• COST BASIS
  • PERFORMANCE
  • EFFICIENCY
  • HUMAN

How to calculate DCA performance metrics with your AI

Connect your investment data to your AI client to run precise simulations. Once connected, your agent handles the math for your DCA strategy.

Ask AI about this page

Short answer

How can I use AI to calculate my DCA performance?

Your AI uses the calculate_dca_metrics tool to process your buy dates, amounts, and asset prices. It outputs your average cost basis, total investment, and current performance relative to a lump sum. You get a full breakdown of your plan's efficiency.

The outcomes

What your analysis produces

Running a simulation provides these specific data points.

COST BASIS

Average entry price

The AI calculates your weighted average cost per unit. This shows exactly what you paid for your position across all intervals.

PERFORMANCE

Profit and loss

You get the total percentage gain or loss. The agent compares your DCA results against the current market price.

EFFICIENCY

Lump sum comparison

The tool determines if your DCA approach beat a single large purchase. This helps you see if your timing actually saved money.

HUMAN

Strategy adjustments

The AI provides the math, but you decide if you need to change your frequency or amount. You interpret the results to fix your plan.

The workflow

What your AI does when the data arrives.

The AI moves from raw numbers to a finished performance report.

  1. Data ingestion

    Your agent reads your transaction history, including dates, prices, and the amount invested at each step.

    calculate_dca_metrics

  2. Metric computation

    The AI runs the math to find your total cost basis and the number of units accumulated.

    calculate_dca_metrics

  3. Comparative analysis

    The agent calculates the delta between your DCA cost and a hypothetical lump sum investment.

    calculate_dca_metrics

  4. Report generation

    The AI presents the final metrics in a clean format for you to review in your chat interface.

    calculate_dca_metrics

Try it

Copy these to start.

Paste these prompts into your chat to begin the analysis.

Starting points

Replace the bracketed info with your actual trade data or file paths.

Dollar Cost Averaging Simulator Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_bDq4sQm4GpvTGdPtKHStSBE2G0XVXxP4XHIV3zAM/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 — Dollar Cost Averaging Simulator capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dollar-cost-averaging-simulator-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_bDq4sQm4GpvTGdPtKHStSBE2G0XVXxP4XHIV3zAM/mcp"
    }
  }
}
Copy into chat04

  • Calculate the DCA metrics for my Bitcoin trades in this CSV: [path/to/file.csv]

  • Using the Dollar Cost Averaging Simulator, tell me my average cost basis for these buys: [Date, Price, Amount]

  • Compare my DCA performance against a lump sum investment using my recent Ethereum purchase history.

  • Analyze my monthly investment plan for [Asset Name] and show me the total cost basis.

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

Start here

Connect Dollar Cost Averaging Simulator once, then ask.

Click the link to connect the MCP to your client. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Dollar Cost Averaging Simulator to your AI

FAQ

How the simulator behaves

  • 01

    Can the AI execute trades for me?

    No. The AI only calculates metrics based on the data you provide. It cannot place orders or move funds.

  • 02

    Do I need to provide the current market price?

    Yes. To calculate your current profit or loss, the AI needs the current price of the asset to compare against your cost basis.

  • 03

    Can the AI change my investment settings in my brokerage account?

    No. This MCP is for analysis only. It has no access to your bank or brokerage accounts.

  • 04

    What kind of data does it need?

    It needs a list of transaction dates, the price paid at each date, and the amount of the investment.

  • 05

    Can it predict future prices?

    No. The tool calculates historical performance and mathematical comparisons. It does not perform price forecasting.

  • More questions about Dollar Cost Averaging Simulator? The Connector page answers them. See everything the Dollar Cost Averaging Simulator Connector can do

Connect Dollar Cost Averaging Simulator to Claude, Cursor, ChatGPT & more