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Alternative Asset Literacy — Retail

by alternativeassetliteracy.com · remote · no sign-in to list tools · v1.0.0 · published by com.alternativeassetliteracy

Alternative-asset education for retail investors: deep-dive tracks, calculators, advisor lookup.

Changes · 14
CompareRegistry entry

22 tools: 14 change things and 8 only read.

Scanned Oct 21, 2026

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

claude mcp add --transport http aal-retail https://alternativeassetliteracy.com/mcp/retail

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

22 tools

Changes things 14Claude Code: ask
  • advisors.registration_checkFree, live lookup against the public, unauthenticated SEC Investment Adviser Public Disclosure (IAPD) and FINRA BrokerCheck registries — no subscription required for this tool.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    Free, live lookup against the public, unauthenticated SEC Investment Adviser Public Disclosure (IAPD) and FINRA BrokerCheck registries — no subscription required for this tool. Returns registration scope (active/inactive, broker-dealer and/or investment-adviser) and whether the public record has any disclosure event on file, merged from both sources since each surfaces a different half of the disclosure picture. Always a starting point for your own due diligence, never a substitute for reading the full public record.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true
  • advisors.women_focused_directoryA discovery resource, not a recommendation — durable, self-updating advisor-search networks (NAPFA, XY Planning Network's Women's Finance filter, Garrett Planning Network, CFP Boar…No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    A discovery resource, not a recommendation — durable, self-updating advisor-search networks (NAPFA, XY Planning Network's Women's Finance filter, Garrett Planning Network, CFP Board) plus a short list of individually verified fee-only firms with a genuine, publicly-stated focus on women clients or gender-lens investing, each with the specific public statement it's grounded in. Built on real demand data: McKinsey/Cerulli research on women as a large, fast-growing, and demonstrably underserved segment of financial-advice demand. Free preview shows the durable networks and firm names; full verification details and public-statement citations require a plugin subscription.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • alts.illiquidity_pacing_stress_testA real computation, not templated text: models what a multi-year program of private-fund commitments (PE, VC, private credit, etc.) actually does to your cash flow over its life — …No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    A real computation, not templated text: models what a multi-year program of private-fund commitments (PE, VC, private credit, etc.) actually does to your cash flow over its life — capital calls, distributions, unrealized value, and the single worst year for net cash flow — using a simplified, transparent adaptation of the Takahashi-Alexander pacing framework used in institutional private-markets planning. Runs against multiple named forward-looking growth scenarios by default, not just a historical-average assumption, so the result is a range, not one confident number. Pass annual_liquidity_budget to see exactly which years a stated liquidity budget would be breached. A free preview shows the peak liquidity need under one scenario; full multi-scenario comparison and year-by-year detail require a plugin subscription.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • art.learning_trackFull lesson content (including 'Female Artists: An Overlooked Asset Class') for an active plugin subscription; otherwise the 3 track titles and lesson titles only, with a link to s…No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    Full lesson content (including 'Female Artists: An Overlooked Asset Class') for an active plugin subscription; otherwise the 3 track titles and lesson titles only, with a link to subscribe.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • art.libraryFull summaries for an active plugin subscription; otherwise book/podcast/paper titles and authors only, with a link to subscribe.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    Full summaries for an active plugin subscription; otherwise book/podcast/paper titles and authors only, with a link to subscribe.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • behavioral.brain_mapFull content (hijack patterns, navigation strategies) for an active plugin subscription; otherwise the 4 region names and one-line functions only, with a link to subscribe.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    Full content (hijack patterns, navigation strategies) for an active plugin subscription; otherwise the 4 region names and one-line functions only, with a link to subscribe.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • facts.randomA short, sourced statistic about women & finance, behavioral economics, alternative investing, or the art market.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    A short, sourced statistic about women & finance, behavioral economics, alternative investing, or the art market.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • gdr.deep_dive_trackA recently proposed (2026), NOT institutionally adopted alternative to GDP — measuring an economy by what it regenerates (ecological, social, and capital dimensions, treated as int…No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    A recently proposed (2026), NOT institutionally adopted alternative to GDP — measuring an economy by what it regenerates (ecological, social, and capital dimensions, treated as interdependent) rather than what it produces. Explicitly caveated throughout as an unvalidated, single-thought-leader framework, grounded against decades of real, verified 'beyond GDP' precedent (Bhutan's Gross National Happiness Index, the UN's SEEA Ecosystem Accounting standard, state-level Genuine Progress Indicators, Doughnut Economics). Worth knowing as part of doing your own homework on an investment thesis before acting on it. Full narrative content for an active plugin subscription; otherwise lesson titles and key takeaways only.