MCP For Claude Marketplace
Investment Allocation by Age

Investment Allocation by Age MCP Connector for Claude

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Deterministic portfolio allocation for Singaporean young adults.

2 tools Official Updated Oct 1, 2026 Official Vinkius Partner
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This MCP server provides precise, age-based investment portfolio construction tailored for the Singaporean financial landscape. By analyzing age, risk tolerance, and investment horizon, it calculates exact asset weightings for stocks, bonds, cash, and alternatives. It specifically incorporates local context, such as recommending CPF SA top-ups to optimize bond-equivalent returns. Use get_portfolio_allocation for a detailed percentage breakdown or get_allocation_summary for a high-level strategy overview.

singaporeportfolioallocationretirementfinance

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

get_allocation_summary

Provides a high-level summary of the allocation strategy

get_portfolio_allocation

Calculates the exact percentage breakdown of a portfolio based on age and risk profile

See how to talk to your AI agent using Investment Allocation by Age.

Calculate my portfolio allocation if I am 25 years old with a moderate risk tolerance and a 20-year horizon.

For a 25-year-old with moderate risk, your allocation is: 75% stocks, 27.5% bonds, 10% cash, and -12.5% alternatives. Expected annual return is 6.725%. Rebalance annually.

Give me a summary of my investment strategy. I am 40 and aggressive.

Your primary strategy focuses on growth. Your risk level is aggressive, which implies higher expected volatility in your portfolio.

What is my allocation if I am 30 and conservative?

For a 30-year-old with conservative risk, your allocation is: 60% stocks, 29% bonds, 10% cash, and 1% alternatives. Expected annual return is 4.7%. Rebalance annually.

The baseline stock allocation is 100 minus your age. This is adjusted by your risk profile: conservative users receive a 10% reduction, while aggressive users receive a 10% increase.

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