Tools
WebMCP Tools for AI Agents
Every Swoopr Investment calculator that an AI agent can call as a structured tool, what each one needs, and how an agent finds them.
Direct Answer
WebMCP lets a web page register structured tools that a browser-based AI agent can call directly, instead of reading the screen and filling in forms. Swoopr Investment registers its calculators, simulators and scorecards this way, each on its own page, plus three discovery tools on every public page. Every tool is read-only and works only on the inputs it is given.
What is WebMCP?
WebMCP is a proposed browser API, developed in the open by the Web Machine Learning community group, that brings the idea behind the Model Context Protocol into the web page itself. A page registers named tools, each with a description and a JSON Schema for its inputs, and an agent built into the browser can call them and read a structured result.
For a calculator site that matters because the alternative is fragile: an agent that reads the screen has to find the right inputs, type numbers, press buttons and then parse a formatted result. Calling a tool skips all of that and gets the same numbers the page would show, as JSON.
How does an agent detect WebMCP support?
- Check the browser. Support exists when
navigator.modelContextis present (earlier builds useddocument.modelContext). Without it, pages register nothing and behave normally. - Let the page load. Each tool page registers its own tools when it loads, and only while WebMCP is switched on for the site, so the tool list belongs to the page that is open.
- Discover, then open. On any public page, call
find_swoopr_toolto search the tool list, thenopen_swoopr_toolto navigate to the page that registers the one you need. - Read before calling. The browser lists each tool with its description and input schema, which say what it computes, which parameters it takes, their types and limits, and which are required. The table below names every page tool and the page that registers it.
Which tools are available on every page?
3 discovery tools are registered on every public page. They search and open the site; they do not calculate anything themselves.
find_swoopr_tool
Searches the list of interactive calculators and simulators by keyword or plain-language intent and returns a short ranked list of matching tools with their page links.
| Parameter | Type | Required | Constraints | Description |
|---|---|---|---|---|
query | string | Yes | 1 to 200 characters | Free-text description of what the user wants to do, e.g. 'size a crypto trade' or 'compare two stocks'. |
limit | integer | No | At least 1; at most 10; default 5 | Max results to return. |
Example input:
{
"query": "size a crypto trade",
"limit": 3
}Returns a JSON object (serialized as a string) with these fields:
results: Ranked matches (up to the limit, max 10), each with tool id, tool name, title, short description and page URL
If an input is missing or invalid, the tool returns {"error": true, "message": "..."} with a plain-language reason instead of a result.
open_swoopr_tool
Navigates the current browser tab to a calculator or simulator page, given that tool's id from a tool search. Only known internal tool pages can be opened.
| Parameter | Type | Required | Constraints | Description |
|---|---|---|---|---|
toolId | string | Yes | At least 1 character | Canonical capability id from the registry, e.g. 'crypto_position_size'. |
Example input:
{
"toolId": "crypto_position_size"
}Returns a JSON object (serialized as a string) with these fields:
navigated: True when the id matched a known tool and navigation was startedurl: Relative URL of the tool page that was opened
If an input is missing or invalid, the tool returns {"error": true, "message": "..."} with a plain-language reason instead of a result.
search_swoopr_education
Searches educational guides, glossary and hub pages by keyword and returns a short ranked list of page titles, descriptions and links. Matches on page titles and descriptions, not full article text.
| Parameter | Type | Required | Constraints | Description |
|---|---|---|---|---|
query | string | Yes | 1 to 200 characters | Search terms, e.g. 'dollar cost averaging' or 'what is a stop loss'. |
limit | integer | No | At least 1; at most 10; default 5 | Max results to return. |
Example input:
{
"query": "dollar cost averaging",
"limit": 3
}Returns a JSON object (serialized as a string) with these fields:
results: Ranked matching pages (up to the limit, max 10), each with title, description, relative URL and site section
If an input is missing or invalid, the tool returns {"error": true, "message": "..."} with a plain-language reason instead of a result.
- Availability: registered on every public page in a browser that exposes
navigator.modelContext(WebMCP), while WebMCP is switched on for the site. - Safety: same-origin. Nothing here places orders, moves money, signs transactions or reads account data; a tool marked as not read-only only navigates this tab to another Swoopr Investment page.
- Results are educational estimates computed from the inputs supplied, not personalized financial advice.
Which page tools can an agent call?
154 tools across 145 pages. Each link goes to the page that registers the tool. The tool describes itself to the agent through WebMCP: its description, an input schema with a type and limits for every parameter, and a read-only hint. A tool is only callable while its page is open.