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • gender_lens.learning_trackA dedicated track on investing through a gender lens, treated as its own subject rather than a subcategory of ESG — the wealth gap in real numbers, the underfunding of women-led ve…No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    A dedicated track on investing through a gender lens, treated as its own subject rather than a subcategory of ESG — the wealth gap in real numbers, the underfunding of women-led ventures as a genuine investment thesis, how the strategy works across public and private markets, the history behind the gap, and what the peer-reviewed research does and doesn't support. Full narrative content for an active plugin subscription; otherwise lesson titles and key takeaways only.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • pe_secondaries.deep_dive_trackWhat a GP-led continuation fund actually is, the structural conflict of interest at its center seen from both the GP's and the LP's side, who has a stake in the outcome without a v…No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    What a GP-led continuation fund actually is, the structural conflict of interest at its center seen from both the GP's and the LP's side, who has a stake in the outcome without a vote (portfolio-company employees, never accredited LPs themselves), the behavioral trap built into the 'roll or cash out' decision, and an honest look at whether longer hold periods serve patient capital or deferred accountability — including a carefully-hedged gender-lens hypothesis. Full narrative content for an active plugin subscription; otherwise lesson titles and key takeaways only.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • retirement.monte_carlo_estimatorA real Monte Carlo simulation — thousands of trials, not one deterministic projection — estimating the odds your savings and contributions support your stated retirement income tar…No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    A real Monte Carlo simulation — thousands of trials, not one deterministic projection — estimating the odds your savings and contributions support your stated retirement income target. Deliberately does NOT assume a fixed withdrawal rule like the '4% rule,' since that figure is itself an output of one specific historical regime, not a law; you state your own target income and the tool reports the odds under each named forward-looking scenario. Runs across multiple market-assumptions.js scenarios by default (historical baseline, regime transition, AI-productivity acceleration, structural stagnation) so you see how sensitive your plan actually is to an assumption most calculators bake in silently. Pair with alts.illiquidity_pacing_stress_test to see how an alternative-asset allocation affects overall retirement success odds. Free preview shows the success rate under one scenario; full multi-scenario comparison and percentile detail require a plugin subscription.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • rwa.deep_dive_trackHow traditional assets — Treasury bills, money-market funds, private credit, real estate — get represented as on-chain tokens, who actually holds the underlying asset, where '24/7 …No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    How traditional assets — Treasury bills, money-market funds, private credit, real estate — get represented as on-chain tokens, who actually holds the underlying asset, where '24/7 instant liquidity' claims hold up and where they don't, and what U.S. regulators have said about it as of early 2026. Grounded in SEC primary sources and live tokenized-asset market data. Full narrative content for an active plugin subscription; otherwise lesson titles and key takeaways only.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • toolkit.frameworksFull due-diligence/risk/tax checklists for an active plugin subscription (independent of the app's own subscription); otherwise titles and categories only, with a link to subscribe…No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    Full due-diligence/risk/tax checklists for an active plugin subscription (independent of the app's own subscription); otherwise titles and categories only, with a link to subscribe.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • vc_pe.deep_dive_trackWhy venture capital and private equity exist as their own category of investing, a full breakdown of what 'accredited investor' actually means and the real risk behind that gate (i…No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    Why venture capital and private equity exist as their own category of investing, a full breakdown of what 'accredited investor' actually means and the real risk behind that gate (illiquidity, failure rates, manager dependency), and what a family office is — including the real 2026 cost and AUM-threshold numbers behind single-family vs. multi-family office structures. Full narrative content for an active plugin subscription; otherwise lesson titles and key takeaways only.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
Only reads 8Claude Code: allow
  • disclosures.getReturns the full regulatory disclosure, accredited investor definition, and risk disclosure that apply to this plugin's content — the same language used in the app itself.No findings

    Why it is in this group

    • The name "disclosures.get" says "get": a word for reading.
    Description, as the server wrote it
    Returns the full regulatory disclosure, accredited investor definition, and risk disclosure that apply to this plugin's content — the same language used in the app itself. Call this any time a user asks about risk, eligibility, or what this content legally is/isn't.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • explain.holdingThe complement to third-party MCP connectors that bridge your live brokerage accounts (Fidelity/Schwab/Vanguard-style) into Claude — those show WHAT you own; this explains what it …No findings

