{"id":9749,"date":"2026-10-23T12:08:20","date_gmt":"2026-10-23T10:08:20","guid":{"rendered":"https:\/\/bicon.li\/?p=9749"},"modified":"2026-11-06T14:13:39","modified_gmt":"2026-11-06T13:13:39","slug":"investment-decision-lab-mcp-server-now-live","status":"publish","type":"post","link":"https:\/\/bicon.li\/en\/2026\/10\/23\/investment-decision-lab-mcp-server-now-live\/","title":{"rendered":"Investment Decision Lab \u2013 MCP Server Now Live"},"content":{"rendered":"<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<h3 class=\"wp-block-heading\">From portfolio construction and risk analysis to benchmark comparisons and order preparation \u2013 all within a single AI conversation.<\/h3>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/about.bicon.co\/#mcp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">The Investment Decision Lab now offers a live Model Context Protocol (MCP) server<\/a>, enabling AI assistants such as ChatGPT and Claude to interact directly with its portfolio construction and analytical capabilities.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Rather than navigating individual functions through a traditional user interface, investors can explore portfolios, challenge assumptions, evaluate alternative allocations and request detailed analyses and reports through natural-language conversations.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What you can ask (also available as skills)<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Portfolio overview: Analyse expected returns, volatility, Sharpe ratio and costs.<\/li>\n\n\n\n<li>Monte Carlo simulations: Explore potential outcomes over your investment horizon, including the probability of a loss.<\/li>\n\n\n\n<li>Savings goals: Calculate the initial investment, monthly contributions or investment horizon required to reach a financial target.<\/li>\n\n\n\n<li>Target returns: Determine the minimum equity allocation needed to achieve a specified expected return.<\/li>\n\n\n\n<li>Historical stress tests: Assess portfolio resilience against crises such as the 2008 financial crisis, the 2020 pandemic and the 2022 interest-rate shock.<\/li>\n\n\n\n<li>Custom scenarios: Describe hypothetical events in plain language \u2013 such as new tariffs combined with an oil price shock \u2013 and analyse their potential impact.<\/li>\n\n\n\n<li>Market context: Compare current interest rates and inflation with the Lab's capital market assumptions.<\/li>\n\n\n\n<li>What-if analysis: Change risk preferences, investment horizons or individual ETFs and immediately compare the results.<\/li>\n\n\n\n<li>Portfolio comparison and rebalancing: Compare portfolios side by side and generate recommendations for transitioning from existing holdings to a target allocation.<\/li>\n\n\n\n<li>Existing portfolio import: Convert a bank custody statement \u2013 PDF, image or pasted text \u2013 into a portfolio for further analysis.<\/li>\n\n\n\n<li>Reporting: Generate client reports, PowerPoint presentations, investment summaries and Excel order lists.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Example conversations<\/h4>\n\n\n\n<ul class=\"wp-block-list is-style-default\">\n<li>\u201cWhat happens to my portfolio if markets crash?\u201d<\/li>\n\n\n\n<li>\u201cBuild a portfolio targeting an annual return 2% above inflation.\u201d<\/li>\n\n\n\n<li>\u201cWhat's the minimum equity allocation needed to reach my return target?\u201d<\/li>\n\n\n\n<li>\u201cAnalyse this bank statement and compare my holdings with your proposed allocation.\u201d<\/li>\n\n\n\n<li>\u201cMake the portfolio more aggressive \u2013 but I'd still like to sleep at night.\u201d<\/li>\n\n\n\n<li>\u201cCreate a client presentation explaining the investment strategy and its risks.\u201d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Every analysis can be opened directly in the Investment Decision Lab through a link, providing access to the underlying calculations, assumptions and interactive results.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Connecting Investment Analytics with Market Data<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The real potential of MCP becomes apparent when multiple services are connected to the same AI assistant.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In recent tests, the Investment Decision Lab was combined with the MCP server of market data provider EODHD, enabling workflows that go beyond the Lab's standalone functionality.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Two examples illustrate the possibilities:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">1. Historical Benchmark Comparison<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">An existing portfolio was compared against a benchmark consisting of 80% global equities (MSCI ACWI) and 20% Swiss government bonds.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Using historical ETF prices, the analysis calculated annualised returns, volatility, maximum drawdowns, correlations and relative performance.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Over the period from March 2018 to October 2026, the portfolio achieved an annualised return of 8.2%, compared with 7.3% for the benchmark, while exhibiting lower volatility (11.3% versus 12.5%).