Backtest S&P 500 stocks and ETFs on real prices, plus loan, savings, FIRE and retirement tools.
Connect Remote server
claude mcp add --transport http smartfin https://smartfin.fyi/mcp{
"mcpServers": {
"smartfin": {
"url": "https://smartfin.fyi/mcp"
}
}
}{
"servers": {
"smartfin": {
"type": "http",
"url": "https://smartfin.fyi/mcp"
}
}
}Settings > Connectors > Add custom connector
URL: https://smartfin.fyi/mcpTools 20 found in our last check
smartfin_compare_investment_strategiesRuns one amount through three ways of buying the same US stock or index ETF over a chosen period, on real daily closing prices (adjusted for splits and reinvested dividends): all at once on the first trading day (lump sum), spread evenly on the trading day nearest the 1st of eac…
smartfin_calculate_investment_returnWhat an amount invested in a US stock or index ETF became over a past period under one strategy: lump_sum (all on the first trading day), monthly (spread on the trading day nearest the 1st of each month) or buy_the_dip (bought after falls of a set % from the latest high), on rea…
smartfin_compare_time_periodsWhat a fixed amount in a US stock or index ETF became across reference periods ending today (or on as_of_date): since 2000, since the dot-com peak (24 Mar 2000), since the dot-com crash low (9 Oct 2002), since the 2007 peak (9 Oct 2007), since the 2008 crash low (9 Mar 2009), si…
smartfin_calculate_loan_paymentMonthly payment, total interest and total paid for a fixed-rate loan with monthly payments: mortgage, car, student or personal loan. Give either loan_amount, or home_price with down_payment_pct for a mortgage. A mortgage takes the mortgage calculator's ranges: $1,000 to $100,000…
smartfin_project_savings_growthFuture balance of savings or an investment growing at a fixed yearly rate, with optional monthly contributions and a chosen compounding frequency. Returns the balance, total paid in and interest earned. Use for forward-looking "how much will I have" questions at an assumed rate.…
smartfin_calculate_inflation_impactWhat an amount will be worth in today's money after years of inflation at a fixed yearly rate, and what something costing that amount today will cost then. Use for questions about buying power or future prices at an assumed inflation rate. Do not use for historical CPI lookups:…
smartfin_calculate_fire_numberWorks the way SmartFin's FIRE calculator does. The FIRE number today is yearly expenses divided by a withdrawal-rate assumption. Each year savings grow at an assumed return with the yearly savings added, while expenses (and so the FIRE number) rise with inflation; FIRE is the fi…
smartfin_calculate_retirement_withdrawalWorks the way SmartFin's withdrawal calculator does, with withdrawals monthly, quarterly or annually and the balance earning a yearly return between them. how_long: how many years a balance lasts at a set withdrawal, optionally rising each year with inflation. how_much: the with…
smartfin_calculate_simple_interestThe interest earned and the final amount on a principal at a fixed yearly rate over a number of years, when interest is not compounded (interest = principal x rate x time). Use for questions about simple interest on a loan or deposit, such as a short-term note or a bond coupon a…
smartfin_calculate_future_valueWhat a single present amount grows to at a fixed yearly rate with interest added to the balance at a chosen frequency, and the growth over the starting amount (FV = PV x (1 + r/n)^(n x t)). Use for questions about what a lump sum becomes after some years at an assumed rate, or t…
smartfin_calculate_missing_variableFinds the one missing number among four that sit in the same equation, a single amount earning one fixed yearly rate with interest added at a chosen frequency (FV = PV x (1 + r/n)^(n x t)): the future value, the starting amount, the annual rate, or the time in years. Use when th…
smartfin_calculate_present_valueWhat an amount due in the future is worth today at a fixed yearly discount rate, and the discount between the two (PV = FV / (1 + r/n)^(n x t)). Use for questions about the value today of money received later, at a discount rate the user supplies. Do not use to pick a discount r…
smartfin_calculate_roiThe profit or loss and the ROI percentage from an initial investment and a final value (ROI = (final - initial) / initial x 100). Negative results are valid. It is not annualized. Use for questions about the total percentage return on money put in, from two values. Do not use fo…
smartfin_calculate_profit_marginThe profit and the profit margin percentage from revenue and total costs (margin = (revenue - costs) / revenue x 100). A negative margin is a valid result. Use for questions about profit as a share of sales, from two figures for the same period. Do not use for return on money in…
smartfin_compare_rent_vs_buyCompares buying a home with a fixed-rate mortgage against renting a similar home and investing the money not spent on the home, over the years someone plans to stay, the way SmartFin's rent vs buy calculator does. Both start with the same cash and spend the same each month; whic…
smartfin_calculate_savings_vs_investingCompares the modeled balances of a savings account and of an investment after 1 to 50 years, from the same starting amount and the same monthly contribution, the way SmartFin's savings vs investing calculator does. You give the savings rate and the investment return; each is hel…
smartfin_calculate_mortgage_payoffHow much sooner a fixed-rate mortgage (or other fixed-rate loan paid monthly) ends with an extra amount every month, a one-off payment, or both, from today's balance, the way SmartFin's mortgage payoff calculator does. Give the time left (years_left) or the monthly payment from…
smartfin_calculate_down_paymentHow long savings take to reach a home down payment, from what is saved so far plus the same amount each month growing at a fixed yearly rate, and, with reach_within_months, the monthly amount that reaches it by then, the way SmartFin's down payment calculator does. Returns the d…
smartfin_compare_two_stocksCompares two US-listed stocks or index ETFs on identical dates with the same money, on daily closing prices adjusted for stock splits with dividends reinvested, the way SmartFin's Compare Two Stocks page does. Returns, for each, the value of the starting amount and its total and…
smartfin_get_embed_codeThe HTML to put one of SmartFin's free calculators on a website the user runs: a blog post, a class or library page, a client resources page. One iframe line, free, no sign-up, no cookies or tracking; the widget fills the width it's given and follows the reader's light or dark m…
Details
| Endpoint | https://smartfin.fyi/mcp (Streamable HTTP) |
| First published | 29 Sep 2026 |
| Last updated | 29 Sep 2026 |
| Registry name | fyi.smartfin/smartfin |
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