SmartFin

fyi.smartfinv3.0.0Updated Sep 29, 2026

Backtest S&P 500 stocks and ETFs on real prices, plus loan, savings, FIRE and retirement tools.

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Lets an assistant backtest S&P 500 stocks and ETFs on real prices and run loan, savings, FIRE and retirement calculations.

What it does
SmartFin is a remote MCP endpoint that gives an assistant finance calculation and backtesting tools. According to its description, it backtests S&P 500 stocks and ETFs against real historical prices, and also covers loan, savings, FIRE (financial independence) and retirement planning. No individual tool names or parameters are listed in the manifest.
When to use it
Useful when you want an assistant to test how a US equity or ETF strategy would have performed on historical prices, or to work through loan, savings, FIRE and retirement scenarios without leaving the chat. Less relevant if you need live market data, brokerage access or non-US markets, which the description does not mention.
Requirements
Nothing to install locally: it runs as a remote streamable HTTP endpoint at The manifest declares no authentication, no environment variables and no headers, and no packages. A network connection to that endpoint is required.
Before you install
The manifest declares no authentication, so anyone who can reach the endpoint may be able to use it; do not send personal financial details through it. Backtest results are historical simulations, not predictions or investment advice, and the description does not state where the price data comes from or how current it is. No write, payment or credential-handling behavior is described.

Installation

In SourceWeft

  1. Open SmartFin 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.

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "smartfin": {
      "type": "http",
      "url": "https://smartfin.fyi/mcp"
    }
  }
}

Tools

0
Tool metadata has not been indexed yet.

Version history

1
  1. v3.0.0LatestSep 29, 2026