    Why it is in this group

    • The name "explain.holding" says "explain": a word for reading.
    Description, as the server wrote it
    The complement to third-party MCP connectors that bridge your live brokerage accounts (Fidelity/Schwab/Vanguard-style) into Claude — those show WHAT you own; this explains what it IS. Given an asset type, returns the plain-language glossary term(s) always; for an active plugin subscription, also returns the specific cognitive bias most likely to distort how people think about this asset type and a due-diligence angle, otherwise a locked note.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • glossary.browseBrowse all 351 glossary terms by category (Alternative Assets, Art, DeFi & Crypto, ESG & Climate, Behavioral Economics, Gender Lens Investing).No findings

    Why it is in this group

    • The name "glossary.browse" says "browse": a word for reading.
    Description, as the server wrote it
    Browse all 351 glossary terms by category (Alternative Assets, Art, DeFi & Crypto, ESG & Climate, Behavioral Economics, Gender Lens Investing).

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • glossary.lookupLook up a term from the app's 351-term glossary — always free in the app, always free here.No findings

    Why it is in this group

    • The name "glossary.lookup" says "lookup": a word for reading.
    Description, as the server wrote it
    Look up a term from the app's 351-term glossary — always free in the app, always free here. Spans alternative assets, DeFi, ESG, behavioral economics, art, and gender lens investing.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • glossary.searchFull-text search across all 351 glossary terms and definitions.No findings

    Why it is in this group

    • The name "glossary.search" says "search": a word for reading.
    Description, as the server wrote it
    Full-text search across all 351 glossary terms and definitions.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • learn.list_modulesLists all 9 learning modules with a short description and whether each is free in full or preview-only — the same index as the app's own Learn tab.No findings

    Why it is in this group

    • The name "learn.list_modules" says "list": a word for reading.
    Description, as the server wrote it
    Lists all 9 learning modules with a short description and whether each is free in full or preview-only — the same index as the app's own Learn tab.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • learn.moduleReturns the actual content (sections, quiz preview) for a learning module, gated exactly like the app: one module free in full, every other module capped at its first section(s)/qu…No findings

    Why it is in this group

    • The description's first verb is "return": a word for reading.
    Description, as the server wrote it
    Returns the actual content (sections, quiz preview) for a learning module, gated exactly like the app: one module free in full, every other module capped at its first section(s)/quiz with the rest listed by title only and a link to subscribe for full access.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • reading.listThe app's curated reading list spanning behavioral economics, venture capital, economic history, and policy — always free in the app, always free here.No findings

    Why it is in this group

    • The name "reading.list" says "list": a word for reading.
    Description, as the server wrote it
    The app's curated reading list spanning behavioral economics, venture capital, economic history, and policy — always free in the app, always free here.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 1.0.0. Values in angle brackets are yours to fill in.

claude mcp add --transport http aal-retail https://alternativeassetliteracy.com/mcp/retail

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__aal-retail__glossary_lookup",
      "mcp__aal-retail__glossary_search",
      "mcp__aal-retail__glossary_browse",
      "mcp__aal-retail__learn_list_modules",
      "mcp__aal-retail__learn_module",
      "mcp__aal-retail__reading_list",
      "mcp__aal-retail__disclosures_get",
      "mcp__aal-retail__explain_holding"
    ],
    "ask": [
      "mcp__aal-retail__facts_random",
      "mcp__aal-retail__toolkit_frameworks",
      "mcp__aal-retail__behavioral_brain_map",
      "mcp__aal-retail__art_learning_track",
      "mcp__aal-retail__art_library",
      "mcp__aal-retail__gender_lens_learning_track",
      "mcp__aal-retail__gdr_deep_dive_track",
      "mcp__aal-retail__vc_pe_deep_dive_track",
      "mcp__aal-retail__rwa_deep_dive_track",
      "mcp__aal-retail__pe_secondaries_deep_dive_track",
      "mcp__aal-retail__alts_illiquidity_pacing_stress_test",
      "mcp__aal-retail__advisors_women_focused_directory",
      "mcp__aal-retail__retirement_monte_carlo_estimator",
      "mcp__aal-retail__advisors_registration_check"
    ],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as aal-retail. Review it before you use it.