| Tool | Page | What it does |
|---|---|---|
analyze_affordability | Household Debt and Credit Explained | Measures a new recurring monthly payment plus existing monthly debt payments against a ceiling you set as a percent of gross monthly income, returning the share of income used, the ceiling in dollars and the headroom left. |
analyze_correlation_risk | Diversification Ratio Formula: Correlation & Portfolio Risk | Measures how much diversification 2 to 10 hypothetical holdings get from assumed correlations: portfolio volatility between its perfect-correlation ceiling and zero-correlation floor, the diversification ratio, effective number of bets, and each holding's share of risk. |
analyze_cot_positioning | COT Positioning Explorer | Analyzes weekly CFTC Traders in Financial Futures positioning you supply for one participant category: net position, net share of open interest, weekly change, gross exposure, percentile and z-score, freshness, and a plain-language sentence. Set useSample for a fictional illustrative dataset. Describes reported positioning, not a forecast. |
analyze_fee_compounding | Investment Fee Compounding Study | Projects what one recurring annual fee costs over time on hypothetical assumptions, splitting the shortfall into fee dollars paid and the compounding those dollars would have earned. Can also model a withdrawal phase with rising annual income. |
analyze_fund_overlap | ETF Overlap Tool: Compare Holdings & Diversification | Measures how much 2 to 5 funds hold the same securities, using holdings weights you supply: weighted overlap for every pair, names held by more than one fund, sector overlap, and combined exposure when you give each fund's share of a portfolio. |
analyze_portfolio_x_ray | Portfolio X-Ray Calculator | Analyzes a manually entered list of holdings: allocation by asset type, concentration (HHI and effective number of holdings), look-through exposure to names held directly and inside funds, and a weighted expense ratio, each with coverage percentages. |
analyze_rule_606_disclosure | Rule 606 Routing Disclosure Explorer | Converts payment-for-order-flow figures from a broker's quarterly Rule 606 routing report into dollars per month and per year, per share and basis points, or compares two or three brokers on the same volume. It describes routing payments only, not fill quality. |
analyze_signal_decay | Signal Decay Visualizer | Fits an exponential decay curve to a hypothetical series of rolling information coefficient readings, estimating the signal's half-life, its information ratio and how much predictive strength has faded, with a keep, monitor or retire assessment. |
analyze_trading_journal | Trading Journal Tool: Log and Analyze Your Trades | Summarizes a caller-supplied list of trades: win rate, average win and loss, average R-multiple, expectancy, and best and worst trade. It does not read any saved journal or fetch market data. |
analyze_vertical_spread | Vertical Spread Analyzer | Analyzes a two-leg vertical options spread (bull call, bear put, bull put or bear call) at expiration: net debit or credit, maximum gain and loss, breakeven, risk-to-reward ratio and a rough probability-of-profit estimate. |
analyze_xbrl_concept | XBRL Financial Statement Explorer | Cleans up a company concept data payload from SEC XBRL that you supply: keeps the latest filed value for each period, flags restatements with the superseded figure, and reports period-over-period change, a compound annual rate where defined, and comparability warnings. |
assess_cross_asset_risk_appetite | Cross-Asset Risk Appetite Dashboard | Describes cross-asset risk appetite from component readings you supply (equity participation, credit, volatility, rates and dollar, positioning, leverage): each family's state, confidence and raw values, how complete the evidence is, and any contradictions between families. Descriptive only, not a forecast or a recommendation. |
assess_leverage_context | Margin Debt Leverage Context Panel | Describes margin debit leverage context from a monthly history you supply, with credit, volatility and breadth states. With no input it uses the labelled illustrative sample. A description of evidence, not a forecast. |
benchmark_industry_kpi | Industry KPI Benchmarker Tool | Rates a supplied company operating metric, such as SaaS net revenue retention, airline load factor or bank net interest margin, against typical published industry ranges, returning a rating tier, an approximate percentile band and what the reading usually signals. |
bond_duration_convexity | Bond Duration Explained | Calculates Macaulay duration, modified duration, convexity, DV01 and estimated price changes for an upward and downward yield shock on an option-free fixed-rate bond, from its coupon, maturity, frequency and yield. |
build_cd_ladder | CD Ladder Builder | Splits a hypothetical amount evenly across a chosen number of CD ladder rungs and estimates one year of interest per rung at a single assumed APY. A planning illustration, not a quote for any specific CD. |
build_exit_cap_sensitivity | Real Estate Cap Rate & Cash-on-Cash Calculator | Builds a grid of implied resale values for a rental property, one row per assumed annual growth rate in net operating income and one column per exit cap rate, over a chosen holding period. Excludes sale costs, loan payoff and taxes. |
build_household_balance_sheet | Net Worth Calculator and Guide | Builds a categorized household balance sheet from labeled asset and liability line items, with subtotals and shares per category, the largest category on each side, net worth and the debt-to-asset ratio. |
build_operations_runbook | Operations Runbook Generator | Generates a Markdown operations runbook template for an order management system, covering startup, intraday reconciliation, break escalation, outage recovery, end-of-day closedown and recordkeeping, adapted to the chosen setup and jurisdiction. |
build_policy_portfolio | Policy Portfolio Builder | Computes expected return, volatility, Sharpe ratio and each asset class's share of total risk for a four-asset policy portfolio (equities, bonds, alternatives, cash) from target weights, return and volatility assumptions and three correlations. |
build_position_policy_template | Position-Policy Template Generator | Assembles a written position policy in Markdown from user-chosen limits: concentration caps, rebalancing triggers, drawdown rules, cash policy, review cadence and exception workflow, plus a pre-trade checklist and a version block. |
build_research_memo | Research Workbench: Guided Stock Studies | Organizes your research notes on a company or asset into a Markdown memo following eight steps from defining the question to scheduling a review, marks unfilled sections as not yet researched, and flags sources older than 180 days or without a date. |
