MCP For Claude Marketplace
Dollar-Cost Averaging Strategy Simulator

Dollar-Cost Averaging Strategy Simulator MCP Connector for Claude

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Simulate a deterministic DCA strategy with valuation-based adjustments.

3 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

This MCP server provides tools to execute and analyze a sophisticated Dollar-Cost Averaging (DCA) strategy. Unlike standard DCA, this implementation uses valuation percentiles to adjust investment amounts: buying more when assets are cheap and less when they are expensive. Use simulate_dca_strategy to run full simulations over historical price and valuation series, or get_valuation_percentile to determine the current market standing. It also includes calculate_performance_metrics to evaluate total returns and average costs.

dcavaluationpe-ratioinvestment-strategyportfolio-analysis

3 tools expose this connector's capabilities to your AI agent.

simulate_dca_strategy

Executes a full simulation of the valuation-adjusted DCA strategy

calculate_performance_metrics

Computes the core financial outcomes for a completed investment period

get_valuation_percentile

Calculates the historical standing of a specific valuation point

See how to talk to your AI agent using Dollar-Cost Averaging Strategy Simulator.

Run a monthly DCA simulation with a $1000 base investment using these prices: [100, 110, 105, 120] and P/E ratios: [15, 16, 14, 18].

The simulation is complete. Total invested: $4,000.00. Current value: $4,350.00. Average cost per unit: $102.44. Total return: 8.75%. Lump-sum return: 12.50%.

What is the historical percentile for a P/E ratio of 20 given the history [15, 18, 22, 25, 30]?

The valuation percentile is 40.0.

Calculate performance for $5000 invested, 100 units held, final price $60, initial price $50, and $5000 total planned.

Total invested: $5,000.00. Current value: $6,000.00. Average cost: $50.00. Total return: 20.0%. Lump-sum return: 20.0%.

The strategy uses the `get_valuation_percentile` logic to scale investments. If the valuation is in the bottom 25th percentile, it invests 1.5x the base amount. Between 25th and 75th, it invests 1.0x. Above 75th, it invests 0.5x, and above 90th, it stops investing (0x).

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