Create a Berkshire Strategy with Seentio MCP

What You'll Learn

In this guide, you'll discover how to use Seentio MCP (Model Context Protocol) to build a strategy that mirrors Berkshire Hathaway's top 5 holdings and set it up for quarterly rebalancing—all from Claude, Cursor, or Claude.ai, without touching the Seentio UI.

What Is Seentio MCP?

MCP is a remote server that lets you talk to Seentio in plain English from any Claude-powered interface: - Claude.ai (web) - Cursor (IDE) - Claude Code (in-browser coding) - Any app that supports Claude MCP clients

Instead of clicking buttons, you describe what you want, and Claude translates it into MCP tool calls. For example:

"Show me Berkshire's top 5 holdings and create a strategy that rebalances them quarterly."

Claude will: 1. Call get_13f_filings to fetch Berkshire's latest 13F filing 2. Parse the top 5 positions 3. Call create_strategy with those holdings and a quarterly rebalance schedule 4. Return a summary with the strategy ID

Prerequisites

1. Seentio account (any tier — Basic, Starter, Retail, Professional, or Enterprise)
2. 90-day API token generated at /account?tab=api
3. Claude client with MCP support (Claude.ai, Cursor, or similar)
4. ~15–20 free credits (light tools like get_13f_filings cost 5 credits each; create_strategy and activate_strategy are standard 1-credit tools)

Step-by-Step Walkthrough

Step 1: Generate Your API Token

1. Log in to Seentio at https://app-seentio.com.
2. Click your profile avatar (top-right corner).
3. Select Account Settings → API tab.
4. Click Generate New Token (90-day expiration).
5. Copy the token to a secure location (you'll use it once, then it's hidden).
6. Do not commit it to version control.

What to expect: A long alphanumeric string starting with sk_ or similar.

Step 2: Connect MCP in Claude

Open your Claude client (Claude.ai, Cursor, or Claude Code).

If using Claude.ai (web): - MCP is not yet natively available in the web version, but you can use Claude Code or Cursor instead.

If using Cursor (IDE): 1. Open a new terminal in Cursor. 2. Run: bash claude mcp add --transport http seentio https://app-seentio.com/mcp \ --header "Authorization: Bearer YOUR_API_TOKEN_HERE" Replace YOUR_API_TOKEN_HERE with your 90-day token. 3. Press Enter. Cursor will confirm the server is added. 4. Restart Cursor if prompted.

If using Claude Code (in-browser) or other MCP clients: - Follow the same command syntax in your client's terminal or configuration.

What to expect: A success message like "Seentio MCP server added." No errors means you're connected.

If something goes wrong: - Check the token is correct (no spaces, no line breaks). - Verify the URL is exactly https://app-seentio.com/mcp. - Ensure your network allows HTTPS outbound to app-seentio.com.

Step 3: Ask Claude to Fetch Berkshire's Top 5 Holdings

In your Claude chat, type:

"Show me Berkshire Hathaway's (BRK.B) top 5 stock holdings from its latest 13F filing."

Claude will: 1. Call get_13f_filings with ticker BRK.B (costs 5 credits). 2. Parse the most recent filing. 3. Extract the 5 largest positions by market value. 4. Display them with company name, shares held, and approx. value.

What to expect: A table like:

(Actual figures depend on the latest 13F filing and current market prices.)

Step 4: Create the Strategy via MCP

Ask Claude:

"Create a strategy called 'Berkshire Top 5' with quarterly rebalancing. Holdings should match Berkshire's top 5 from the last filing, equal-weighted initially. Set rebalance date to 90 days from now."

Claude will: 1. Call create_strategy with: - Strategy name: "Berkshire Top 5" - Holdings: AAPL, BAC, KO, AXP, MSFT (or the actual top 5) - Initial weights: 20% each - Rebalance schedule: Quarterly (90-day intervals) - Rebalance method: Equal-weight (or market-cap-weight if you prefer) 2. Return the strategy ID (e.g., strat_abc123def456).

What to expect: A confirmation message with the strategy ID and a summary of holdings and weights.

If something goes wrong: - If Claude says "create_strategy tool not found," you may not be connected to MCP. Verify Step 2. - If you get a credit error, buy a credit pack at /account?tab=billing.

Step 5: Preview the Rebalance

Ask Claude:

"What would the 'Berkshire Top 5' strategy look like if we rebalanced it today?"

Claude will: 1. Call backtest_strategy with the strategy ID (costs 5 credits). 2. Show you what the portfolio would hold after rebalancing. 3. Display any trades needed (e.g., "Sell 2% of AAPL, buy 3% of KO").

What to expect: A breakdown of the rebalance: holdings, new weights, estimated trades, and any transaction costs.

Step 6: Activate the Strategy for Auto-Rebalancing

Ask Claude:

"Activate the 'Berkshire Top 5' strategy so it rebalances quarterly."

Claude will: 1. Call activate_strategy with the strategy ID. 2. Set the rebalance schedule to trigger every 90 days. 3. Lock the strategy (you can still edit it, but won't accidentally override it).