build_research_protocol | Research Protocol Generator | Writes a pre-registration protocol for a backtest from a hypothesis, mechanism, universe, signal, costs, metric and robustness checks, and reports the Bonferroni-adjusted t-statistic threshold for the number of tests run so far. |
build_stock_strategy_rule | Stock Strategy Rule Builder | Turns a stock strategy's universe, timing, entry signal, order type, exits, position sizing, portfolio limits, event policy and cost assumptions into a structured, versioned rule specification in plain text and JSON, listing optional fields left blank. |
calculate_after_tax_tracking_error | After-Tax Tracking Error Calculator | Measures realized after-tax tracking error from two equal-length series of periodic after-tax returns you supply (portfolio and benchmark, in percent): the active returns, the tracking difference, the periodic and annualized standard deviation, and the best and worst active period. Annualization uses the square root of time. At least two observations are required. |
calculate_apy_effective_yield | APY / Effective Yield Calculator | Converts a nominal annual interest rate and a compounding frequency into the annual percentage yield, and optionally shows the one-year ending balance and interest earned on a hypothetical starting balance. |
calculate_basis_trade_yield | Basis Trade Yield Calculator | Calculates the return on a hypothetical crypto cash-and-carry trade, buying spot and shorting a futures contract, from spot price, futures price, days to expiry and trading fees, including the annualized yield. |
calculate_bid_ask_spread_cost | Bid-Ask Spread Cost Calculator | Calculates what a bid-ask spread costs on a trade, one way and round trip, as dollars, basis points and percent of trade value, plus a yearly projection from your number of round trips, using a quoted bid and ask or a midpoint and spread. |
calculate_bond_price_yield | Bond Price & Yield to Maturity Calculator | Prices an option-free fixed-rate bond from its face value, coupon rate, maturity, payment frequency and a yield to maturity, or solves for the yield to maturity implied by a given price. |
calculate_cagr | CAGR: Formula, Example & Blind Spots | Calculates the compound annual growth rate from a beginning value, ending value and number of years, or projects an ending value from a beginning value, a target annual growth rate and a holding period. |
calculate_compound_growth | Compound Growth Calculator | Projects the future value of a starting balance plus regular contributions compounded at an assumed annual rate over a chosen number of years, and splits the result into deposits and growth. |
calculate_constrained_weight_optimizer | Constrained Weight Optimizer | Finds portfolio weights for 2 to 6 assets that maximize the Sharpe ratio or minimize variance within per-asset minimum and maximum weight limits, using hypothetical expected returns, volatilities and correlations, and compares them with the long-only unconstrained optimum. |
calculate_covariance_sensitivity | Covariance Sensitivity Tool | Sweeps the correlation between two chosen assets across a range and shows how much each asset's weight in the long-only minimum-variance portfolio moves, using hypothetical volatilities and base correlations for 2 to 5 assets. |
calculate_credit_card_payoff | Credit Card Payoff Calculator | Simulates paying off a credit card balance with a minimum payment set as a percent of the balance with a dollar floor, and optionally compares it with a fixed monthly payment. Reports months to payoff, total interest and total paid for each. Assumes no new purchases or fees. |
calculate_credit_utilization | Credit Utilization Calculator | Calculates per-card and overall credit utilization from hypothetical card balances and limits, the paydown needed to reach a chosen target ratio, and how utilization would change if the largest-limit card were closed. It does not estimate a credit score. |
calculate_crypto_liquidation_price | Crypto Liquidation Price Calculator | Calculates the isolated-margin liquidation price of a hypothetical leveraged long or short crypto futures position from entry price, leverage and the maintenance margin rate, plus how far price can move before liquidation. |
calculate_crypto_position | Crypto Position Size Calculator | Sizes a hypothetical spot or leveraged crypto trade so the stop-out loss matches a chosen percent of the account, adding exchange fees and slippage and estimating a simplified isolated-margin liquidation price. |
calculate_dcf_valuation | DCF Valuation: Formula, Forecast, WACC & Example | Estimates intrinsic value with a discounted cash flow model: projects free cash flow from a first-year figure and growth rate, discounts each year and a Gordon Growth terminal value back to today at a chosen discount rate. |
calculate_debt_to_income | Debt-to-Income Ratio Calculator | Calculates front-end (housing) and back-end (total debt) debt-to-income ratios from hypothetical gross monthly income and debt payments, and shows the headroom left under a chosen back-end ratio ceiling. |
calculate_defi_yield_il | DeFi Yield & Impermanent Loss Calculator | Estimates impermanent loss and net outcome for a hypothetical 50/50 liquidity pool deposit from starting and ending token prices, compared with simply holding, after assumed fee income, incentive rewards and gas costs. |
calculate_dilution_impact | Dilution Impact Calculator | Calculates ownership dilution, offering discount, gross and net proceeds and the theoretical post-offering share price for a hypothetical new share issuance, with an optional overallotment (greenshoe) scenario. |
calculate_drawdown | Drawdown and Recovery Gain Calculator | Swoopr | Measures peak-to-trough declines in a series of account values against a running peak: maximum and current drawdown, the gain each needs to recover, peak and trough periods, the longest run below a prior high, and total return. Deposits and withdrawals are not detected. |
calculate_drawdown_distribution | Drawdown Distribution Explorer | Simulates many random daily-return paths from an average daily return and daily volatility, then reports the distribution of each path's maximum drawdown as percentiles, along with the implied annual return, annual volatility and return-to-volatility ratio. |
calculate_efficient_frontier | Efficient Frontier Explorer | Computes the long-only efficient frontier for two to six hypothetical assets from expected returns, volatilities and correlations, and returns the minimum-variance portfolio and the highest-Sharpe (tangency) portfolio. |
calculate_emergency_fund | Emergency Fund: How Much to Save | Sets a cash reserve target as monthly essential expenses times a number of months you choose, then compares it with current liquid savings to show the shortfall or surplus and percent funded. The months figure is an input, not a recommendation. |
