Agent Financial Advisor

Ingested from the official MCP Registry

FastDrop pulled this entry from the official MCP Registry as io.github.mytomclinic/agent-financial-advisor and probed the endpoint. The maker did not submit it, so the outbound link is not endorsed and the description is not theirs.

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Tools this endpoint exposes

Read directly from the endpoint on 12 Oct 2026. Not supplied by the maker.

• rules_digest

  Free. The current US trading, margin, settlement and tax rules an agent must follow, with effective dates and sources. Includes changes your training data may predate, such as the June 2026 replacemen

• pre_trade_check

  Run an order past a compliance officer and risk manager before sending it to the broker. Checks buying power, cash-account settlement violations, FINRA intraday margin (post-PDT) or legacy PDT limits,

• position_size

  Size a position the way a risk manager would: fixed-fractional risk to a stop, volatility targeting (ATR or annualized vol), or fractional Kelly from your edge statistics. Applies a max-position cap a

• tax_lot_plan

  Act as the tax advisor for a sale: compares FIFO, LIFO, HIFO and minimum-tax lot selection, splits short- and long-term gains, estimates tax, flags wash sales, and notes lots about to turn long-term.

• portfolio_review

  A periodic advisor review of a portfolio: weights, concentration (HHI and effective number of holdings), sector and asset-class exposure, drift from targets with the trades to rebalance, and, given re

• strategy_audit

  An independent performance auditor for a trading strategy or backtest. From a trade list and/or periodic returns it computes win rate, expectancy, profit factor, streaks, Sharpe/Sortino/drawdown, and

• suitability_check

  The compliance review a robo-advisor or advisory agent should run before recommending a portfolio to a person: compares the proposal with the client's age, horizon, risk tolerance, liquidity needs and

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