What to expect: A confirmation message like "Strategy activated. Next rebalance date: [date]."

Note: Activation via MCP sets the schedule. To execute the rebalance (actually trade), you'll either: - Confirm manually in the UI at /strategies when the date arrives, or - Use execute_rebalance via MCP (requires active brokerage connection; see Step 7).

Step 7 (Optional): Connect Your Broker & Auto-Execute

If you want the rebalance to trade automatically (not just alert you), ask Claude:

"What brokerage accounts are connected to my Seentio profile?"

Claude will: 1. Call list_brokerage_accounts (standard 1-credit tool). 2. Show any connected brokers (e.g., "Interactive Brokers via SnapTrade").

If no broker is connected: - Go to the Seentio UI → Trade → Connect Broker. - Follow the SnapTrade flow to authorize your brokerage. - Return to Claude and ask: "List brokerage accounts again."

Once connected, ask:

"When the 'Berkshire Top 5' strategy is due for rebalance, execute the trades automatically."

Claude will prepare the rebalance trades for execution. You'll typically see a preview and confirm before the trade posts (or, on Enterprise, set webhooks for fully automated execution).

How Seentio MCP Works: A Deeper Dive

The 32 MCP Tools Explained

Seentio MCP exposes 32 tools, grouped by pillar:

Research Tools (Mostly Free Credits)

• get_quote — Fetch current price/market cap for a ticker (1 credit).
• search_news — Search financial news (1 credit).
• get_sec_filings — Fetch SEC 10-K, 10-Q, 8-K (1 credit).
• get_13f_filings — Fetch Form 13F (inst. holdings) — 5 credits (heavy).
• get_congress_trades — Search congressional trading (1 credit).
• search_screener — Run the Seentio screener with up to 59 filters — 5 credits (heavy).
• get_analyst_ratings — Fetch consensus analyst ratings (1 credit).
• web_search — Search the web for articles — 5 credits (heavy).

Strategy & Portfolio Tools

• create_strategy — Create a new strategy with holdings, weights, rebalance schedule (1 credit).
• list_strategies — List your saved strategies — 5 credits (heavy).
• get_strategy — Fetch details of one strategy (1 credit).
• update_strategy — Edit holdings, weights, or rebalance date (1 credit).
• delete_strategy — Remove a strategy (1 credit).
• backtest_strategy — Simulate historical performance — 5 credits (heavy).
• activate_strategy — Publish/activate a strategy (1 credit).
• rebalance_strategy — Trigger a rebalance (1 credit).
• get_portfolio — Fetch a portfolio (1 credit).
• list_portfolios — List portfolios (1 credit).
• publish_portfolio — Publish to Marketplace (1 credit).

Trading Tools (Brokerage Integration)

• get_user_holdings — Fetch your current portfolio from connected broker — 5 credits (heavy).
• list_brokerage_accounts — List connected brokers (1 credit).
• preview_order — Preview a trade without executing (1 credit).
• execute_order — Place a trade (stocks or crypto) (1 credit).
• cancel_order — Cancel a pending order (1 credit).
• list_orders — Fetch order history — 5 credits (heavy).
• get_broker_reconnect_url — Refresh broker auth (1 credit).

Alert & Marketplace Tools

• create_alert — Set price, volume, or news alerts (1 credit; requires Starter tier).
• list_alerts — Fetch your alerts (1 credit).
• get_marketplace_strategies — Browse strategies on Marketplace (1 credit).
• subscribe_strategy — Subscribe to a Marketplace strategy (1 credit).
• list_user_alerts — Fetch your alerts (1 credit).

Credit Cost Summary: - Standard tools: 1 credit each (most tools). - Heavy tools: 5 credits each (get_13f_filings, search_screener, backtest_strategy, list_strategies, get_user_holdings, list_orders, web_search, rebalance_strategy).

How Credits Work in Your Tier

Credit packs (all tiers): Never expire, stack on monthly allotment. - $5 → 500 credits - $10 → 1,500 credits - $25 → 5,000 credits - $75 → 18,000 credits (Power) - $200 → 60,000 credits (Pro)

Practical Example: The Full Workflow in One Prompt

Here's a real prompt you can paste into Claude (with your strategy ID):

I want to build a strategy that copies Berkshire Hathaway's top 5 holdings
and rebalances quarterly. Here's what I need:

1. Fetch Berkshire's (BRK.B) latest 13F filing.
2. Extract the top 5 positions by market value.
3. Create a strategy called "Berkshire Top 5 Tracker" with:
   - Holdings: the top 5 tickers
   - Weights: equal-weighted (20% each)
   - Rebalance: every 90 days
   - Starting date: today
4. Show me the holdings and estimated portfolio composition.
5. What's the strategy ID?

Claude will respond with: - The 5 holdings (e.g., AAPL, BAC, KO, AXP, MSFT). - Initial weights and estimated portfolio value. - The strategy ID. - A summary of the rebalance schedule.

