Investment Return Calculator

Investment Return Calculator MCP Connector for Claude

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Calculate precise investment returns, annualized yields, and performance comparisons.

4 tools Official Updated Oct 1, 2026 Official Vinkius Partner

This MCP server provides a suite of financial tools to analyze investment performance. You can use calculate_simple_return to find the basic percentage change, calculate_annualized_return to determine yearly geometric mean returns, compare_investment_performance to evaluate two different scenarios, or get_return_summary for a qualitative classification of gains and losses.

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

calculate_simple_return

Calculates the basic percentage return for a single investment asset

calculate_annualized_return

Converts a total return into an equivalent yearly return, accounting for the time elapsed

compare_investment_performance

Compares two different investment scenarios to determine which performed better in percentage terms

get_return_summary

Provides a descriptive classification of the investment outcome

See how to talk to your AI agent using Investment Return Calculator.

What was the percentage return on an investment that grew from $1,000 to $1,250?

The return on your investment is 25%.

Calculate the annualized return for $5,000 that became $7,500 over 5 years.

The annualized return is 8.45% per year.

Which performed better: $100 to $150 or $200 to $280?

The second investment (B) performed better with a 40% return compared to 50% for the first? Wait, let me re-calculate. $100 to $150 is 50%. $200 to $280 is 40%. The first investment (A) performed better.

You can use the `calculate_annualized_return` tool. Provide the initial value, the final value, and the number of years that have elapsed to get the geometric mean return per year.

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