此 MCP 可以做什么
Provides alternative-investment education, financial glossaries, due-diligence resources, advisor lookups, and investment calculators.
功能
工具
22
工具
advisors.registration_check
Check an Advisor or Firm's Public Registration
Free, live lookup against the public, unauthenticated SEC Investment Adviser Public Disclosure (IAPD) and FINRA BrokerCheck registries — no subscription required for this tool. Returns registration scope (active/inactive, broker-dealer and/or investment-adviser) and whether the public record has any disclosure event on file, merged from both sources since each surfaces a different half of the disclosure picture. Always a starting point for your own due diligence, never a substitute for reading the full public record.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['query', 'search_type'], 'properties': {'query': {'type': 'string', 'description': 'The advisor or firm name to search for'}, 'search_type': {'enum': ['individual', 'firm'], 'type': 'string', 'description': 'Whether to search for a person or a firm'}}}
输出模式
{'type': 'object', 'required': ['results'], 'properties': {'results': {'type': 'array'}}}
advisors.women_focused_directory
Find an Advisor Who Centers Women Clients
A discovery resource, not a recommendation — durable, self-updating advisor-search networks (NAPFA, XY Planning Network's Women's Finance filter, Garrett Planning Network, CFP Board) plus a short list of individually verified fee-only firms with a genuine, publicly-stated focus on women clients or gender-lens investing, each with the specific public statement it's grounded in. Built on real demand data: McKinsey/Cerulli research on women as a large, fast-growing, and demonstrably underserved segment of financial-advice demand. Free preview shows the durable networks and firm names; full verification details and public-statement citations require a plugin subscription.
只读
幂等
输入模式
{'type': 'object', 'properties': {}}
输出模式
{'type': 'object', 'required': ['durable_networks', 'firms'], 'properties': {'firms': {'type': 'array'}, 'locked': {'type': 'boolean'}, 'durable_networks': {'type': 'array'}}}
alts.illiquidity_pacing_stress_test
Illiquidity Stress-Test / Commitment-Pacing Model
A real computation, not templated text: models what a multi-year program of private-fund commitments (PE, VC, private credit, etc.) actually does to your cash flow over its life — capital calls, distributions, unrealized value, and the single worst year for net cash flow — using a simplified, transparent adaptation of the Takahashi-Alexander pacing framework used in institutional private-markets planning. Runs against multiple named forward-looking growth scenarios by default, not just a historical-average assumption, so the result is a range, not one confident number. Pass annual_liquidity_budget to see exactly which years a stated liquidity budget would be breached. A free preview shows the peak liquidity need under one scenario; full multi-scenario comparison and year-by-year detail require a plugin subscription.
只读
幂等
输入模式
{'type': 'object', 'required': ['annual_commitment'], 'properties': {'scenario': {'type': 'string', 'description': 'A single scenario id (historical_baseline, regime_transition, ai_productivity_acceleration, structural_stagnation) to run one scenario only — omit to see the full range (subscription required)'}, 'vintage_years': {'type': 'number', 'description': 'How many consecutive years you keep making new commitments (default 5)'}, 'fund_life_years': {'type': 'number', 'description': 'Assumed life of each fund vintage in years (default 12)'}, 'annual_commitment': {'type': 'number', 'description': "Dollar amount you'd commit to new private-fund vintages each year"}, 'rate_of_contribution': {'type': 'number', 'description': "Fraction of a vintage's uncalled capital called per year during its investment period (default 0.30)"}, 'rate_of_distribution': {'type': 'number', 'description': 'Base annual distribution rate applied to unrealized value, back-loaded via a bow curve (default 0.20)'}, 'annual_liquidity_budget': {'type': 'number', 'description': 'Optional — your actual annual liquidity budget for capital calls, to flag years it would be breached'}, 'investment_period_years': {'type': 'number', 'description': 'Years each vintage actively calls capital before calls stop (default 5)'}}}
输出模式
{'type': 'object', 'required': ['scenarios'], 'properties': {'locked': {'type': 'boolean'}, 'scenarios': {'type': 'array'}}}
art.learning_track
The Art Investor Learning Track
Full lesson content (including 'Female Artists: An Overlooked Asset Class') for an active plugin subscription; otherwise the 3 track titles and lesson titles only, with a link to subscribe.
只读
幂等
输入模式
{'type': 'object', 'properties': {}}
输出模式
{'type': 'object', 'required': ['tracks', 'locked'], 'properties': {'locked': {'type': 'boolean'}, 'tracks': {'type': 'array'}}}
art.library
The Art Library
Full summaries for an active plugin subscription; otherwise book/podcast/paper titles and authors only, with a link to subscribe.
只读
幂等
输入模式
{'type': 'object', 'properties': {}}
输出模式
{'type': 'object', 'required': ['items', 'locked'], 'properties': {'items': {'type': 'array'}, 'locked': {'type': 'boolean'}}}
behavioral.brain_map
The Investing Brain Map
Full content (hijack patterns, navigation strategies) for an active plugin subscription; otherwise the 4 region names and one-line functions only, with a link to subscribe.
只读
幂等
输入模式
{'type': 'object', 'properties': {}}
输出模式
{'type': 'object', 'required': ['regions', 'locked'], 'properties': {'locked': {'type': 'boolean'}, 'regions': {'type': 'array'}}}
disclosures.get
Get Legal Disclosures
Returns the full regulatory disclosure, accredited investor definition, and risk disclosure that apply to this plugin's content — the same language used in the app itself. Call this any time a user asks about risk, eligibility, or what this content legally is/isn't.
只读
幂等
输入模式
{'type': 'object', 'properties': {}}
输出模式
{'type': 'object', 'required': ['regulatory', 'accredited_investor', 'risk'], 'properties': {'risk': {'type': 'string'}, 'regulatory': {'type': 'string'}, 'accredited_investor': {'type': 'string'}}}
explain.holding
Explain an Investment You Own or Are Considering
The complement to third-party MCP connectors that bridge your live brokerage accounts (Fidelity/Schwab/Vanguard-style) into Claude — those show WHAT you own; this explains what it IS. Given an asset type, returns the plain-language glossary term(s) always; for an active plugin subscription, also returns the specific cognitive bias most likely to distort how people think about this asset type and a due-diligence angle, otherwise a locked note.
只读
幂等
输入模式
{'type': 'object', 'required': ['holding_type'], 'properties': {'holding_type': {'type': 'string', 'description': "The asset type, e.g. 'private equity fund', 'DeFi position', 'art fund', 'ESG fund'"}}}
输出模式
{'type': 'object', 'required': ['terms', 'locked'], 'properties': {'terms': {'type': 'array'}, 'locked': {'type': 'boolean'}}}
facts.random
Get a Random Investing Fact
A short, sourced statistic about women & finance, behavioral economics, alternative investing, or the art market.
只读
幂等
输入模式
{'type': 'object', 'properties': {'category': {'enum': ['Women & Finance', 'Behavioral Economics', 'Alternative Investing', 'Art Market'], 'type': 'string', 'description': 'Optional category filter. Omit for any category.'}}}
gdr.deep_dive_track
Gross Domestic Regeneration (GDR) — An Emerging Economic Model
A recently proposed (2026), NOT institutionally adopted alternative to GDP — measuring an economy by what it regenerates (ecological, social, and capital dimensions, treated as interdependent) rather than what it produces. Explicitly caveated throughout as an unvalidated, single-thought-leader framework, grounded against decades of real, verified 'beyond GDP' precedent (Bhutan's Gross National Happiness Index, the UN's SEEA Ecosystem Accounting standard, state-level Genuine Progress Indicators, Doughnut Economics). Worth knowing as part of doing your own homework on an investment thesis before acting on it. Full narrative content for an active plugin subscription; otherwise lesson titles and key takeaways only.
只读
幂等
输入模式
{'type': 'object', 'properties': {}}
输出模式
{'type': 'object', 'required': ['title', 'lessons', 'locked'], 'properties': {'title': {'type': 'string'}, 'locked': {'type': 'boolean'}, 'lessons': {'type': 'array'}}}
gender_lens.learning_track
Gender Lens Investing Track
A dedicated track on investing through a gender lens, treated as its own subject rather than a subcategory of ESG — the wealth gap in real numbers, the underfunding of women-led ventures as a genuine investment thesis, how the strategy works across public and private markets, the history behind the gap, and what the peer-reviewed research does and doesn't support. Full narrative content for an active plugin subscription; otherwise lesson titles and key takeaways only.
只读
幂等
输入模式
{'type': 'object', 'properties': {}}
输出模式
{'type': 'object', 'required': ['title', 'lessons', 'locked'], 'properties': {'title': {'type': 'string'}, 'locked': {'type': 'boolean'}, 'lessons': {'type': 'array'}}}
glossary.browse
Browse the Glossary
Browse all 351 glossary terms by category (Alternative Assets, Art, DeFi & Crypto, ESG & Climate, Behavioral Economics, Gender Lens Investing).
只读
幂等
输入模式
{'type': 'object', 'properties': {'limit': {'type': 'number', 'description': 'Max terms (default 25, max 100)'}, 'category': {'type': 'string', 'description': 'Category to browse. Omit for all.'}}}
glossary.lookup
Look Up a Financial Term
Look up a term from the app's 351-term glossary — always free in the app, always free here. Spans alternative assets, DeFi, ESG, behavioral economics, art, and gender lens investing.
只读
幂等
输入模式
{'type': 'object', 'required': ['term'], 'properties': {'term': {'type': 'string', 'description': 'The financial term to look up'}}}
glossary.search
Search the Glossary
Full-text search across all 351 glossary terms and definitions.
只读
幂等
输入模式
{'type': 'object', 'required': ['query'], 'properties': {'limit': {'type': 'number', 'description': 'Max results (default 10, max 50)'}, 'query': {'type': 'string', 'description': 'Keyword or phrase to search'}}}
learn.list_modules
List Learning Modules
Lists all 9 learning modules with a short description and whether each is free in full or preview-only — the same index as the app's own Learn tab.
只读
幂等
输入模式
{'type': 'object', 'properties': {}}
输出模式
{'type': 'object', 'required': ['modules'], 'properties': {'modules': {'type': 'array'}}}
learn.module
Read a Learning Module
Returns the actual content (sections, quiz preview) for a learning module, gated exactly like the app: one module free in full, every other module capped at its first section(s)/quiz with the rest listed by title only and a link to subscribe for full access.
只读
幂等
输入模式
{'type': 'object', 'required': ['module_id'], 'properties': {'module_id': {'type': 'string', 'description': "Module id or title (e.g. 'mod_art', 'Art as Investment') — see learn.list_modules for the full list"}}}
pe_secondaries.deep_dive_track
PE/VC Secondaries & Continuation Funds
What a GP-led continuation fund actually is, the structural conflict of interest at its center seen from both the GP's and the LP's side, who has a stake in the outcome without a vote (portfolio-company employees, never accredited LPs themselves), the behavioral trap built into the 'roll or cash out' decision, and an honest look at whether longer hold periods serve patient capital or deferred accountability — including a carefully-hedged gender-lens hypothesis. Full narrative content for an active plugin subscription; otherwise lesson titles and key takeaways only.
只读
幂等
输入模式
{'type': 'object', 'properties': {}}
输出模式
{'type': 'object', 'required': ['title', 'lessons', 'locked'], 'properties': {'title': {'type': 'string'}, 'locked': {'type': 'boolean'}, 'lessons': {'type': 'array'}}}
reading.list
Get the Curated Reading List
The app's curated reading list spanning behavioral economics, venture capital, economic history, and policy — always free in the app, always free here.
只读
幂等
输入模式
{'type': 'object', 'properties': {'category': {'type': 'string', 'description': 'Optional category filter.'}}}
输出模式
{'type': 'object', 'required': ['items'], 'properties': {'items': {'type': 'array'}}}
retirement.monte_carlo_estimator
Retirement Cash-Flow Monte Carlo Estimator
A real Monte Carlo simulation — thousands of trials, not one deterministic projection — estimating the odds your savings and contributions support your stated retirement income target. Deliberately does NOT assume a fixed withdrawal rule like the '4% rule,' since that figure is itself an output of one specific historical regime, not a law; you state your own target income and the tool reports the odds under each named forward-looking scenario. Runs across multiple market-assumptions.js scenarios by default (historical baseline, regime transition, AI-productivity acceleration, structural stagnation) so you see how sensitive your plan actually is to an assumption most calculators bake in silently. Pair with alts.illiquidity_pacing_stress_test to see how an alternative-asset allocation affects overall retirement success odds. Free preview shows the success rate under one scenario; full multi-scenario comparison and percentile detail require a plugin subscription.
只读
幂等
输入模式
{'type': 'object', 'required': ['current_age', 'retirement_age', 'current_savings', 'annual_contribution', 'desired_annual_retirement_income'], 'properties': {'scenario': {'type': 'string', 'description': 'A single scenario id to run one scenario only — omit to see the full range (subscription required)'}, 'current_age': {'type': 'number', 'description': 'Your current age in years'}, 'equity_weight': {'type': 'number', 'description': 'Fraction of the portfolio in equity-like assets, 0-1 (default 0.6)'}, 'retirement_age': {'type': 'number', 'description': 'The age you plan to retire and begin withdrawals'}, 'current_savings': {'type': 'number', 'description': "Current portfolio balance in today's (real) dollars"}, 'life_expectancy': {'type': 'number', 'description': 'Planning horizon age (default 90)'}, 'annual_contribution': {'type': 'number', 'description': "Amount contributed per year, in today's (real) dollars, during the years between current_age and retirement_age"}, 'desired_annual_retirement_income': {'type': 'number', 'description': "Your own target annual retirement income in today's (real) dollars — required; this tool will not assume a withdrawal rate for you"}}}
输出模式
{'type': 'object', 'required': ['scenarios'], 'properties': {'locked': {'type': 'boolean'}, 'scenarios': {'type': 'array'}}}
rwa.deep_dive_track
Tokenized Real-World Assets
How traditional assets — Treasury bills, money-market funds, private credit, real estate — get represented as on-chain tokens, who actually holds the underlying asset, where '24/7 instant liquidity' claims hold up and where they don't, and what U.S. regulators have said about it as of early 2026. Grounded in SEC primary sources and live tokenized-asset market data. Full narrative content for an active plugin subscription; otherwise lesson titles and key takeaways only.
只读
幂等
输入模式
{'type': 'object', 'properties': {}}
输出模式
{'type': 'object', 'required': ['title', 'lessons', 'locked'], 'properties': {'title': {'type': 'string'}, 'locked': {'type': 'boolean'}, 'lessons': {'type': 'array'}}}
toolkit.frameworks
Due Diligence / Risk / Tax Frameworks
Full due-diligence/risk/tax checklists for an active plugin subscription (independent of the app's own subscription); otherwise titles and categories only, with a link to subscribe.
只读
幂等
输入模式
{'type': 'object', 'properties': {}}
输出模式
{'type': 'object', 'required': ['items', 'locked'], 'properties': {'items': {'type': 'array'}, 'locked': {'type': 'boolean'}}}
vc_pe.deep_dive_track
Venture Capital & Private Equity — What They Are, Who Can Access Them, and What a Family Office Actually Is
Why venture capital and private equity exist as their own category of investing, a full breakdown of what 'accredited investor' actually means and the real risk behind that gate (illiquidity, failure rates, manager dependency), and what a family office is — including the real 2026 cost and AUM-threshold numbers behind single-family vs. multi-family office structures. Full narrative content for an active plugin subscription; otherwise lesson titles and key takeaways only.
只读
幂等
输入模式
{'type': 'object', 'properties': {}}
输出模式
{'type': 'object', 'required': ['title', 'lessons', 'locked'], 'properties': {'title': {'type': 'string'}, 'locked': {'type': 'boolean'}, 'lessons': {'type': 'array'}}}
历史
近期工具变更
已更改
advisors.registration_check
2026年10月1日 02:42
已更改
retirement.monte_carlo_estimator
2026年10月1日 02:42
已更改
advisors.women_focused_directory
2026年10月1日 02:42
已更改
alts.illiquidity_pacing_stress_test
2026年10月1日 02:42
已更改
pe_secondaries.deep_dive_track
2026年10月1日 02:42
已更改
rwa.deep_dive_track
2026年10月1日 02:42
已更改
vc_pe.deep_dive_track
2026年10月1日 02:42
已更改
gdr.deep_dive_track
2026年10月1日 02:42
已更改
gender_lens.learning_track
2026年10月1日 02:42
已更改
explain.holding
2026年10月1日 02:42
已更改
disclosures.get
2026年10月1日 02:42
已更改
reading.list
2026年10月1日 02:42
已更改
art.library
2026年10月1日 02:42
已更改
art.learning_track
2026年10月1日 02:42
已更改
behavioral.brain_map
2026年10月1日 02:42
已更改
toolkit.frameworks
2026年10月1日 02:42
已更改
facts.random
2026年10月1日 02:42
已更改
learn.module
2026年10月1日 02:42
已更改
learn.list_modules
2026年10月1日 02:42
已更改
glossary.browse
2026年10月1日 02:42
已更改
glossary.search
2026年10月1日 02:42
已更改
glossary.lookup
2026年10月1日 02:42
已添加
advisors.registration_check
2026年9月25日 02:40
已添加
retirement.monte_carlo_estimator
2026年9月25日 02:40
已添加
advisors.women_focused_directory
2026年9月25日 02:40
已添加
alts.illiquidity_pacing_stress_test
2026年9月25日 02:40
已添加
pe_secondaries.deep_dive_track
2026年9月25日 02:40
已添加
rwa.deep_dive_track
2026年9月25日 02:40
已添加
vc_pe.deep_dive_track
2026年9月25日 02:40
已添加
gdr.deep_dive_track
2026年9月25日 02:40
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