fyi.smartfin/smartfin

up checked 2026-11-11T11:38:55.357Z

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Publisher-provided title

SmartFin

Publisher-provided description

Backtest S&P 500 stocks and ETFs on real prices, plus loan, savings, FIRE and retirement tools.

Summary by lookupd

Runs loan, mortgage, savings, retirement, FIRE and rent-vs-buy calculations, plus backtests of US stock and ETF returns on historical…

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http smartfin https://smartfin.fyi/mcp

Codex, remote (streamable-http)

codex mcp add smartfin --url https://smartfin.fyi/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "smartfin": {
      "url": "https://smartfin.fyi/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (20 tools)

Publisher-provided text

• smartfin_compare_investment_strategies Runs one amount through three ways of buying the same US stock or index ETF over a chosen period, on real daily closing prices (adjusted for splits and reinvest
• smartfin_calculate_investment_return What an amount invested in a US stock or index ETF became over a past period under one strategy: lump_sum (all on the first trading day), monthly (spread on the
• smartfin_compare_time_periods What a fixed amount in a US stock or index ETF became across reference periods ending today (or on as_of_date): since 2000, since the dot-com peak (24 Mar 2000)
• smartfin_calculate_loan_payment Monthly payment, total interest and total paid for a fixed-rate loan with monthly payments: mortgage, car, student or personal loan. Give either loan_amount, or
• smartfin_project_savings_growth Future balance of savings or an investment growing at a fixed yearly rate, with optional monthly contributions and a chosen compounding frequency. Returns the b
• smartfin_calculate_inflation_impact What an amount will be worth in today's money after years of inflation at a fixed yearly rate, and what something costing that amount today will cost then. Use
• smartfin_calculate_fire_number Works the way SmartFin's FIRE calculator does. The FIRE number today is yearly expenses divided by a withdrawal-rate assumption. Each year savings grow at an as
• smartfin_calculate_retirement_withdrawal Works the way SmartFin's withdrawal calculator does, with withdrawals monthly, quarterly or annually and the balance earning a yearly return between them. how_l
• smartfin_calculate_simple_interest The interest earned and the final amount on a principal at a fixed yearly rate over a number of years, when interest is not compounded (interest = principal x r
• smartfin_calculate_future_value What a single present amount grows to at a fixed yearly rate with interest added to the balance at a chosen frequency, and the growth over the starting amount (
• smartfin_calculate_missing_variable Finds the one missing number among four that sit in the same equation, a single amount earning one fixed yearly rate with interest added at a chosen frequency (
• smartfin_calculate_present_value What an amount due in the future is worth today at a fixed yearly discount rate, and the discount between the two (PV = FV / (1 + r/n)^(n x t)). Use for questio
• smartfin_calculate_roi The profit or loss and the ROI percentage from an initial investment and a final value (ROI = (final - initial) / initial x 100). Negative results are valid. It
• smartfin_calculate_profit_margin The profit and the profit margin percentage from revenue and total costs (margin = (revenue - costs) / revenue x 100). A negative margin is a valid result. Use
• smartfin_compare_rent_vs_buy Compares buying a home with a fixed-rate mortgage against renting a similar home and investing the money not spent on the home, over the years someone plans to
• smartfin_calculate_savings_vs_investing Compares the modeled balances of a savings account and of an investment after 1 to 50 years, from the same starting amount and the same monthly contribution, th
• smartfin_calculate_mortgage_payoff How much sooner a fixed-rate mortgage (or other fixed-rate loan paid monthly) ends with an extra amount every month, a one-off payment, or both, from today's ba
• smartfin_calculate_down_payment How long savings take to reach a home down payment, from what is saved so far plus the same amount each month growing at a fixed yearly rate, and, with reach_wi
• smartfin_compare_two_stocks Compares two US-listed stocks or index ETFs on identical dates with the same money, on daily closing prices adjusted for stock splits with dividends reinvested,
• smartfin_get_embed_code The HTML to put one of SmartFin's free calculators on a website the user runs: a blog post, a class or library page, a client resources page. One iframe line, f

Details

• Version: 3.0.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 341 ms
• First indexed: 2026-11-01T09:02:33.115Z
• Last seen in registry: 2026-11-01T09:02:33.115Z
• Website: https://smartfin.fyi

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• 62092 servers
• Last crawl: 2026-11-11T17:38:11.606Z
• API base: https://api.lookupd.com
• MCP URL: https://api.lookupd.com/mcp