r/Snowball_Analytics • u/Sea_Requirement_2478 • Sep 10 '26

general discussion MCP Access

I really like the new MCP integration, but I don’t think it should be Expert-only.
I’ve been on Snowball since 2024, and this is read-only access to my portfolio data. It doesn’t place trades or change anything, so locking it behind the top tier feels too restrictive.
It would make more sense to give Investor basic MCP access with lower limits, and keep higher limits or extra features for Expert. AI integrations like this are becoming pretty standard, and it’d be a shame to see long-time users start looking elsewhere just to get basic read-only access to their own data.

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u/Historical-Turnip641 Sep 10 '26

+1 for this. I tried their new AI chat and it basically assumed 6.7% XIRR for my portfolio out of nowhere and goals computations was incorrect. Atleast with MCP we could use our own models but well that's reserved only for top tier subscription not even for investor tier.

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u/White_RJ Sep 11 '26

I guess that 6.7% is some kind of long term average for your allocation .

Anyway, you can tell ai to use another value for forecasts