Calculators

com.retirecrunchPublished by retirecrunch.comOfficial publisherv0.3.0Updated Oct 24, 2026

FIRE & retirement calculators + a multi-currency portfolio rebalancer (exact buy/sell trades).

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

A remote MCP server with FIRE and retirement calculators plus a multi-currency portfolio rebalancer that returns exact buy/sell trades.

What you can do
Estimate FIRE savings targets with Monte Carlo survival probability, and compute Coast FIRE milestones and year-by-year household wealth plans with region-aware tax and mortgage modeling. Estimate Swiss cantonal real-estate capital gains tax for a property sale, including holding-period adjustments and replacement-residence deferral. Look up historical portfolio return and volatility profiles per currency to ground assumptions. Rebalance a multi-currency portfolio: given holdings, target weights, cash and FX rates, get the exact BUY/SELL trades and per-currency cash movements. Load Interactive Brokers positions, balances and summary into the RetireCrunch Rebalancer and retrieve a plan's rebl
When to use it
Use it when planning retirement or financial independence, comparing savings targets, projecting household wealth, estimating Swiss property sale tax, or working out rebalancing trades for a multi-currency portfolio.
Requirements
A remote endpoint reached over streamable HTTP; no packages, environment variables or headers are declared. The portfolio tools expect Interactive Brokers account data supplied through the IBKR connector, and plan codes from the RetireCrunch Rebalancer.
Before you install
The rebalancer is planning math only and does not execute transactions; acting on trades requires creating separate IBKR order instructions. Portfolio data is passed to the RetireCrunch service, which returns a private link. Plan codes work once and expire after 15 minutes. Tax and projection outputs are educational estimates, not advice.

Installation

In SourceWeft

  1. Open Calculators 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.retirecrunch%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": {
    "calculators": {
      "type": "http",
      "url": "https://mcp.retirecrunch.com/mcp"
    }
  }
}

README

This repository has no README.

Tools

8

calculate_fire_target

Estimate the savings target needed for Financial Independence / Early Retirement. Runs Monte Carlo simulation and returns the probability the portfolio survives the planning horizon.

Parametersyearsrequiredcurrencyannual_expenserequiredinflation_rateapply_inflationcurrent_savingsportfolio_volatilityportfolio_return_rate

calculate_coast_fire

Compute the Coast FIRE milestone — the capital required today such that, with no further contributions, a portfolio compounds to the user's retirement target by their target age.

Parameterscurrencycurrent_agerequiredinflation_ratecurrent_savingsrequiredmonthly_savingsexpected_return_rateportfolio_volatilitysafe_withdrawal_ratetarget_retirement_agerequiredannual_expenses_in_retirementrequired

compute_swiss_property_tax

Estimate the Swiss cantonal real-estate capital gains tax (Grundstückgewinnsteuer) for a property sale. Covers all 26 cantons with holding-period adjustments and Ersatzbeschaffung (replacement-residence) deferral. Educational estimate; commune surcharges and value-enhancing-improvement deductions are not modeled.

Parameterscantonrequiredsale_pricerequiredyears_heldrequiredpurchase_pricerequiredersatzbeschaffungersatzbeschaffung_amount

project_wealth_plan

Run RetireCrunch's full year-by-year Wealth Plan projection for a household. Models earned income, pensions, expenses, portfolio growth, optional growth→income phase switch, mortgage amortization, optional property sale, and region-aware tax (US uses 2026 federal+state brackets; other regions use a flat rate). Returns a compact summary with 5-year milestones by default, or the full annual array when yearly_detail=true.

Parametersregioncurrencystart_yearrequiredyearly_detailhousehold_typeinflation_rateretirement_yearrequiredcurrent_mortgagecurrent_propertycurrent_liquidityincome_yield_rateestimated_tax_rate+16 more

get_portfolio_returns

Return RetireCrunch's historical portfolio return profiles for a currency. Each profile is a (return %, volatility %) pair derived from real index data — useful for grounding the assumptions in calculate_fire_target / project_wealth_plan in something defensible rather than guessing.

Parameterscurrencyrequired

rebalance_portfolio

Rebalance a multi-currency portfolio: given holdings, per-holding (or per-asset-class) target weights, cash and FX rates, return the exact BUY/SELL trades to reach the targets, the per-currency cash movements (flagging foreign-cash overdrafts), and a summary. Planning math only — no transaction costs or taxes.

Parametersfx_ratesholdingsrequiredbase_currencyclass_targetsavailable_cash

load_portfolio

Open the user's Interactive Brokers portfolio in the RetireCrunch Portfolio Rebalancer. First call the IBKR connector's get_account_positions, get_account_balances and get_account_summary, then pass their results here UNCHANGED (do not re-type or round numbers). Returns a private link that works once, for 15 minutes — give it to the user exactly as written. No login is needed because the link itself is the key: the positions are encrypted with a key that exists only in the link, and RetireCrunch's server holds just that encrypted copy, which it cannot read, for at most 15 minutes and deletes it when the link is opened. Tell the user this, and that anyone holding the link can open it once, so it should not be shared. RetireCrunch does not recommend instruments or allocations: the user sets their own targets on the page.

Parameterssummarybalanceslanguagepositionsrequired

get_rebalance_plan

Fetch the rebalancing trades the user decided on in the RetireCrunch Rebalancer, from the plan code they copied ("Send plan to my AI"). Codes work once, for 15 minutes. Returns the trades with IBKR contract ids where known. To act on them, create one IBKR order instruction per trade (create_order_instruction); the user reviews and submits each one inside IBKR. RetireCrunch never places orders.

Parameterscoderequired

Version history

2
  1. v0.3.0LatestOct 5, 2026
  2. v0.2.0Sep 16, 2026

Score

75% 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
  • Documentation15 pts

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

  • License10 pts

    Declare a license in the repository or the registry entry.