Investment Allocation by AgeをAIに接続

最速日

673ms

最遅日

1089ms

14日間の傾向

改善傾向-5%

Investment Allocation by Age Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_kd9mZcapCagCqYJRZpyxVBdgSgjw615aN1wQ8eb2/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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 — Investment Allocation by Age capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ Investment Allocation by AgeをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 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.

• 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.

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