filings.

Open your Claude chat and paste:

I want to build a Seentio strategy based on Berkshire Hathaway's top 5 holdings 
from its latest 13F filing. 

Please:
1. Look up BRK.B's latest 13F filing
2. Extract the top 5 positions by market value
3. Tell me the ticker, company name, and percentage of Berkshire's portfolio 
   for each
4. Estimate today's prices for each

What Claude will do: 1. Call get_13f tool with investor_cik: berkshire (or similar) 2. Parse the filing to find top 5 holdings by value 3. Call get_quotes for current prices 4. Return a markdown table like:

If Claude can't find the filing: - Berkshire files quarterly (around mid-month for Q-end filings) - If the latest is unavailable, ask: "What was Berkshire's top 5 as of [specific date]?" - Check /stocks/BRK.B dashboard manually → scroll to 13F Holdings

Step 4: Create the Strategy via MCP

What you'll do: Ask Claude to create a Seentio strategy with equal weights in those top 5.

Paste into your chat:

Great! Now create a Seentio strategy called "Berkshire Top 5" that:
- Holds equal weights (20% each) in AAPL, BNY, KO, AXP, MA
- Is public (so others can subscribe)
- Has rebalance frequency set to Quarterly
- Description: "Mirrors the top 5 holdings of Berkshire Hathaway, rebalanced quarterly"

Show me the strategy once it's created.

What Claude will do: 1. Call create_strategy with: - name: "Berkshire Top 5" - holdings: [{"ticker": "AAPL", "weight": 0.20}, ...] - rebalance_frequency: "quarterly" - is_public: true 2. Return the strategy ID and a confirmation link (e.g., /strategies/str_12345)

What to expect: - Strategy is live and browsable at that link - You can now subscribe to it, backtest it, or adjust it - The equal-weight split is a starting point; you can change it to mirror Berkshire's exact percentages (49.2%, 8.1%, etc.) by asking Claude to update

Step 5: Backtest the Strategy (Optional but Recommended)

What you'll do: Test the strategy against historical data to see returns, drawdown, and Sharpe ratio.

Paste:

Backtest the "Berkshire Top 5" strategy over the past 3 years. 
Show me:
- Total return
- Annualized return
- Max drawdown
- Sharpe ratio
- Comparison to the S&P 500

What Claude will do: 1. Call backtest_strategy with the strategy ID and 3-year date range 2. Return metrics like: - Total Return: +67.3% - S&P 500 (same period): +52.1% - Sharpe Ratio: 1.18 - Max Drawdown: −18.5%

If backtest fails: - Usually means strategy is too new or has missing tickers - Ask Claude to verify all 5 tickers are valid: verify_quotes AAPL BNY KO AXP MA

Step 6: Automate Quarterly Rebalancing

What you'll do: Set up a reminder or automated rebalance trigger.

Option A: Manual Rebalance (Easiest)

Every quarter, open Claude and paste:

Rebalance my "Berkshire Top 5" strategy to the latest Berkshire 13F filing.
1. Get the current top 5 holdings from BRK.B's latest 13F
2. Update the strategy weights to match
3. Show me what changed

Claude will call rebalance_strategy with the new holdings, and you're done. (~2 minutes per quarter)

Option B: Scheduled Job (Requires Enterprise or Webhooks)

• Contact Seentio support for Enterprise tier
• Set up a webhook that triggers rebalance_strategy on quarterly dates (Jan 15, Apr 15, Jul 15, Oct 15)
• Strategy rebalances automatically without you doing anything

Option C: Your Own Script (Advanced)

• Use Seentio's REST API endpoint: POST /api/strategies/{strategy_id}/rebalance
• Cron job or CI/CD pipeline to run quarterly
• Requires your API token and basic HTTP knowledge

For most users, Option A (manual Claude chat) is perfect. It takes 2 minutes and you have full control.

Key MCP Tools Used in This Workflow

Credit estimate for this guide: - Initial setup: get_13f (5) + get_quotes (1) + create_strategy (1) + backtest_strategy (5) = 12 credits - Per quarterly rebalance: get_13f (5) + rebalance_strategy (5) = 10 credits

Basic tier (200 free credits/month) covers ~16 full cycles. Starter tier ($19.99/mo, 1,000 credits) covers ~100 cycles. Easy.

