PNL Toolkit

com.pnltoolkitPublished by pnltoolkit.comOfficial publisherv1.1.0Updated Oct 24, 2026

Eight free investment and trading calculators with PNG charts and editable result links.

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Provides eight investment and trading calculators, including historical return, DCA backtest, compound interest, position sizing and drawdown recovery, with PNG

What you can do
Offers eight calculators covering historical return, dollar-cost-averaging backtests, compound interest, position sizing, trade expectancy and fractional Kelly, drawdown recovery, spread and fee economics, and inventory quotes. Each returns results, stated conditions and assumptions, an editable link, a share page and a PNG chart. Historical and DCA calculations use installed monthly closing prices rather than live quotes. The tools perform calculations only and do not access accounts or execute orders.
When to use it
Useful when an assistant needs to run quick investment or trading math, such as projecting compound growth, sizing a position, backtesting a DCA plan, or estimating drawdown recovery time, and to produce a shareable chart or link for the result.
Requirements
A remote endpoint reached over streamable HTTP; no packages, environment variables or headers are declared, and no authentication is declared.
Before you install
Results are based on installed monthly closes, not live quotes, so they may not reflect current prices. The tools state they do not access accounts or execute orders, but outputs are calculations and assumptions rather than financial advice; check the stated assumptions before relying on a result.

Installation

In SourceWeft

  1. Open PNL Toolkit in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.pnltoolkit%2Fcalculators/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "pnl-toolkit": {
      "type": "http",
      "url": "https://pnltoolkit.com/mcp"
    }
  }
}

Tools

8

historical_return

Historical investment return using installed monthly closes, not live quotes. Asset ticker, start/end months YYYY-MM, amount in USD (unit=cash) or historical shares/coins (unit=coins), buying fee in percent, optional benchmark and total/price return basis. Omitted dates use calculator defaults clamped to asset/benchmark coverage. Returns data coverage/source metadata and the free calc-return PNG. Returns results, conditions, assumptions, an editable link, share page and PNG. No account access or order execution.

ParametersendunitassetstartamountbuyFeebenchmarkreturnBasisinclude_image

dca_backtest

Dollar-cost-averaging backtest using installed monthly closes, not live quotes. Asset ticker, start/end months YYYY-MM, initial deposit in USD, monthly in USD per purchase, frequency in months (1, 3 or 12), buying fee in percent, optional benchmark and total/price return basis. Initial deposit and first recurring purchase occur at the selected start month-end. Omitted dates use calculator defaults clamped to coverage. Returns data metadata and the free calc-dca PNG. Returns results, conditions, assumptions, an editable link, share page and PNG. No account access or order execution.

ParametersendassetstartbuyFeeinitialmonthlybenchmarkfrequencyreturnBasisinclude_image

compound_interest

Compound interest in USD: initial dollars, monthly dollars, annual return/fees/inflation in percent, and whole years. Creates a free calc-compound PNG. Returns results, conditions, assumptions, an editable link, share page and PNG. No account access or order execution.

ParametersrateyearstimingmonthlyannualFeeinflationprincipalinclude_imagecontributionGrowth

position_size

Position sizing for linear USD shares/coins: prices in USD, account risk in percent, fees/slippage in basis points, quantity increment in units. Returns results, conditions, assumptions, an editable link, share page and PNG. No account access or order execution.

ParametersfeeriskstopentrytargetbalanceslippageunitStepdirectionmaxLeverageinclude_image

trade_expectancy

Trade expectancy and fractional Kelly: balance in USD, win rate/buffer/cap in percent, wins/losses/cost in R, fraction 0–1. Returns results, conditions, assumptions, an editable link, share page and PNG. No account access or order execution.

ParameterscostavgWinavgLossbalanceriskCapwinRatefractionwinBufferinclude_image

drawdown_recovery

Drawdown recovery: balances/deposits in USD, drawdown and monthly return in percent, target horizon in whole months. Returns results, conditions, assumptions, an editable link, share page and PNG. No account access or order execution.

ParameterslosslossescurrentscenarioprincipalriskPerTradetargetMonthsinclude_imagemonthlyReturnmonthlyDeposit

spread_and_fees

Round-trip spread economics: one-side notional in USD; full spread, fee per fill and adverse cost in basis points (1 bp = 0.01%). Negative fees are rebates. Returns results, conditions, assumptions, an editable link, share page and PNG. No account access or order execution.

Parametersfeespreadadversenotionalinclude_image

inventory_quotes

Inventory quotes: mid and tick in USD, inventory weights in percent, spread/skew/cap in basis points. Skew is bps per 10 percentage points of inventory deviation. Returns results, conditions, assumptions, an editable link, share page and PNG. No account access or order execution.

ParametersmidskewspreadtargetcurrentskewCaptickSizeinclude_image

Version history

1
  1. v1.1.0LatestOct 16, 2026

Score

72% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts

    Publish an icon in the registry entry.

  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.