Behind the scenes: 1. Claude calls get_13f_filings("BRK.B") → 5 credits 2. Claude calls create_strategy({...}) → 1 credit 3. Total cost: 6 credits

Tips & Common Questions

Tip 1: Quarterly Rebalancing Dates

When you create a strategy with quarterly rebalancing, Seentio auto-calculates the next 4 rebalance dates (90, 180, 270, 360 days out). Claude will show you these dates. You can adjust them in the UI or via update_strategy if needed.

Tip 2: Handling Berkshire's Position Changes

If Berkshire sells a position mid-quarter, your strategy won't auto-adjust (it's static until rebalance). To stay in sync with Berkshire, ask Claude to re-run get_13f_filings quarterly and update holdings via update_strategy.

Tip 3: Equal-Weight vs. Market-Cap-Weight

When you create the strategy, specify the weighting: - Equal-weight (20% each): Simpler, forces rebalancing more often. - Market-cap-weight (proportional): Mirrors Berkshire exactly; less turnover.

Ask Claude which you prefer, and it will adjust the create_strategy call.

Tip 4: Backtesting Before You Activate

Always ask Claude to backtest_strategy before activating. This shows you historical returns and whether the strategy would have beaten the market. It's a 5-credit call but saves you from surprises.

Tip 5: No Brokerage Connection? Still Works

You can create and manage strategies in Seentio without connecting a broker. You won't be able to execute trades, but you can: - Track the strategy's performance in the UI. - Publish it to the Marketplace for others to subscribe to. - Use MCP to preview rebalances and analyze holdings.

How to Track This on Seentio

Once your strategy is created (via MCP or UI), you can monitor it in multiple places:

In the UI

• Strategy Page: /strategies → Find "Berkshire Top 5 Tracker" → Click to view holdings, rebalance schedule, performance.
• Individual Holdings: Navigate to /stocks/AAPL, /stocks/BAC, /stocks/KO, etc., to track each position's price and news.
• Portfolio View: If you've linked a brokerage, /portfolio shows your actual holdings alongside the strategy recommendation.

Via MCP (from Claude)

• Ask: "Show me the performance of my 'Berkshire Top 5' strategy over the last 3 months." → Claude calls backtest_strategy.
• Ask: "What's the next rebalance date for 'Berkshire Top 5'?" → Claude calls get_strategy and parses the date.
• Ask: "List all my strategies and their YTD returns." → Claude calls list_strategies (5 credits) and summarizes.

Screener Deep-Dive

To find other holdings similar to Berkshire's top 5, use the Screener at /screener: - Filter by sector (e.g., Financial+Services for BAC, Consumer+Defensive for KO). - Sort by market cap, dividend yield, or PE ratio. - Compare to your strategy holdings to find alternatives.

Deep-link example:

https://app-seentio.com/screener?sector=Financial+Services&minMarketCap=10000000000

This returns mega-cap financial companies similar to BAC.

The Berkshire Top 5 Positions (Reference)

Based on Berkshire's most recent public 13F filings, the typical top 5 holdings are:

Note: These are approximate as of early 2025. Berkshire's positions change quarterly. Always use get_13f_filings via MCP to fetch the latest.

Comparison: MCP vs. UI

Bottom line: MCP is faster for power users and developers; UI is more visual for exploring.

Next Steps

1. Generate your API token at /account?tab=api.
2. Connect MCP in Cursor or your Claude client.
3. Ask Claude to fetch Berkshire's holdings and create your first strategy.
4. Activate the strategy and set it to rebalance quarterly.
5. Optional: Connect your brokerage to execute trades automatically.
6. Publish to Marketplace if you want to share your strategy with other Seentio users.

For more on strategies, see: - Strategy Templates & Backtest Guide - MCP Documentation & Full Tool Reference - Seentio Screener Deep-Dive

FAQ Summary

Q: How much does it cost to run this workflow? A: ~6 credits (5 for get_13f_filings, 1 for create_strategy). Basic users get 200 free credits/month. If you backtest (backtest_strategy), add 5 more credits.

Q: Can I automate the entire rebalance, from fetch to trade execution? A: Yes, via MCP. You can ask Claude: "Fetch Berkshire's latest 13F, update my strategy, preview the rebalance, and execute the trades." Claude will chain the calls and show you the preview before execution.

Q: What if Berkshire exits a position? A: Your strategy won't auto-adjust. You'll need to manually update holdings at the next rebalance (or ask Claude to refresh the 13F and update the strategy mid-quarter). MCP makes this lightweight.

Q: Can I see live updates of my strategy's performance? A: Yes. In the Seentio UI, go to /strategies → Select your strategy → Performance tab shows intraday/historical P&L. Via MCP, ask Claude: "What's my 'Berkshire Top 5' strategy worth today?" and it will call get_user_holdings + pricing tools.

Q: Is MCP available on Enterprise, or all tiers? A: All tiers. Even Basic users have MCP access (200 free credits/month). MCP doesn't require a subscription upgrade—only standard/heavy credit costs apply.

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. Always consult a financial advisor before making investment decisions.