Agent Financial Advisor
Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI.
| Endpoint | https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp (streamable-http) |
|---|---|
| Registry version | 0.1.0 |
| Now | 10 tools · grade D (57) · pin ts_6bbaae83c572c66f8dfe3a3aebb88585 · protocol 2025-06-18 |
| First / last listed | 2026-10-30 01:18 UTC / 2026-10-30 01:18 UTC |
| Grade over time | 2026-10-30: D (57), 10 tools |
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Tools: rules_digest pre_trade_check position_size tax_lot_plan portfolio_review strategy_audit suitability_check options_risk_check advisor_memo get_api_key
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 replacement of the Pattern Day Trader rule. Price: free. params: topic |
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, Reg SHO short-sale rules, wash-sale exposure, position concentration, per-trade risk versus stop, liquidity, spread, fat-finger prices, leverage and market hours. Returns approve / approve_with_warni params: account*, order*, market, policy |
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 and round lots, and explains the binding constraint. Price: $0.005. params: equity*, entry_price*, method*, side, stop_price, risk_pct, atr, atr_multiple, annual_vol, target_annual_vol_contribution, win_rate, avg_win, avg_loss, kelly_fraction, max_position_pct, lot_size, allow_fractional |
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. With mode=harvest it scans positions for tax-loss harvesting. Price: $0.02. params: mode, symbol, lots*, sell, prices, as_of, recent_transactions, tax_rates, min_harvest_loss |
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 return history, volatility, Sharpe, Sortino, drawdown, VaR/CVaR and beta. Ends with prioritized findings. Price: $0.05. params: holdings*, cash, targets, rebalance_band, returns, benchmark_returns, periods_per_year, risk_free_rate, limits |
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 tests whether the edge is real: t-stat, Probabilistic Sharpe Ratio and the Deflated Sharpe Ratio that corrects for how many variants you tried. Returns a verdict and red flags. Price: $0.1. params: trades, returns, periods_per_year, n_trials, trial_sharpe_variance, starting_equity |
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 experience under Reg BI / fiduciary standards, flags complex products, and returns a timestamped, hashed suitability memo for the audit file. Price: $0.03. params: client*, allocation*, products, max_single_position_pct, annual_fee_pct |
options_risk_check | Check an options book (existing or proposed legs) the way a broker's options desk would: covered, cash-secured, spread or naked; margin requirement under FINRA Rule 4210; cash-account limits; required approval level; early-assignment risk around ex-dividend dates; pin risk; auto-exercise of expiring in-the-money longs and the capital it needs; max loss; and net Greeks. Returns approve / approve_wi params: account*, underlying*, legs*, as_of, policy |
advisor_memo | Send a planned trade, options position or portfolio and get a written decision memo: proceed, proceed with changes, or do not proceed, with the risks, the exact changes to make, the rules that apply and a dated note for your audit file. Runs pre_trade_check, position_size, tax_lot_plan, options_risk_check and portfolio_review on whichever sections you send, then Claude writes the memo; it never ov params: context, trade, sizing, tax_lots, options, portfolio |
get_api_key | Free. Creates an API key for this agent (25 free calls a day, then prepaid credits) and attaches it to this MCP session, so the next calls use it automatically. Call this when the anonymous trial runs out. Save the key and add ?key=<key> to the MCP URL (or send Authorization: Bearer <key>) to keep using it in later sessions. params: label |
Entries describe changes in tool definitions. They are not statements about a server, its quality or its author. The grade measures how the tool definitions fit model providers (token cost, schema compatibility, confusable names) as scored by the ToolFit engine at the time of the listing. JSON: append .json. Opt-out: how or hello@youraitools.co.