Overview

Invest Calc is an MCP server that provides programmatic access to specialized financial calculations for investments. It handles compound growth, risk assessment, and projection simulations without external dependencies, enabling integration into AI agents, spreadsheets, or custom apps.

Key Capabilities

compound_interest: Calculates future value of investments with compounding over time, supporting variable rates and contributions.
fire_calculator: Determines Financial Independence Retire Early (FIRE) timelines based on savings rate, expenses, and expected returns.
portfolio_risk: Computes Sharpe and Sortino ratios to evaluate risk-adjusted returns for asset portfolios.
dca_simulation: Simulates dollar-cost averaging strategies across market scenarios with historical or projected data.
dividend_reinvestment: Models growth from reinvested dividends, including tax implications and yield curves.
retirement_projections: Generates multi-decade forecasts for retirement savings, withdrawals, and sustainability.

Use Cases

An investor uses fire_calculator and retirement_projections to assess how increasing monthly savings impacts early retirement feasibility.
A portfolio manager runs portfolio_risk with sharpe_ratio and sortino_ratio to compare asset allocations under volatility.
A developer integrates dca_simulation into a trading bot to backtest strategies against crypto or stock price histories.
Financial advisors apply compound_interest and dividend_reinvestment for client reports on long-term wealth accumulation.

Who This Is For

Target users include quantitative analysts needing risk metrics, personal finance developers automating projections, robo-advisors simulating strategies, and individual investors running what-if scenarios. It suits those requiring server-side precision without building math libraries from scratch.