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"793\" height=\"965\" data-attachment-id=\"9757\" data-permalink=\"https:\/\/bicon.li\/en\/2026\/10\/23\/investment-decision-lab-mcp-server-now-live\/bm-vergleich-mit-mcp-server\/#main\" data-orig-file=\"https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/BM-Vergleich-mit-MCP-Server.png?fit=793%2C965&amp;ssl=1\" data-orig-size=\"793,965\" data-comments-opened=\"0\" data-image-title=\"BM Vergleich mit MCP Server\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/BM-Vergleich-mit-MCP-Server.png?fit=793%2C965&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/BM-Vergleich-mit-MCP-Server.png?resize=793%2C965&#038;ssl=1\" alt=\"\" class=\"wp-image-9757\" srcset=\"https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/BM-Vergleich-mit-MCP-Server.png?w=793&amp;ssl=1 793w, https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/BM-Vergleich-mit-MCP-Server.png?resize=768%2C934&amp;ssl=1 768w, https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/BM-Vergleich-mit-MCP-Server.png?resize=493%2C600&amp;ssl=1 493w, https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/BM-Vergleich-mit-MCP-Server.png?resize=10%2C12&amp;ssl=1 10w\" sizes=\"auto, (max-width: 793px) 100vw, 793px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">2. Portfolio Order Preparation<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The AI assistant also generated an executable-style order list for a CHF 100,000 investment based on the Lab's target allocation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By retrieving market prices through EODHD, the analysis determined ETF quantities, estimated order values, currency conversions and residual cash.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The output included security identifiers, exchange-specific tickers and pricing timestamps, together with warnings about potentially stale or inconsistent market data.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">These examples demonstrate how an AI assistant can combine specialised financial models with external data sources in a single workflow.<\/p>\n<\/blockquote>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"787\" height=\"981\" data-attachment-id=\"9756\" data-permalink=\"https:\/\/bicon.li\/en\/2026\/10\/23\/investment-decision-lab-mcp-server-now-live\/orderlist\/#main\" data-orig-file=\"https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/OrderList.png?fit=787%2C981&amp;ssl=1\" data-orig-size=\"787,981\" data-comments-opened=\"0\" data-image-title=\"OrderList\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/OrderList.png?fit=787%2C981&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/OrderList.png?resize=787%2C981&#038;ssl=1\" alt=\"\" class=\"wp-image-9756\" srcset=\"https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/OrderList.png?w=787&amp;ssl=1 787w, https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/OrderList.png?resize=10%2C12&amp;ssl=1 10w, https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/OrderList.png?resize=481%2C600&amp;ssl=1 481w, https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/OrderList.png?resize=768%2C957&amp;ssl=1 768w\" sizes=\"auto, (max-width: 787px) 100vw, 787px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Towards Integrated Investment Workflows<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The MCP architecture is not limited to market data providers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Additional MCP servers can connect brokerage platforms and other financial services, potentially extending the process from portfolio construction and simulation to order preparation, review and approval.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Importantly, these integrations do not need to be built into the Investment Decision Lab itself. The AI assistant orchestrates the interaction between independent services.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This creates a new level of flexibility for professional investors \u2013 while preserving the Lab's transparent, quantitative investment methodology.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The underlying investment calculations remain deterministic. AI provides the conversational interface and coordinates the workflows.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Appropriate controls, data validation, investor suitability checks and human approval remain essential, particularly where investment decisions lead to transactions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">From Software Application to Connected Investment Infrastructure<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Until recently, such integrated workflows would have required substantial custom development.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">With MCP, independently developed applications can now work together through a common interface, allowing existing investment tools to become components of broader AI-assisted processes.<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">The Investment Decision Lab demonstrates this approach in practice.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Explore the Investment Decision Lab: <a href=\"https:\/\/www.bicon.co\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.bicon.co<\/a><\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><em>The Investment Decision Lab MCP server is live. External market data and brokerage integrations depend on separately available MCP servers and are not included in the Lab's own functionality. The examples shown are analytical demonstrations, not executed transactions.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><em>Disclaimer: The examples are for demonstration purposes only and do not constitute investment advice. Market data may be delayed or incomplete. External MCP integrations are provided by third parties and are not part of the Investment Decision Lab. All analyses and orders require independent verification and appropriate approval before execution.