MCP For Claude Marketplace
Stock Profit/Loss Calculator

Stock Profit/Loss Calculator MCP Connector for Claude

A+

Calculate ROI, tax liabilities, and risk metrics for stock trades and options strategies.

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

A specialized financial utility for calculating the precise performance, taxation, and risk metrics of individual stock trades and complex multi-leg options strategies. Use analyze_stock_trade to determine net profitability and tax liabilities (short-term vs long-term) based on entry/exit prices and transaction costs. Use evaluate_options_strategy to estimate maximum profit, maximum loss, break-even points, and risk/reward ratios for single-leg and vertical spread options strategies. Use plan_position_size to calculate optimal units to purchase based on your portfolio value and stop-loss distance.

stocksoptionsroitaxationrisk-managementtrading-tools

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

analyze_stock_trade

Calculates the net profitability and tax liabilities for a completed stock transaction

evaluate_options_strategy

Determines the max profit, max loss, and break-even points for multi-leg options strategies

plan_position_size

Calculates how many units to purchase for a specific risk management plan

See how to talk to your AI agent using Stock Profit/Loss Calculator.

I bought 100 shares of AAPL at $150 on 2023-01-01 and sold them at $180 on 2024-02-01. Commissions were $5 per side and spread cost was $2. My short-term tax rate is 30% and long-term is 15%. What was my net profit?

Your net profit after all fees and taxes is $2,873.00. Your ROI is 19.15% and your annualized return is approximately 14.6%.

Evaluate a vertical spread: Buy 1 CALL at $100 strike for $5 premium, Sell 1 CALL at $110 strike for $2 premium. Current price is $105. Total commission is $1. What is my max profit and break-even?

The maximum profit for this strategy is $7.00 (difference in strikes minus net premium and commissions). The break-even price is $103.00.

I have a $50,000 portfolio. I want to risk only 2% of my total capital on a trade entering at $45 with a stop-loss at $42. How many shares should I buy?

You should purchase 166 units. This results in a total position cost of $7,470 and a cash at risk of $498.

The `analyze_stock_trade` tool compares your purchase and sale dates. If the holding period is less than one year, it applies the `shortTermTaxRate`; otherwise, it uses the `longTermTaxRate` you provided.

Related Connectors

Finance Toolkit

Finance Toolkit MCP

4 tools Official

Empower your AI agents to compute complex financial formulas. Instantly calculate ROI, compound interests, and SAC/Price amortization tables local.

A+ View details →
NEW
Seed Swap Balance Sheet

Seed Swap Balance Sheet MCP

4 tools Official

Calculates exchange balances and market state for seed trading networks.

A+ View details →
US LLC Tax Comparator

US LLC Tax Comparator MCP

3 tools Official

Compare federal and state tax liabilities across different US business entity structures.

A+ View details →
NEW
Sales Total Aggregator

Sales Total Aggregator MCP

4 tools Official

Aggregates and analyzes sales transaction amounts.

A+ View details →