Does this MCP work for investors outside of Singapore?

The logic is specifically tailored to the Singaporean financial landscape, including local factors like CPF SA. It is designed for those operating within that specific context.

What asset classes are included in the allocation?

The capability calculates weightings for stocks, bonds, cash, and alternatives.

How do I use this with Claude?

You connect the MCP through the Vinkius platform. Once connected, you can simply ask Claude to calculate your allocation using the capabilities provided by this MCP.

Can I get a high-level summary instead of exact numbers?

Yes, you can use the get_allocation_summary capability to get a broad overview of the strategy rather than a granular percentage breakdown.

Is the allocation deterministic?

Yes, the MCP provides deterministic portfolio construction based on the inputs you provide for age, risk, and horizon.

How is the stock allocation calculated?

The baseline stock allocation is 100 minus your age. This is adjusted by your risk profile: conservative users receive a 10% reduction, while aggressive users receive a 10% increase.

What is the purpose of the CPF SA recommendation?

The system recommends CPF SA top-ups to help users capture the guaranteed 4% interest rate as part of their bond-equivalent allocation strategy.

How often should I rebalance my portfolio?

Rebalancing frequency is determined by age: users under 35 are advised to rebalance annually, while those 35 and older should rebalance semi-annually.

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Connect Investment Allocation by Age to ChatGPT and Claude

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Build precise portfolios tailored to Singaporean financial contexts.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 2 capabilities

We ship only the actions that matter.

Capability set01 / 01

01-02

2 capabilities in this set.

Part of 2 available through Investment Allocation by Age.

01
Get allocation summary
This capability provides a high-level overview of your intended investment strategy. It gives you the broad strokes of your asset mix without the granular percentages.
02
Get portfolio allocation
This capability calculates the exact percentage breakdown for your portfolio. It uses your age and risk profile to determine specific weights for stocks, bonds, cash, and alternatives.

Real work

What teams actually run

Retirement Planning

Calculate how your asset mix should shift as you approach retirement age in Singapore.

Risk Assessment

Determine if your current portfolio matches your stated risk tolerance and age.

Portfolio Rebalancing

Get the target percentages needed to rebalance your holdings annually.

Strategy Summarization

Generate a high-level overview of a proposed investment direction.

One connector, every AI

Investment Allocation by Age works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

Building your own app? The connector is yours to use.

You don't need a client to put Investment Allocation by Age to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

855ms average. Fast in production.

Investment Allocation by Age is checked daily against the live service.

Daily averagePeak 1089ms

Oct 3Today

Fastest day: 673ms
Slowest day: 1089ms
14-day trend: Improving-5%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 2 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Investment Allocation by Age, so you can see the experience inside your AI.

It does not authenticate your account with Investment Allocation by Age. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Investment Allocation by Age Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_kd9mZcapCagCqYJRZpyxVBdgSgjw615aN1wQ8eb2/mcp

Claude Desktop

Follow the steps below to connect in seconds.

1In Claude Desktop, open Settings → Connectors.
2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3Click Add and start a new chat — Investment Allocation by Age capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "investment-allocation-by-age-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_kd9mZcapCagCqYJRZpyxVBdgSgjw615aN1wQ8eb2/mcp"
    }
  }
}

Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Investment Allocation by Age in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Investment Allocation by Age owners hand off.

This MCP is built for individuals and professionals managing wealth within the Singaporean financial ecosystem.

01
Individual Investors
People looking to build a disciplined, age-appropriate portfolio for retirement.
02
Financial Planners
Professionals who need to quickly generate deterministic allocation models for clients.
03
Wealth Managers
Users who want to incorporate local Singaporean variables into broader investment discussions.

FAQ

Questions Investment Allocation by Age owners ask.

01
Does this MCP work for investors outside of Singapore?
The logic is specifically tailored to the Singaporean financial landscape, including local factors like CPF SA. It is designed for those operating within that specific context.
02
What asset classes are included in the allocation?
The capability calculates weightings for stocks, bonds, cash, and alternatives.
03
How do I use this with Claude?
You connect the MCP through the Vinkius platform. Once connected, you can simply ask Claude to calculate your allocation using the capabilities provided by this MCP.
04
Can I get a high-level summary instead of exact numbers?
Yes, you can use the get_allocation_summary capability to get a broad overview of the strategy rather than a granular percentage breakdown.
05
Is the allocation deterministic?
Yes, the MCP provides deterministic portfolio construction based on the inputs you provide for age, risk, and horizon.
06
How is the stock allocation calculated?
The baseline stock allocation is 100 minus your age. This is adjusted by your risk profile: conservative users receive a 10% reduction, while aggressive users receive a 10% increase.
07
What is the purpose of the CPF SA recommendation?
The system recommends CPF SA top-ups to help users capture the guaranteed 4% interest rate as part of their bond-equivalent allocation strategy.
08
How often should I rebalance my portfolio?
Rebalancing frequency is determined by age: users under 35 are advised to rebalance annually, while those 35 and older should rebalance semi-annually.

Explore

More in Finance

Connect Investment Allocation by Age to Claude, Cursor, ChatGPT & more

Your AI does the work. We keep it safe and sound.

Each Connector runs inside its own sealed environment.

One switch stops every agent. Instantly.

Spending limits that pause instead of surprise.

We ship only the actions that matter.

01-02

Get allocation summary

Get portfolio allocation

What teams actually run

Retirement Planning

Risk Assessment

Portfolio Rebalancing

Strategy Summarization

Building your own app? The connector is yours to use.

Investment Allocation by Age Connector

Claude Desktop

Individual Investors

Financial Planners

Wealth Managers

Does this MCP work for investors outside of Singapore?

What asset classes are included in the allocation?

How do I use this with Claude?

Can I get a high-level summary instead of exact numbers?

Is the allocation deterministic?

How is the stock allocation calculated?

What is the purpose of the CPF SA recommendation?

How often should I rebalance my portfolio?

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