# agentic-financial-advisor

> agentic-financial-advisor — fixnpe-agentic-financial-advisor. Use this tool when you need to analyze and optimize investment portfolios, assess concentration risk, and project retirement outcomes. It solves problems related to financial planning and portfolio management by providing detailed allocations, risk assessments, and projections. The tool accepts financial data as input and outputs comprehensive reports and recommendations, making it ideal for use in financial planning and advisory contexts.

Canonical page: https://skillsregistry.net/skills/fixnpe-agentic-financial-advisor  
JSON: https://api.skillsregistry.net/v1/skills/fixnpe-agentic-financial-advisor

## Description

Exposes portfolio allocation, concentration risk, retirement projections, RAG document search, and a full multi-agent financial advisor query as MCP tools for use from Claude Code.

## Trust

- **Trust score (0–1):** 0.69
- **Verification tier:** scanned
- **Last scanned:** 2026-08-29

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** ai-ml
- **Updated:** 2026-08-29

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/o2a3qfzb22)
- **Repository:** <https://github.com/FixNPE/agentic-financial-advisor>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "fixnpe-agentic-financial-advisor"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/fixnpe-agentic-financial-advisor` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/fixnpe-agentic-financial-advisor/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt