SmartFin
Backtest S&P 500 stocks and ETFs on real prices, plus loan, savings, FIRE and retirement tools.
MCP server · by smartfin.fyi
About
SmartFin is an MCP server published by smartfin.fyi. Marketplaces we read that list it: 1 (Official MCP Registry). We first saw it on 2026-10-11 and have recorded no change since. As of our marketplace pass on 2026-10-13.
What it asks for
- Runs remotely
None of the marketplaces we read publishes its tools or the settings it asks for.
What it declares, asks for and runs, in full
Only install plugins from developers you trust. We list what marketplaces publish and do not test plugins.
Works with
- Claude Code
- Codex
- Cursor
- VS Code
- Copilot CLI
A one-click link opens the client, which asks you to confirm before it adds the server.
From the marketplaces that list it and the MCP transport it declares, as each client documents them. We do not test plugins.
Connect
Commands and configs built only from what its marketplaces declare. We do not run them for you and do not test plugins.
As a remote MCP server
Built from what Official MCP Registry declares.
claude mcp add --transport http smartfin https://smartfin.fyi/mcp[mcp_servers.smartfin]
url = "https://smartfin.fyi/mcp"{
"mcpServers": {
"smartfin": {
"url": "https://smartfin.fyi/mcp"
}
}
}Where it is published
| Marketplace | Status | Version | Figures | Verified | First seen |
|---|---|---|---|---|---|
| Official MCP Registry (Open the registry record) | Listed | 3.0.0 | No figure published | Not marked |
Each figure is the marketplace's own and is never added up across marketplaces. A marketplace that publishes no figure shows none: no number is not zero.
What changed
Nothing has moved on this plugin since we started watching it.
Similar plugins
Products whose own names, descriptions, tools and skills are closest in meaning to this one, on every marketplace we read. Closeness is ranked within this list only.
-
Backtest strategies and analyze portfolios on any ticker: CAGR, drawdown, Sharpe, from real data.
-
HPSILab Quant finance MCP for US stocks, ETFs, options, Monte Carlo, backtesting, and risk analysis.
-
trading agency.lona/trading
AI-powered trading strategy development: backtesting, market data, and portfolio analysis
-
Query financial index data, run backtests, and deploy systematic investment strategies on Index One.
-
TextToQuant Backtesting and Quant Research
Backtest plain-English trading strategies on real market data: graded results, honesty flags.
-
Quantified Investor Portfolio Simulator
Portfolio scenarios with instrument checks, Monte Carlo analysis and interactive reports.
-
Browse, backtest and write rule-based portfolios of tokenized US stocks.
-
FinLab quantitative trading skills for global stock markets (TW, US, KR, JP, HK) - includes strategy development, backtesting, data analysis, and factor research
-
Financial market, fundamental, valuation, risk, ownership, forecast, and portfolio tools.
-
Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor…
Similar plugins by marketplace
The same question asked of one marketplace at a time: is there an analog of this plugin there?
Has a listing on Claude Code: claude-plugins-community (5)
-
Personal investment decision meta-router — 12 frameworks (Modern Portfolio Theory, All Weather, Bogleheads, Barbell Strategy, Value Investing, Factor Investing, Dollar-Cost…
-
Portfolio analytics and US-equity market research for Claude Code. 32 OAuth-protected tools spanning portfolio CRUD, performance, fundamentals, sectors, screening, and news.
-
Financial analysis skills powered by Daloopa's institutional-grade data
-
Your personal analyst. Always on. Never sleeps. Built for fundamental investors who want an edge with hours of researched prepared when you wake up, in your own way. What it does…
-
vynn-mcp io.github.beee003/vynn-mcp
Self-improving AI workflows with backtesting, prompt optimization, and scheduling
Has a listing on Claude Code: claude-plugins-official (5)
-
Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor…
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
LinqAlpha financial research in Claude: guided setup for the LinqAlpha connector, capability-based source selection for fundamentals, estimates, transcripts, filings and market…
-
Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…
-
Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
Has a listing on Claude: knowledge-work-plugins (5)
-
Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor…
-
Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
Financial analysis skills powered by Daloopa's institutional-grade data
-
Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…
Has a listing on Codex: openai-curated (openai/plugins) (5)
-
Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and…
-
Evaluate Codex skills and plugins from chat with a beginner-friendly start command, local-first reports, token budget explanations, and guided benchmarking.