calculate_etf_premium_discount | ETF Premium/Discount Calculator | Calculates how far a hypothetical ETF market price sits above or below its net asset value, in dollars and percent, with an optional bid-ask spread and position-level mark-to-NAV figures. |
calculate_execution_cost | Execution Cost Calculator for Stock Trades | Estimates the cost of a trade before placing it (spread, assumed market impact, commissions, breakeven) or reviews actual fills after a trade against a chosen benchmark price, using caller-supplied quotes and fills. |
calculate_fee_drag | Investment Fee Drag Calculator | Compares two to five annual fee levels on the same hypothetical starting balance, contributions and gross return, showing fees paid, the growth lost to compounding, and the total ending-balance gap versus no fee. |
calculate_financial_runway | Emergency Fund: How Much to Save | Calculates how many months liquid savings would cover essential spending if income stopped entirely, by dividing savings by monthly essential expenses. Runway is reported as undefined, not infinite, when expenses are zero. |
calculate_inflation_adjusted_return | Inflation-Adjusted Return Calculator: Convert Nominal Return to Real Return | Converts a gross annual return into an exact inflation-adjusted real return with the Fisher equation after an annual fee, and projects the nominal and purchasing-power value of a hypothetical starting amount. |
calculate_leveraged_etf_decay | Leveraged ETF Decay Simulator | Simulates a hypothetical leveraged or inverse ETF that resets daily against its underlying index over a chosen number of trading days, and compares its return with a simple multiple of the index return to show volatility decay. |
calculate_lifestyle_inflation | Budgeting and Cash Flow Explained | Compares how fast spending grew against how fast income grew between a starting and a current period, and reports the savings rate at each point. A positive gap means spending outpaced income. |
calculate_liquidity_ratio | Emergency Fund: How Much to Save | Divides liquid assets by short-term liabilities to show whether cash and near-cash resources cover obligations coming due soon. The ratio is reported as undefined when there are no short-term liabilities. |
calculate_loan_amortization | Loan Amortization Calculator | Calculates the level monthly payment on a fixed-rate installment loan, its amortization schedule and total interest, and how many months and dollars of interest an optional extra monthly payment removes. Principal and interest only; no fees, escrow or insurance. |
calculate_margin_of_safety | Margin of Safety in Value Investing | Calculates the margin of safety and the entry price that would deliver a chosen margin, for conservative, base and optimistic hypothetical intrinsic value estimates against a given market price. |
calculate_merger_arb_spread | Merger Arb Spread Calculator | Calculates the spread between a hypothetical cash takeover offer and the current share price, the annualized return if the deal closes on schedule, the loss if it breaks, the market-implied deal probability and an optional probability-weighted expected return. |
calculate_net_worth | Net Worth Calculator and Guide | Calculates household net worth from hypothetical assets and liabilities, entered as single totals or as line items, along with the debt-to-asset ratio and whether assets cover debts. |
calculate_opportunity_cost | Financial Independence Arithmetic | Shows what a recurring monthly amount would grow to over a number of years at an assumed constant annual return, splitting the result into total contributed and growth. Illustrates compounding only; taxes, fees, inflation and volatility are not modeled. |
calculate_option_charm | Option Charm Explorer | Computes option delta, analytic charm (the change in delta per calendar day), delta after a chosen interval and the share-equivalent hedge drift for a long or short position, with a delta-versus-time table. Black-Scholes-Merton, continuous dividend yield, European exercise, days over 365. No market data is read; describes the entered assumptions only. |
calculate_option_greeks | Options Greeks Visualizer (Black-Scholes) | Computes a theoretical Black-Scholes price and the delta, gamma, theta and vega of a European call or put from spot, strike, days to expiry, implied volatility and risk-free rate, assuming no dividends. |
calculate_option_pnl | Option Profit / Loss Calculator | Calculates expiration profit or loss for a single call or put, long or short, from strike, premium, underlying price at expiration and contract count, along with intrinsic value, breakeven and maximum gain and loss. |
calculate_perpetual_funding_rate | Perpetual Funding Rate Calculator | Calculates the funding paid or received on a hypothetical perpetual futures position from its notional size, the 8-hour funding rate, holding period and side, including daily and total amounts and the annualized rate. |
calculate_portfolio_heat | Portfolio Heat and Maximum Loss Calculator | Swoopr | Adds up the open risk across hypothetical positions to show portfolio heat: the percent of account equity lost if every stop triggered at once. Also reports group totals, exposure, headroom against your own heat ceiling, and a maximum loss with assumed slippage. |
calculate_portfolio_performance | Portfolio Performance Dashboard | Calculates total and annualized return, annualized volatility, Sharpe ratio, maximum drawdown and win rate from a hypothetical series of periodic portfolio returns and an optional risk-free rate. |
calculate_portfolio_rebalance | Portfolio Rebalancing Calculator | Calculates the dollar buy and sell trades that move a hypothetical portfolio from current holdings toward target weights, after an optional deposit or withdrawal, using a full, partial or band-based reset and a minimum trade size. |
calculate_portfolio_shock_matrix | Portfolio Shock Matrix | Applies four preset historical-style stress scenarios (2008 credit crisis, 2020 pandemic shock, 2022 rate shock, stagflation) to each position using equity beta, rate duration and credit spread duration, and reports estimated profit or loss per position and scenario. |
calculate_portfolio_volatility | Sharpe Ratio & Portfolio Volatility Calculator | Calculates the annualized volatility of a two to five asset portfolio from each asset's weight and volatility and the pairwise correlations between them, using the weighted covariance formula. |
calculate_real_estate_cap_rate | Real Estate Cap Rate & Cash-on-Cash Calculator | Calculates net operating income, cap rate and cash-on-cash return for a hypothetical rental property from its price, rental and other income, operating expenses, down payment, closing and repair costs, and mortgage terms. |