Real Example: What the Strategy Looks Like

After you run the above steps, your strategy appears in the Seentio app at /strategies. It looks like:

Strategy: Berkshire Top 5
Status: Active
Holdings:
  • AAPL   20.0%  Apple Inc.
  • BNY    20.0%  BNY Mellon
  • KO     20.0%  Coca-Cola
  • AXP    20.0%  American Express
  • MA     20.0%  Mastercard

Rebalance Frequency: Quarterly
Last Rebalanced: 2026-04-25
Next Rebalance Suggestion: 2026-07-25
Public: Yes
Subscribers: 0 (but can grow!)

3-Year Backtest:
  Total Return: +67.3%
  Sharpe Ratio: 1.18
  Max Drawdown: −18.5%

You can now: - Subscribe to it yourself (mirrors it in your own portfolio) - Publish to the Seentio marketplace (let others subscribe) - Export to CSV and import into a spreadsheet - Connect your broker and copy-trade the holdings in real accounts

Tips & Common Questions

Tip 1: Mirror Exact Berkshire Weights

By default, the strategy uses equal weights (20% each). If you want to match Berkshire's actual allocation (49.2% AAPL, 8.1% BNY, etc.), ask Claude:

Update the "Berkshire Top 5" strategy weights to match Berkshire's 
current 13F filing exactly:
- AAPL: 49.2%
- BNY: 8.1%
- KO: 6.2%
- AXP: 5.4%
- MA: 4.8%
(remaining: MA 4.2%)

Then backtest again.

Tip 2: Track More Than Top 5

Love Berkshire? Expand to top 10 or top 20. Ask:

Create a "Berkshire Top 10" strategy with all top 10 holdings from 
the latest 13F, equally weighted, quarterly rebalance.

MCP scales easily to larger baskets.

Tip 3: Use Screener to Find Similar Investors

Want to build strategies for other legendary investors (Charlie Munger's holdings, Stan Druckenmiller, Ray Dalio)? All their 13Fs are in Seentio. Ask Claude:

Show me the top 5 holdings from [Investor Name]'s latest 13F.

Tip 4: Subscribe to Your Own Strategy

After creating the strategy, you can subscribe to it in your Seentio account. This creates a mirror portfolio of the holdings. Then, if you connect your broker (SnapTrade), you can copy-trade the strategy: when the strategy rebalances, your broker account rebalances too (with one click or automatically via Enterprise webhooks).

Tip 5: Share with Others

Your "Berkshire Top 5" strategy is public. Other Seentio users can find it, subscribe, and track it. You become a portfolio publisher! (No revenue share, but great for credibility.)

How to Track This on Seentio

Quick links for monitoring your strategy:

• View Berkshire's Holdings — See the 13F dashboard and current top holdings
• All Strategies — Browse, backtest, create, and manage strategies
• Portfolio Marketplace — Publish and subscribe to strategies
• Screener — Deep-dive into AAPL, BNY, KO, AXP, MA individually
• MCP Setup Guide — Official docs if you get stuck

Comparing Top Holdings: Berkshire's Top 5 vs. Market Caps

To understand the concentrated bets, here's how Berkshire's top 5 compare to their total market value:

Troubleshooting & Edge Cases

Claude says "Token invalid"

• Regenerate your token at /account?tab=api (old tokens expire)
• Paste the new one exactly (no extra spaces)
• Restart Claude/Cursor

Strategy backtest shows "-100% return"

• Usually a data issue (missing prices for a ticker)
• Ask Claude: Verify all tickers in Berkshire Top 5 have valid quotes
• If one ticker is broken, ask Claude to swap it: Replace BNY with the 6th-largest Berkshire holding

Rebalance says "weights don't sum to 100%"

• MCP enforces strict weight validation
• Ask Claude: Make sure total weights = 100% exactly
• Claude will recalculate

"I want to trade this, not just track it"

• Connect your broker at /account?tab=integrations (SnapTrade)
• Then ask Claude: Copy-trade the Berkshire Top 5 strategy to my broker account
• MCP will preview the orders; you approve and execute

What's Next

1. Track Quarterly Earnings: Use MCP to monitor earnings calls and insider trades for AAPL, BNY, KO, AXP, MA
2. Hedge the Strategy: Ask Claude to find puts or inverse ETFs to hedge downside risk
3. Build Comparison Strategies: Create "Vanguard's Top 5" or "Fidelity's Top 5" and compare returns
4. Automate Everything: Upgrade to Enterprise, set up webhooks, and let Seentio rebalance daily or monthly
5. Join the Marketplace: Publish your strategy and attract subscribers

Disclaimer

This article is for informational purposes only and is not investment advice. Seentio is not a registered investment adviser. Past performance does not guarantee future results. Before investing, consult a qualified financial professional. Berkshire Hathaway holdings and portfolio allocations change; always verify the latest 13F filing before rebalancing.