AlternativeSoft MCP · For Allocators

Manager research at the speed of a question.

Shortlist managers, build peer comparisons, prep Investment Committee papers and monitor your portfolios by asking in plain language. Every answer is computed on your own data by the same engine your process already relies on, with no invented numbers to check.

Works with Claude ChatGPT Microsoft 365 Copilot GitHub Copilot Any MCP-ready AI
Claude Desktop · AlternativeSoft MCP
“Shortlist the managers in my Multi-Strategy peer group by risk-adjusted return for Thursday’s IC.”
Used alternative-soft-mcp · resolved stat names · called  GetGroupAssets
8 managers ranked - rendered as an interactive table:
ManagerStrategySharpeMax DD
FGC Multi StrategyMulti-Strategy1.88-16.7
ECM Enhanced GlobalMulti-Strategy1.70-14.9
NCM Absolute AlphaMulti-Strategy0.67-27.4
Built For The Investment Process
Faster manager selection IC-ready in minutes Numbers you can defend Runs on your own data No invented numbers AI-agnostic & secure Faster manager selection IC-ready in minutes Numbers you can defend Runs on your own data No invented numbers AI-agnostic & secure
Watch the Demo

See a research question become a live answer

Watch a plain-language question turn into ranked managers and IC-ready analysis, computed on your own data and rendered on the spot.

Introducing AlternativeSoft MCP · recorded in a live AI assistant session.

Why Now

Your investment team is already asking AI

The question is whether it answers from your governed data or from whatever it can find. AlternativeSoft MCP puts your team’s AI on the engine your process already trusts.

Selection without the grind

Screening a peer group, ranking on risk-adjusted return and pulling the stats used to take an afternoon of menus and exports. Now it takes a sentence.

IC papers, drafted live

Turn a manager’s real performance and risk numbers into a structured review write-up, ready to drop into the Committee pack, in the same breath as the question.

Numbers you can defend

Every figure is computed on your own database by the AlternativeSoft engine. No copy-paste, no invented statistics, nothing you have to re-check before it reaches the board.

Oversight on demand

Ask what sits in a portfolio, how weights have moved or which approved managers are drifting on risk, without waiting for the next scheduled report.

How It Works

One protocol between AI and engine

MCP (Model Context Protocol) is an open standard that lets AI assistants call external tools. AlternativeSoft exposes its analytics as MCP tools - so the assistant can fetch funds, build comparisons and compute statistics on demand.

You

Ask in plain language

“Compare these three managers on Sharpe and max drawdown for the IC pack.”

AlternativeSoft MCP

Translates & orchestrates

Maps the request to the right analytics tools and parameters.

AlternativeSoft Engine

Computes on your data

Runs the calculation on your database and returns the result.

AI-Agnostic

Works with the AI tools you already use

No lock-in. AlternativeSoft MCP plugs into any assistant that supports MCP servers - and more are being added across the industry.

Claude Desktop

Claude Web

Claude Code

ChatGPT

OpenAI Codex

Microsoft 365 Copilot

GitHub Copilot

Any MCP-ready AI

Many Ways to Deploy

Server-Hosted MCP or Local MCP

Choose the deployment that fits each assistant. Web-based assistants consume Server-Hosted MCP; desktop and developer tools can make use of the MCP locally.

Server-Hosted MCP

AlternativeSoft Web API installation required

Supports browser-based assistants, desktop and developer tools that connect to a hosted endpoint.

Supported Assistants
  • Microsoft 365 Copilot
  • Claude Desktop
  • ChatGPT (Web)
  • Claude Code
  • Claude (Web)
  • ChatGPT Desktop
  • GitHub Copilot
  • OpenAI Codex

Local MCP

Runs on the user’s machine

Suitable for desktop and developer tools that launch locally - ideal for AlternativeSoft desktop users.

Supported Assistants
  • Claude Desktop
  • Claude Code
  • ChatGPT Desktop
  • GitHub Copilot
  • OpenAI Codex
Allocator Workflows

The questions you ask every week

Manager selection, IC prep, portfolio oversight and monitoring - the work your team does today, answered live and in plain English.

Manager selection

“Find managers in my Long/Short peer group with the best 3-year Sharpe and lowest drawdown.”

Peer & benchmark comparison

“Compare these three managers on return, volatility and max drawdown against the benchmark.”

Investment Committee prep

“Summarise key risk stats for these managers ahead of Thursday’s Investment Committee.”

Portfolio oversight

“Which managers sit in my Growth portfolio, and how have their weights moved this quarter?”