-
Develop your payments integration faster with the ability to create products, prices, and payment links directly in ChatGPT. Run your business from ChatGPT with the ability to…
-
Build with OpenAI APIs, Agents SDK, and ChatGPT Apps, and create and save OpenAI API keys from Codex.
-
Skills for NVIDIAs ecosystem spans GPU acceleration, CUDA, AI agents, inference, robotics, Physical AI, Omniverse, and simulation. This plugin helps you understand the pieces…
Has a listing on Community GitHub marketplaces (5)
-
FinLab quantitative trading skills for global stock markets (TW, US, KR, JP, HK) - includes strategy development, backtesting, data analysis, and factor research
-
View portfolio + live prices, track any yfinance symbol, and run a 4-role LLM committee for buy/sell verdicts. Bundles an MCP server (decision accounting incl.); backend installs…
-
Financial market data, SEC filings, macroeconomic telemetry, and portfolio analytics through MCP.
-
Indonesian exchange (IDX) via your own Stockbit account: quotes, bandarmology, charts. Unofficial.
-
Discover and query crypto data through PubFi.
Has a listing on Copilot CLI: github/awesome-copilot (5)
-
Explore and query TimeBase streams, schemas, QQL, symbols, and server status via MCP.
-
Visualizes live session AI-credit usage as a Pac-Man board with pellets, ghosts, fruit milestones, and game-over limits.
-
Three-layer verification pipeline for AI output. Extracts claims, finds sources, and flags hallucination risks so humans can verify before acting.
-
Getting-started router skill for Rayfin - scaffold a new app with the Rayfin CLI, then use the version-locked skill installed in the project.
-
See your local Copilot token usage by day, model, and session, and get tips to use it more efficiently.
Has a listing on Copilot CLI: github/copilot-plugins (5)
-
workiq
Query Microsoft 365 data with natural language — emails, meetings, documents, Teams messages, and more.
-
Toolkit for building Microsoft 365 Copilot declarative agents — scaffolding, JSON manifest development, and capability configuration.
-
Build Power Apps Canvas Apps using the Canvas Authoring MCP server.
-
workiq-productivity
WorkIQ productivity skills powered by the local WorkIQ CLI — read-only insights across email, meetings, calendar, Teams, SharePoint, projects, and people.
-
Advanced Security plugin for GitHub Copilot.
Has a listing on Cursor: cursor/plugins (5)
-
Review positions, balances, P&L, and draft trade instructions.
-
Pull source-linked fundamentals, KPIs, filings, and prices.
-
Query S&P Capital IQ financials, prices, and transcripts.
-
View portfolios, positions, orders, watchlists, and market data, and trade in a Robinhood Agentic account.
-
View accounts, positions, orders, watchlists, and market data.
Has a listing on Docker MCP Catalog (5)
-
The QuantConnect MCP Server is a bridge for AIs (such as Claude and OpenAI o3 Pro) to interact with our cloud platform. When equipped with our MCP, the AI can perform tasks on…
-
MCP server to interact with the data feeds provided by the Nasdaq Data Link. Developed by the community and maintained by Stefano Amorelli.
-
Tools for accessing the Manifold Markets online prediction market platform.
-
Enable fast, free real-time web search and access premium data from trusted media brands—news, financial markets, sports, entertainment, weather, and more. Build powerful AI…
-
OpenZeppelin Stellar Contracts
Access to OpenZeppelin Stellar Contracts.
Has a listing on Official MCP Registry (5)
-
Backtest strategies and analyze portfolios on any ticker: CAGR, drawdown, Sharpe, from real data.
-
HPSILab Quant finance MCP for US stocks, ETFs, options, Monte Carlo, backtesting, and risk analysis.
-
trading agency.lona/trading
AI-powered trading strategy development: backtesting, market data, and portfolio analysis
-
Query financial index data, run backtests, and deploy systematic investment strategies on Index One.
-
TextToQuant Backtesting and Quant Research
Backtest plain-English trading strategies on real market data: graded results, honesty flags.
Found by meaning, not by shared code or a shared repository: similar plugins stay separate products, and this is not a review or a recommendation.
Is this your plugin?
Add it to your projects and prove you maintain it with a file in its repository, a file on your domain or a DNS record. You get alerts when a marketplace lists it, drops it, changes its verified mark or what it asks for, and its remote endpoint goes on monitoring as a web service.
Data comes from the Official MCP Registry (registry.modelcontextprotocol.io), CC0 1.0. Figures come from our own regular passes over the marketplaces, last read on . We publish no contact details for plugin publishers.