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MCP Server for Financial Dataand Fund Analytics

AlternativeSoft MCP is a Model Context Protocol server for finance. It gives AI assistants governed, read-only access to fund data and investment analytics.

An MCP server for fund data, hedge fund data and investment data
Tools for fund search, peer analysis, portfolio analysis and stress testing
Works with Claude, ChatGPT, Microsoft Copilot and any MCP-ready assistant

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A live walkthrough tailored to your asset classes, followed by a 14 day free trial.

Trusted by

Aberdeen Asset Management● AllianceBernstein● BNP Paribas● Bessemer Trust● Raiffeisen Capital Management● Unigestion● Lyxor Asset Management● Kedge Capital● Lumyna Investments● Progressive Capital● Aberdeen Asset Management● AllianceBernstein● BNP Paribas● Bessemer Trust● Raiffeisen Capital Management● Unigestion● Lyxor Asset Management● Kedge Capital● Lumyna Investments● Progressive Capital●

What is an MCP server for financial data?

The Model Context Protocol (MCP) is an open standard that lets AI assistants call external tools and data sources. An MCP server for financial data exposes financial data and calculations as tools the assistant can use. AlternativeSoft MCP exposes institutional fund analytics in this way, so an assistant can retrieve funds and run risk statistics on request.

MCP for Investment Analytics

What the AlternativeSoft MCP Server Provides

A financial data MCP connector for asset management, built on an analytics engine in use since 2005.

Fund Search and Comparison

Tools that fetch funds and build side-by-side comparisons.

Peer Analysis

Rank a fund against its peer group on the statistics you choose.

Portfolio Analysis

Analyse the risk and performance of a portfolio.

Stress Testing

Run stress tests on funds and portfolios.

Factor Analysis

Measure factor exposures behind fund and portfolio returns.

13F Data

Query 13F holdings data through the same connection.

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Governed Access

MCP for Asset Management, With Control Built In

Investment firms need AI access that respects their data and their controls. AlternativeSoft MCP is read-only, runs calculations on your own data and can be deployed locally or on a server you host.

Read-only: The server never creates, edits or deletes anything in AlternativeSoft.
Local or server-hosted: Choose the deployment that fits your security policy.
AI-agnostic: One server for Claude, ChatGPT, Microsoft Copilot, GitHub Copilot and OpenAI Codex.
Efficient: Designed to keep token usage low on large analytical requests.

See It on Your Data

Who Uses It

Asset managers Funds of funds Pension funds Family offices Wealth managers

150+ institutions managing over $1.5tn rely on AlternativeSoft, with a database of 500,000+ funds.

How It Works

How the MCP Server Works

Enable the connection

AlternativeSoft MCP is switched on with an MCP licence.

Add it to your assistant

The assistant calls the tools

A plain-English question becomes a call to the AlternativeSoft engine.

Results return to the chat

Computed fund data and analytics are presented by the assistant.

Common Questions

MCP Server for Financial Data: Frequently Asked Questions

What is the Model Context Protocol?

MCP is an open standard for connecting AI assistants to external tools and data. It lets an assistant request information or a calculation from a system such as AlternativeSoft.

Which data can the MCP server reach?

It works with the funds and portfolios in your own AlternativeSoft environment, including peer analysis, portfolio analysis, stress testing, factor analysis and 13F data.

Which assistants can connect to it?

Claude, ChatGPT, Microsoft Copilot, GitHub Copilot, OpenAI Codex and other MCP-ready AI platforms.

Can the MCP server write to our system?

No. It is read-only and cannot create, edit or delete anything in AlternativeSoft.

Is this a free or open MCP server?

No. AlternativeSoft MCP is a licensed add-on for AlternativeSoft clients. Book a demo to see it.

See MCP Server for Financial Data in Action

Join the 150+ institutions that use AlternativeSoft to select and monitor their funds. A 14 day free trial follows your demo.