<\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>From portfolio construction and risk analysis to benchmark comparisons and ... <\/p>\n<p class=\"read-more-container\"><a title=\"Investment Decision Lab \u2013 MCP Server Now Live\" class=\"read-more button\" href=\"https:\/\/bicon.li\/en\/2026\/10\/23\/investment-decision-lab-mcp-server-now-live\/#more-9749\" aria-label=\"Read more about Investment Decision Lab \u2013 MCP Server Now Live\">Read Article<\/a><\/p>","protected":false},"author":1,"featured_media":9750,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_uag_custom_page_level_css":"","ub_ctt_via":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","generate_page_header":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_hide_featured_image":false,"_jetpack_featured_image_duplicate_dismissed":0,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[45,13,50,32,12,21,73,35],"tags":[31,74,52],"class_list":["post-9749","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificialintelligence","category-assetmanagement","category-democratising-investing","category-digitaltransformation","category-fintech","category-robo-advising","category-showcase-tools","category-wealthtech","tag-english","tag-investment-decision-lab","tag-ki-im-private-banking-serie","infinite-scroll-item","masonry-post","generate-columns","tablet-grid-50","mobile-grid-100","grid-parent","grid-50","no-featured-image-padding"],"featured_image_src":"https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/MCP-Server.png?fit=1672%2C941&ssl=1","author_info":{"display_name":"Volkmar Ritter","author_link":"https:\/\/bicon.li\/en\/author\/wm\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investment Decision Lab \u2013 MCP Server Now Live | BICon<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/bicon.li\/en\/2026\/10\/23\/investment-decision-lab-mcp-server-now-live\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Decision Lab \u2013 MCP Server Now Live | BICon\" \/>\n<meta property=\"og:description\" content=\"From portfolio construction and risk analysis to benchmark comparisons and ... 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That was the question behind an independent in-depth review of the BICon Investment Lab conducted by Claude Cowork. The objective was not to assess marketing claims, but to evaluate the platform's actual capabilities, methodology, transparency, AI integration and competitive positioning. 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But even the most flexible reporting system has a limitation: Someone needs to anticipate which analyses users\u2026","rel":"","context":"In &quot;Artificial Intelligence&quot;","block_context":{"text":"Artificial Intelligence","link":"https:\/\/bicon.li\/en\/category\/artificialintelligence\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/Conversational-AI-portfolio-analysis.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/Conversational-AI-portfolio-analysis.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/Conversational-AI-portfolio-analysis.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/Conversational-AI-portfolio-analysis.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/Conversational-AI-portfolio-analysis.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":9705,"url":"https:\/\/bicon.li\/en\/2026\/10\/09\/historical-vs-expected-returns-the-best-of-three-worlds\/","url_meta":{"origin":9749,"position":5},"title":"Historical vs. Expected Returns \u2013 The Best of Three Worlds?","author":"Volkmar Ritter","date":"2026-10-09","format":false,"excerpt":"Should investment decisions rely on historical performance or forward-looking expectations? Why not use both \u2013 and add a third perspective? I've been asked several times why my BICon Investment Decision Lab uses forward-looking expected returns and volatilities rather than historical data. My reasoning: Historical returns don't necessarily predict future performance.\u2026","rel":"","context":"In &quot;Asset Management&quot;","block_context":{"text":"Asset Management","link":"https:\/\/bicon.li\/en\/category\/assetmanagement\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/Historical-vs-Expected-Returns-Dashboard.png?fit=1200%2C807&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/Historical-vs-Expected-Returns-Dashboard.png?fit=1200%2C807&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/Historical-vs-Expected-Returns-Dashboard.png?fit=1200%2C807&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/Historical-vs-Expected-Returns-Dashboard.png?fit=1200%2C807&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/Historical-vs-Expected-Returns-Dashboard.png?fit=1200%2C807&ssl=1&resize=1050%2C600 3x"},"classes":[]}],"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"jetpack_featured_media_url":"https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2026\/10\/MCP-Server.png?fit=1672%2C941&ssl=1","_links":{"self":[{"href":"https:\/\/bicon.li\/en\/wp-json\/wp\/v2\/posts\/9749","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bicon.li\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bicon.li\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bicon.li\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bicon.li\/en\/wp-json\/wp\/v2\/comments?post=9749"}],"version-history":[{"count":10,"href":"https:\/\/bicon.li\/en\/wp-json\/wp\/v2\/posts\/9749\/revisions"}],"predecessor-version":[{"id":9880,"href":"https:\/\/bicon.li\/en\/wp-json\/wp\/v2\/posts\/9749\/revisions\/9880"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bicon.li\/en\/wp-json\/wp\/v2\/media\/9750"}],"wp:attachment":[{"href":"https:\/\/bicon.li\/en\/wp-json\/wp\/v2\/media?parent=9749"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bicon.li\/en\/wp-json\/wp\/v2\/categories?post=9749"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bicon.li\/en\/wp-json\/wp\/v2\/tags?post=9749"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}