There are many instances (corporate compliance, for one) where investors cannot maintain a direct equity portfolio. This was a tough hill to climb earlier. However, thanks to the flood of index funds that scratch every itch in the market over the last couple of years, it is now possible to port some of our low-frequency quant strategies in to the domain of mutual funds.
As a Mutual Fund Distributor, if you ask us to execute this, we will obviously put you on “regular” funds. However, if you are a little tech savvy, you can do it yourself for free.
Point your AI agent to https://mutual-fund-mcp.stockviz.workers.dev/mcp and start exploring this brave new world.
We have set up a live model portfolio that tracks Factor Momentum with Index Funds. This is going to be the first of many.
Once your AI agent gets the model portfolio, you can ask it to execute it for you using any API of your choice with any broker of your choice.
Here’s a brief intro video that walks you through how to setup the MCP in an agent. We’ve shown it using Goose, but it should work in Hermes, Claude, etc… We’ve also thrown in some questions that you can ask it about the strategy, historical index metrics, etc…
If you have any questions or suggests, please post them on this substack chat thread.