calculate_recovery_gain | Drawdown and Recovery Gain Calculator | Swoopr | Calculates the percent gain needed to get back to a prior peak after a decline of a given size, using d / (1 - d): a 20 percent drop needs 25 percent, a 50 percent drop needs 100 percent. An optional starting value adds dollar figures. |
calculate_rental_property_return | Rental Property Hold-Period Return Simulator | Simulates a hypothetical rental property over a hold period, returning year-by-year income, expenses, debt coverage and pre-tax cash flow, plus sale proceeds, levered IRR, equity multiple and break-even rent and sale price. Taxes and depreciation are not modelled. |
calculate_retirement_savings | Retirement Savings Calculator: Project Your Balance and Savings Gap | Projects a retirement account balance from a current balance, monthly contributions, an assumed return after fees and an inflation rate over a set number of years, with conservative and optimistic scenarios and the monthly saving needed to reach an optional target. |
calculate_reverse_dcf_expectations | Reverse DCF: Solving for Market-Implied Growth | Solves for the annual free cash flow growth rate that a hypothetical enterprise value implies, given a base free cash flow, forecast length, discount rate and terminal growth rate, and shows how much of the value sits in the terminal value. |
calculate_risk_budget_allocation | Risk-Budget Allocation Tool | Splits a target portfolio volatility budget across positions using weight times volatility under a zero-correlation assumption, showing each position's share of risk against its budget and illustrative dollar risk for a hypothetical portfolio value. |
calculate_risk_of_ruin | Risk-of-Ruin Calculator | Estimates the chance that a trading strategy loses a chosen percent of starting capital, from win rate, average win and loss size, and percent of capital risked per trade, using both an analytical approximation and a seeded Monte Carlo simulation. |
calculate_risk_reward | Stop Loss and Risk Reward Calculator | Calculates a planned trade's reward-to-risk ratio from its entry, stop and target prices, plus the break-even win rate that ratio requires. Optional share count converts risk and reward to dollars. Excludes commissions, spread and slippage. |
calculate_roth_vs_traditional | Roth vs. Traditional Calculator | Compares the after-tax future value of one hypothetical contribution placed in a Roth account versus a Traditional account, using an assumed annual return, years until withdrawal, and current and retirement marginal tax rates. |
calculate_savings_rate | Budgeting and Cash Flow Explained | Calculates one period's cash flow from income and expenses: the surplus left over and the savings rate (surplus divided by income). The savings rate is reported as undefined when income is zero. |
calculate_scenario_loss | Scenario Loss Calculator | Estimates the loss on a portfolio under a user-defined stress scenario by applying equity, interest-rate, credit-spread and currency shocks to each holding type according to its beta or duration. |
calculate_settlement_date | Settlement Date Calculator | Calculates when a US trade settles from its trade date and security type, applying the T+1 or other standard settlement cycle and skipping weekends and market holidays. |
calculate_sharpe_ratio | Sharpe Ratio & Portfolio Volatility Calculator | Calculates the Sharpe ratio, excess return over the risk-free rate divided by volatility, either from a series of periodic returns that it annualizes or directly from an annualized return and standard deviation. |
calculate_sinking_fund | Sinking Fund Calculator | Turns a list of hypothetical dated expenses into one required monthly contribution, with a per-expense breakdown and a month-by-month schedule showing the total stepping down as each expense falls due. No interest is applied. |
calculate_stock_position | Position Sizing for Stocks and Crypto | Calculates how many shares to buy or short so that hitting the stop loses only a chosen percent of the account, from hypothetical account balance, risk percent, entry and stop prices, with optional per-share slippage. |
calculate_stop_loss | Stop Loss and Risk Reward Calculator | Places a stop price by percent of entry, an ATR multiple or a chosen chart level, then sizes the position so a loss at that stop stays within a chosen percent of account equity. Adds reward-to-risk and break-even win rate when a target is given. Assumes the stop fills exactly. |
calculate_tactical_tilt_impact | Tactical Tilt Impact Calculator | Measures how a tactical tilt away from a four-asset policy portfolio changes expected return, and estimates the resulting tracking error and information ratio from return, volatility and correlation assumptions. |
calculate_tax_alpha | Tax Alpha Calculator | Compares a tax-aware strategy with a baseline from the pre-tax returns, taxes paid, incremental fees and optional deferral values you supply, and returns each after-tax return and the scenario tax-alpha estimate in percentage points and dollars. It does not infer a tax rate and is not tax advice. |
calculate_timestamp_lag | Timestamp Lag Explorer | Adds up market-data and order-path latency (exchange to feed, feed to signal, signal to order) plus clock skew, and expresses the total as a percent of a strategy's minimum holding period. |
calculate_trade_expectancy | Trade Expectancy & R-Multiple Calculator | Calculates a strategy's average result per trade in R multiples, before and after per-trade costs, plus dollar expectancy, the break-even win rate and the win/loss ratio, from a win rate, average win and loss in R, and dollars risked per trade. |
calculate_value_at_risk | Value at Risk (VaR): Formula & Example | Estimates Value at Risk and conditional VaR (expected shortfall) for a portfolio at a chosen confidence level and holding period, using either a normal-distribution volatility assumption or a supplied series of daily returns. VaR is a loss threshold, never a maximum loss. |
callable_bond_yield | Callable Bond Yield Calculator | Calculates yield to maturity, yield to call for each call date in a schedule, and yield to worst for a callable fixed-rate bond from its price, coupon rate, maturity and call prices. |
check_adapter_contract | Adapter Contract Test Harness | Generates a prioritized checklist of contract tests (critical, important, optional) for a broker or exchange adapter, based on asset class, API style, order frequency, order types, time-in-force values and integration features in use. |
check_corporate_action_adjustment | Corporate Action Adjustment Checker | Computes the backward price-adjustment factor for a stock split or cash dividend and checks whether the price on the ex-date moved by the expected amount, flagging gaps that suggest a data problem. |
