Portfolio holdings, now interactive in Claude

Author: Cesar Ruiz
Read time: 1 minute
Published date: June 16, 2026

Interactive SOI artifacts are now available in Claude, powered by the Carta Investors Plugin. Effortlessly sort, filter, and search your fund holdings with a new fund-level dropdown that connects directly to the Carta Data Warehouse.

How it works

Powered by the Carta Investors Plugin, the SOI artifact loads every fund in your firm into a header dropdown. Switching funds triggers a fresh query against the Carta Data Warehouse, so the holdings table reflects current records each time. For portfolio managers running multiple funds, the dropdown makes cross-fund portfolio review a continuous workflow, allowing you to compare positioning across vehicles without restarting a conversation or navigating away.

Invoke it by fund name ("Show me the SOI for Acme Ventures Fund III"), by intent ("What is [Fund] invested in?" / "What are [Fund]'s holdings?"), or at the firm level ("Show me the SOIs for Acme Capital"). The Cowork Artifact opens in the sidebar and stays persistent throughout your session.

Cesar Ruiz is the Product Marketing Lead for Private Equity at Carta. Prior to Carta, he led trust and safety product marketing initiatives at Facebook and Twitter covering elections integrity, misinformation, and offline crisis response.