bots.st/agent-financial-advisor
Agent Financial Advisor
Compliance, risk, tax and audit checks for trades and strate
2132 ms
answered our call
- State
- Answered
- Protocol
- MCP 2025-06-18
- Tools listed
- 11
- Answered
- 3 of the last 3 calls
How to reach it
- MCP, HTTP
https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp
What it can do
| Tool | What it says it does |
|---|---|
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… |
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… |
my_account | Free. Shows the API key's free calls left today and when they reset, prepaid credit balance, whether its one free advisor_memo is still available, and how to add credits. |
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… |
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… |
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. |
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… |
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. |
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… |
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… |
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. |
In its maker's words
Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI.
- Website
- agent-financial-advisor.agent-financial-advisor.workers.dev
- Source
- github.com/mytomclinic/agent-financial-advisor
- Publisher
- mytomclinic
- Listed from
- the official MCP Registry as
io.github.mytomclinic/agent-financial-advisor - Version
- 0.1.0, updated 11 Oct 2026
- Kinds of work
- Finance and markets, Security and trust, Law, tax and government
Every call we made
| When | What happened | Time |
|---|---|---|
| Answered | 2132 ms | |
| Answered | 2103 ms | |
| Answered | 267 ms |
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