Manager monitoring

“Flag any managers on my approved list whose 12-month volatility has risen sharply.”

Due-diligence prep

“Pull performance and risk stats for this manager and draft a two-paragraph DD summary.”

See It In Action

From a question to a decision-ready answer

Real sessions in Claude Desktop. Your team asks in plain language; AlternativeSoft computes over MCP and returns numbers and analysis you can take to Committee.

A shortlist becomes a live table

  • The prompt

    “Get me the managers in my sample hedge fund portfolio with the attributes and risk stats I need for the review.”

  • MCP tool call

    Claude loads the AlternativeSoft tools, resolves the correct statistic names, then calls GetGroupAssets on your engine.

  • Live result

    Eight managers returned with strategy, currency, AUM, return, volatility, Sharpe, Sortino and max drawdown - as an interactive table.

  • Reasoned read-out

    Claude highlights the best risk-adjusted names and the highest-volatility outliers - the read a selection analyst would write.

Claude · AlternativeSoft MCP
Get me the managers in my sample hedge fund portfolio with the attributes and risk stats I need for the review.
Used alternative-soft-mcp · called GetGroupAssets
8 managers · stats as of Dec 2025
ManagerStrategySharpeSortinoMax DD
FGC Multi StrategyMulti-Strategy1.884.39-16.7
ECM Enhanced GlobalMulti-Strategy1.704.13-14.9
NCM Absolute AlphaMulti-Strategy0.671.23-27.4
ValueTech High ReturnDirectional1.142.73-18.5
Best risk-adjusted: FGC Multi Strategy leads on Sharpe (1.88) and Sortino (4.39), with a clean 8.2% volatility profile.
Claude · AlternativeSoft MCP
Pull Fundsmith Equity’s latest performance and risk stats and write a two-paragraph assessment I can drop into the IC pack.
Searched fund · pulled supported stats (GBP Acc)
Fundsmith Equity I GBP Acc - Q2 2026 Performance & Risk Assessment

Performance. A structured narrative grounded in returns, volatility and Sharpe across 1/3/5-year windows - built on the figures just pulled, with no invented numbers and no manual copy-paste.

Live stats become a write-up

  • The prompt

    “Pull Fundsmith Equity’s latest performance and risk stats and write a two-paragraph assessment I can drop into the IC pack.”

  • Pulls the real numbers

    Claude fetches the supported statistics for the GBP Acc share class - returns, volatility and Sharpe across 1/3/5-year windows - directly from your data.

  • Writes the assessment

    A structured Performance and Risk narrative, grounded in the figures it just pulled - report-ready prose alongside live data.

Governance & Trust

Numbers you can put in front of the Committee

The risk in AI is not the question, it is where the answer comes from. AlternativeSoft MCP is built so every figure is traceable, governed and computed on your own data.

Computed, never guessed

Statistics are calculated by the AlternativeSoft engine on your database. The AI orchestrates the request; it does not estimate or invent the numbers.

Traceable to the source

Each answer names the tool it called and the data it used, so a figure in an IC paper can be traced back to the exact request behind it.

Your data stays yours

The MCP runs against your own AlternativeSoft installation, server-hosted or local. Your holdings and portfolios are not exposed to train anyone’s model.

One version of the truth

The same engine that already underpins your reporting answers the AI, so a number asked for in chat matches the number in your platform.

No shadow workflows

Give the team a governed way to use AI on fund data, instead of pasting holdings into consumer tools that answer from the open web.

No lock-in

AI-agnostic by design. Use Claude, ChatGPT or Copilot today and switch as the market moves, without re-platforming your analytics.

Best Practices

Get sharper answers with fewer prompts

A few habits keep your team’s answers fast, precise and easy to defend.

Be specific up front

Name the exact funds, group, statistics and date window in one prompt. Specifics avoid back-and-forth and wasted calls.

Mind token consumption

Request only the statistics and fields you need. Narrow scope returns smaller payloads - faster and cheaper.

Use groups & portfolios

Point the AI at an existing peer group or portfolio instead of long fund lists. One reference replaces many names.

Right-size the window

For time-series data, daily over decades is heavy; monthly is usually enough for comparisons.

Filter, then drill down

Start broad to shortlist, then ask follow-ups on the survivors - rather than pulling everything at once.

Confirm names early

Let the AI resolve exact asset names first. Correct names prevent failed lookups and retries.

Request a Demo

See it on your own data

Tell us a little about your team and we’ll set up a walkthrough of AlternativeSoft MCP on your own portfolios and managers.