advisoriq-mcp

AdvisorIQ MCP — AI Tools for Financial Advisors

Plug real financial calculations into Claude and ChatGPT. Clients get accurate, personalized answers — not generic AI guesses.

7 Tools

• investment_screener — Match stocks, ETFs, or REITs to client criteria
• retirement_calculator — Project retirement readiness from real numbers
• portfolio_analyzer — Flag concentration risk and diversification gaps
• goal_tracker — Turn goals into timelines and monthly savings targets
• tax_estimator — Spot Roth conversion windows and loss harvesting opportunities
• document_checklist — Onboarding doc list by client type (W2, self-employed, retiree)
• market_summary — Plain-English context on any index or sector

Example Queries

• "I'm 48, earn $180K, want to retire at 62 — am I on track?"
• "Screen for dividend ETFs under 0.2% expense ratio"
• "My client has 60% in tech — how concentrated is that?"

No API key required. Works with any MCP-compatible client.