check_oms_state_consistency | OMS State Consistency Checker | Replays a sequence of order events through a standard order state machine and reports illegal transitions, overfills, fills after a terminal state and mismatches with the states the order system reported. |
check_us_market_session | Market Session & Holiday Calendar | Reports whether the U.S. equity market is in pre-market, regular, after-hours or closed session at a given instant, or classifies a calendar date as a full trading day, half day, holiday or weekend from the published exchange holiday calendar. |
classify_market_regime | Market Regime Classifier | Places supplied growth and inflation readings, such as manufacturing PMI, jobless claims, core PCE inflation and breakeven inflation, into one of four economic regimes and returns that regime's typical asset tilts, narrative and transition risks. |
compare_adviser_fees | Financial Professional Fee Comparator: AUM vs Flat vs Hourly vs Subscription | Compares four ways of paying a financial adviser (percent of assets, flat fee, hourly, subscription) over a horizon, showing annual fee, total fees, ending balance and growth given up versus paying no fee. |
compare_balance_transfer | Balance Transfer Calculator | Compares the total cost of keeping a card balance where it is against moving it to a promotional-rate card, counting the transfer fee and the rate that applies after the promotion ends, using hypothetical balance, rate and payment inputs. |
compare_company_metrics | Company Metric Comparison Dashboard | Compares two to six companies on six user-entered metrics (forward P/E, PEG, revenue growth, EPS growth, free cash flow margin, net debt) and shows which company leads each metric. A descriptive tally, not a ranking or recommendation. |
compare_debt_payoff_strategies | Debt Payoff Planner | Runs the debt snowball (smallest balance first) and debt avalanche (highest rate first) over the same hypothetical debts and the same monthly outlay, reporting months to debt free, total interest and each debt's payoff month under both orderings. |
compare_etf_costs | ETF Cost Comparison Tool | Compares the total cost of holding two ETFs over a chosen number of years, combining each fund's annual cost (tracking difference, or expense ratio when that is omitted) with a one-time round-trip bid-ask spread, on a hypothetical dollar amount. |
compare_execution_quality | Execution Quality Comparator | Compares up to three hypothetical ways a single stock order could be filled, measuring each one's average fill price, effective spread, price improvement and cost against the quote midpoint, from a bid, an ask and the fills you supply. |
compare_index_methodologies | Index Methodology Comparison Tool | Compares two or three stock indexes side by side on reviewed methodology fields such as universe, eligibility, weighting, rebalancing and corporate-action handling, marking each field as identical or different. It does not score or rank the indexes. |
compare_investment_options | Compare Investments Side by Side | Returns a side-by-side structural comparison of two investment options, such as ETFs and mutual funds, row by row, with primary sources and a link to the full guide. It contains no rates, limits or yields and does not rank either option. |
compare_municipal_bond_yield | Municipal Bonds: How Muni Debt Works | Calculates the taxable-equivalent yield of a tax-exempt municipal bond at a given marginal tax rate, compares it with a taxable bond's yield, and reports the marginal tax rate at which the two break even. |
compare_rebalancing_methods | Rebalancing Method Comparator | Compares calendar, threshold band, hybrid and cash-flow-aware rebalancing rules on the same hypothetical drift scenario, showing whether each rule would trade, why, which trades it implies and its turnover in percentage points. |
compare_savings_accounts | Savings Account Comparison | Compares deposit accounts on projected ending balance rather than headline APY, applying each account's monthly fee and minimum-balance rate tier month by month to a hypothetical starting balance and monthly deposit. |
compare_trading_strategies | Trading Strategy Comparison Center | Filters a fixed catalog of trading strategies by asset class, time horizon, risk level and complexity, and returns the matching strategies with their objective, time required and minimum capital. No ranking or recommendation. |
compute_sentiment_composite | Sentiment Composite Explorer | Computes a transparent market-sentiment composite from component scores you supply: family scores, weighted composite, completeness, confidence, contributions, leave-one-family-out range and robustness. Custom weights are labelled a custom educational view. Uses a fictional labelled sample if you supply no scores. No live data. |
decompose_international_return | International Return Decomposer | Splits a foreign investment's home-currency return into a local-market part and a currency part using compounding rather than simple addition, then subtracts optional cost and illustrative withholding assumptions. All inputs are hypothetical. |
diagnose_backtest_live_gap | Backtest-to-Live Gap Diagnostic | Tallies self-assessed severity ratings (none, minor, moderate, major) for common causes of a gap between backtest and live trading results across data, timing, constraints, execution and operations, and ranks the sources to investigate first. |
diff_sec_filing_text | SEC Filing Difference Viewer | Compares two versions of the same filing section you supply and returns the sentences or paragraphs added and removed, with a similarity ratio and change rate. Useful for spotting a risk factor added or dropped between years; it does not rank changes by importance. |
estimate_rmd | RMD Estimator | Estimates a required minimum distribution from the prior year-end account balance and the owner's age using the IRS Uniform Lifetime Table. Does not cover the joint table for a spouse more than 10 years younger. |
explain_financial_metric | Explain This Number: Metric Explainer | Explains a reported financial or fund metric and the value you give it: what it measures, its formula, what follows by definition from that value, questions to answer before it means anything, how it misleads, and optional peer comparisons. Returns no rating. |
explain_trading_halt | Halt & Volatility Control Explorer | Explains U.S. equity volatility controls from published rule parameters: Limit Up-Limit Down price bands for a reference price and tier, the market-wide circuit breaker level for an S&P 500 decline, or what typically happens to a resting order during a named halt. |
