• METRICS
  • BENCHMARKS
  • LISTING
  • HUMAN

How to analyze fund performance with your AI

Connect DecileHub to your AI client to pull live performance data. Your agent handles the math and benchmark comparisons once the connection is live.

Ask AI about this page

Short answer

How can I use AI to check fund performance?

Your AI client pulls real-time IRR, TVPI, and DPI metrics directly from your fund data. It then compares these figures against benchmarks you provide in chat. You get a clear view of how specific funds are tracking.

The outcomes

What you get from the analysis

The AI turns raw fund data into specific performance insights.

METRICS

Live performance stats

The AI pulls current IRR, TVPI, and DPI. You get accurate, real-time snapshots of fund health.

BENCHMARKS

Relative performance analysis

Your agent compares fund metrics against benchmarks. This shows you exactly how a fund is performing relative to the market.

LISTING

Fund universe overview

The AI can scan through your entire portfolio. It identifies which funds meet your specific performance criteria.

HUMAN

Strategic decisions

The AI provides the numbers, but you decide how to act on them. You remain in control of the final investment strategy.

The workflow

What your AI does when the data arrives.

Your agent acts as a data analyst, moving from broad lists to specific metric deep dives.

  1. Identify funds

    The AI scans your available fund list to establish the scope of your analysis.

    list_funds

  2. Extract metrics

    The agent pulls the specific performance data points you need for a single fund.

    get_fund_performance

  3. Calculate comparisons

    Your AI compares the retrieved IRR and TVPI against the benchmark data you provide in chat.

    get_fund_performance

  4. Summarize findings

    The agent organizes the performance delta into a readable summary for your review.

    get_fund_performancelist_funds

Try it

Copy these to start.

Use these prompts to kick off your analysis.

Starting points

These are opening lines. Swap in your specific fund names or benchmark types.

Decile Hub Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_BAhHazjHsdjiZ42tKPTVf776KJCurfSnc34gnFuj/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Decile Hub capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "decilehub-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_BAhHazjHsdjiZ42tKPTVf776KJCurfSnc34gnFuj/mcp"
    }
  }
}
Copy into chat04

  • List all my funds so we can start a performance review.

  • Get the IRR and TVPI for the Sequoia fund and compare it to the S&P 500.

  • Show me the DPI for all funds in my portfolio that are currently underperforming.

  • Compare the TVPI of the Evergreen fund against its benchmark.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect DecileHub once, then ask.

One connection gives your AI access to your fund data. Your credentials stay encrypted and secure on our side.

Connect DecileHub to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my fund data?

    No. The AI can only read performance data. It cannot modify, delete, or add any records in your fund management system.

  • 02

    Does the AI calculate the benchmarks itself?

    No. The AI pulls your fund's metrics, but you need to tell it which benchmark to compare those numbers against.

  • 03

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 04

    Will the AI pull real-time data?

    Yes, the AI uses the tools to fetch the most current metrics available in your connected system.

  • 05

    Can the AI generate a PDF report?

    No. The AI provides the text and data analysis in your chat interface. You would need to copy that into your own reporting tool.

  • More questions about DecileHub? See everything the DecileHub Connector can do

Connect Decile Hub to Claude, Cursor, ChatGPT & more