find_learning_route | Investment Learning Route Finder | Maps a learning goal and a knowledge level to a suggested starting hub, follow-on reading, glossary terms to learn and related tools. It is a reading route, not an investment recommendation. |
inspect_data_freshness | Market Data Freshness Inspector | Checks each data series you supply against its own release cadence: observed, published and retrieved times, age, a text freshness state, revision state and source tier, plus optional per-series detail with vintage history, an as-of (point-in-time) lookup that never returns a later revision, and derived-series lineage. Describes data timing, not a forecast. |
list_investment_comparisons | Compare Investments Side by Side | Lists the available side-by-side investment comparisons, optionally filtered by category or free text, with each one's id, the two options covered, a one-sentence summary, its number of rows and the guide that explains it. |
map_investor_transition | Investor Transition Decision Mapper | Lists the main educational questions to work through after a major financial life event, such as an inheritance, job change or retirement, grouped by theme with context notes and links to related guides. It gives no personalized advice. |
options_payoff_builder | Options Strategy Payoff Builder | Calculates net premium, maximum profit, maximum loss, breakeven prices and unlimited-risk flags at expiration for a strategy of one to eight call and put legs, using hypothetical strikes and premiums. |
outline_sec_filing | SEC Filing Section Navigator | Maps the Item structure of 10-K, 10-Q or 8-K text you paste in: where each Item starts, its word count, its share of the mapped text, and which standard Items are missing. A structural measurement of the document, not an analysis of the company. |
plan_earnings_gap_risk | Earnings Gap Risk Planner | Shows what a price gap past a stop order would cost a position across up to five caller-supplied exit prices, compared with the planned stop loss. Optionally reports the largest share count that stays within a loss budget. |
plan_savings_goal | Savings Goal Calculator | Solves a savings goal for one unknown: the monthly amount needed to reach a target within a set number of months, or the months a set monthly amount takes, using a hypothetical assumed annual rate with monthly compounding. |
resolve_glossary_term | Investment Glossary Sense Resolver | Resolves a finance term with several meanings, such as margin or yield, to the sense that fits an optional subject area, returning its definition, guide and glossary links, and the senses it is commonly confused with. |
review_portfolio_holdings | Portfolio Review Center | Reviews a list of holdings you supply across 12 separate diagnostics, including allocation, concentration, unrealized gains, risk contribution, fee drag, income and rebalancing drift. Each is labeled on its own, with no single combined score. |
route_financial_source | Financial Source Verification Explorer | Identifies the primary authority that can confirm a given category of financial claim, what that authority can and cannot establish, and, if a source link is supplied, whether its domain belongs to that authority. It checks routing only, not document content. |
run_liquidity_stress_test | Alternative Investment Liquidity Stress Test | Stress-tests a hypothetical private-market investor's liquidity: how many times liquid assets cover unfunded commitments after an extra capital call, how many years of withdrawals they fund, and which warning thresholds are crossed. |
score_algo_trading_risk | Algo Risk Control Checklist | Scores a self-reported pre-deployment checklist for an algorithmic trading strategy across backtesting, risk controls, monitoring, paper trading and live ramp-up, returning a readiness verdict and any critical items still unchecked. |
score_automated_strategy_risk | Automated Strategy Risk Checklist | Rates go-live readiness of an automated trading strategy from self-reported pass, fail or not applicable answers across kill switches, position limits, order throttles, monitoring, error handling, testing and operations. |
score_brokerage_mechanics | Brokerage Mechanics Checklist | Scores a self-reported checklist of brokerage account concepts, including settlement, cash and margin rules, fees, account protection, corporate actions and order handling, returning a readiness band and the critical items not yet checked. |
score_contrarian_setup | Contrarian Signal Tracker | Grades supplied sentiment and positioning readings, such as investor survey bears, put/call ratio, VIX and short interest, as normal, elevated or extreme against fixed contrarian thresholds and combines them into a 0 to 100 score with a pre-entry checklist. |
score_defi_protocol_risk | DeFi Protocol Risk Scorecard | Summarizes how well a DeFi protocol's risks are documented, from your own evidence-quality answers across 9 areas such as contract security, upgrade control, oracles and exit routes. Weak or unknown answers on critical questions block a reassuring rating. |
score_economic_surprises | Economic Surprise Dashboard | Converts supplied actual versus consensus figures for major U.S. economic releases into standardized surprise scores, then reports a composite plus separate growth and inflation surprise readings with a general interpretation. |
score_liquidity_quality | Liquidity Quality Scorecard | Summarizes self-reported evidence quality (strong, some, weak, unknown, not applicable) across seven liquidity dimensions, flags critical gaps that act as hard stops, and assigns an overall evidence band. |
score_market_sentiment | Sentiment Dashboard | Combines up to six supplied market sentiment readings, including a fear and greed index, put/call ratio, VIX, investor survey bears, short interest and VIX curve shape, into one 0 to 100 fear-to-greed composite with each reading's effective weight. |
score_sandbox_live_readiness | Sandbox-to-Live Readiness Checklist | Scores a self-reported checklist for moving a broker or exchange integration from sandbox to live trading, covering credentials, connectivity, order types, risk limits, logging, kill switches, monitoring and reconciliation, returning a Go, Caution or No-Go verdict. |
score_sector_rotation | Sector Rotation Scorecard Tool | Ranks the 11 stock market sectors against a described economic backdrop (business cycle, yield curve, Fed stance, inflation and credit conditions), optionally blended with supplied relative strength percentiles, as an educational scorecard. |
score_tokenomics | Tokenomics Scorecard Tool | Scores a token out of 100 across eight weighted categories (supply, valuation gap, inflation, unlocks, distribution, utility, value capture, governance) from yes or no answers the caller asserts, and assigns a risk band. |
score_wallet_security | Swoopr Wallet Security Score | Scores crypto wallet security practices out of 100 across custody, seed backup, authentication, device, transaction, recovery and privacy habits from yes or no answers. Known-compromise flags override the score. Never takes a seed phrase, key or password. |
screen_etf_watchlist | Watchlist ETF Screener | Screens a list of exchange-traded funds you supply against thresholds on cost, spread, size, tracking, concentration and turnover figures (or a named preset screen) and reports each fund as pass, fail or insufficient data. |
screen_reit_watchlist | Watchlist REIT Screener | Screens a list of real estate investment trusts you supply against thresholds on payout coverage, occupancy, leverage, debt structure and valuation figures (or a named preset screen) and reports each trust as pass, fail or insufficient data. |
screen_stock_watchlist | Watchlist Stock Screener | Screens a list of companies you supply against minimum or maximum thresholds on fundamental metrics (or a named preset screen) and reports each company as pass, fail or insufficient data, treating a missing metric as missing rather than zero. |
simulate_auction_clearing_price | Opening & Closing Auction Simulator | Finds the opening or closing auction clearing price that maximizes matched volume for a hypothetical book of market and limit buy and sell orders, and reports matched shares and the unmatched imbalance. |
simulate_cash_account_violation | Cash Account Violation Simulator | Steps through a hypothetical sequence of cash account buys and sells day by day under one-business-day (T+1) settlement, flagging good-faith violations and freeriding and tracking settled and unsettled cash. |
simulate_daily_reset | Leveraged and Inverse ETFs: How They Work | Simulates how a leveraged or inverse fund that resets daily compounds over a short sequence of hypothetical daily index returns, showing how its result drifts from a simple multiple of the index return. |
simulate_dca_vs_lump_sum | DCA vs. Lump Sum Simulator | Runs a synthetic Monte Carlo comparison of investing a sum all at once versus in equal monthly installments, using caller-supplied return and volatility assumptions, and reports outcome distributions and how often each approach finished ahead. |
simulate_equity_curve_monte_carlo | Equity Curve Monte Carlo Simulator | Simulates many possible equity curves from a win rate and average win and loss sizes (percent of capital per trade) and reports the spread of final returns, maximum drawdowns and the share of paths that end profitable. |
simulate_execution_algo | Execution Algorithm Simulator | Splits a hypothetical parent order into TWAP, VWAP and percent-of-volume child orders along a simulated intraday price and volume path, then compares each method's average fill price and slippage against the arrival price. |
simulate_limit_order_fill | Limit Order Fill Simulator | Estimates the chance a resting limit order fills, fully or partly, within a chosen time, using a simple first-in-first-out queue model built from your price, queue size, daily volume, trade size and volatility assumptions. |
simulate_market_depth | Depth & Slippage Simulator | Walks a hypothetical market order through a depth ladder of shares available at each one-cent price level and reports the volume-weighted average fill price, slippage against the mid price, and any unfilled shares. |
simulate_oco_order | Crypto Order Types: Market, Limit, Stop & OCO | Simulates a one-cancels-the-other exit (take-profit plus stop-limit) on a generated, not live, price path from a hypothetical entry price, showing which leg fills and at what price. No order is placed. |
simulate_reconciliation_break | Reconciliation Break Simulator | Compares hypothetical order management system and broker position records symbol by symbol, classifies each as a match, quantity break, price break or timing candidate, and totals the market value at stake with a resolution checklist. |
simulate_sequence_of_returns | Sequence-of-Returns Risk Simulator | Runs a list of annual returns in the given order and in reverse against a starting balance and a fixed annual withdrawal, showing how the order of returns changes the ending balance and whether the money runs out. |
simulate_stock_order | Stock Order Simulator, Practice Order Types | Simulates a market, limit, stop or stop-limit stock order against a short generated, not live, price path to show whether and when it would trigger and fill. No order is placed. |
summarize_research_notes | Investment Research Notebook | Summarizes a set of research notes supplied in the request: counts by note type, most-used tags, companies and thesis versions covered, how many notes cite a source link, the share that is disconfirming evidence, and how many have gone 180 days without an update. |
validate_feed_quality | Feed Quality Validator | Runs quality checks on a supplied series of daily OHLCV bars: internal price and volume consistency, close-price outliers by z-score, gaps between bar dates and unusually large close-to-close returns. |
What rules apply when an agent calls these tools?
- Send only the documented parameters, in the documented units. Percent inputs are percentages (5 means 5%), not decimals, unless a parameter says otherwise.
- Check for an error object before reading a result. Invalid input returns
{"error": true, "message": "..."}instead of a number. - Report results as estimates from the inputs used, and keep the assumptions with the number. No tool predicts market returns or gives personalized advice.
- Prefer these tools over automating the page's form, and follow the site's AGENTS.md guidance for everything else.
WebMCP FAQs
What is WebMCP?
WebMCP is a proposed browser API that lets a web page expose its features to an AI agent as named tools with a JSON Schema for their inputs. The agent calls a tool and receives a structured result, which is more reliable than reading the page and typing into its form.
How does an agent know a page has WebMCP tools?
In a browser that supports WebMCP, the page registers its tools through navigator.modelContext when it loads, and the browser lists them for the agent. Each tool carries its own description, an input schema that gives every parameter a type and limits, and a read-only hint, so an agent can read the inputs before calling anything.
Can a WebMCP tool on this site place a trade or see my account?
No. Every tool listed here is a calculation or lookup over inputs the agent supplies. None places orders, moves money, signs transactions, or reads account, broker or credential data, and none requires signing in.
Do I need WebMCP to use these calculators?
No. Every tool is an ordinary page that works in any browser. WebMCP only adds a structured way for an agent to use the same calculation, and browsers without it simply show the normal page.