Alternative Asset Literacy — Advisor
com.alternativeassetliteracy/aal-advisor-mcpClient-education toolkit for advisors: deep-dive tracks, calculators, free onboarding tools.
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Tools · 32
Look up a financial term from the 351-term glossary spanning alternative assets, DeFi, ESG, behavioral economics, art, and gender lens investing.
Full-text search across all 351 financial terms and definitions — alternative assets, DeFi, behavioral economics, art, ESG, and gender lens investing.
Browse all 351 glossary terms by category. Categories: Alternative Assets, Art, DeFi & Crypto, ESG & Climate, Behavioral Economics, Gender Lens Investing. Omit category to browse all terms.
Returns institutional research papers by category: 43 papers from the IMF, BIS, World Bank, FSB, UN, Federal Reserve, EU, IFC, OECD and TCFD. Use it to find primary sources on a topic.
Returns a prep briefing for each of a day's client meetings in one call. Input is a list of meetings (client description, optional topic, optional time). Each briefing has the matched topic, two key t…
Given a description of a client, returns an education bundle an advisor can share: a 3-module learning path, 3 key terms, a suggested message to send the client, and toolkit highlights.
Returns educational content (sections, citations, quiz preview) for one of 9 learning modules: Investing Primer, Alternative Investing, Behavioral Economics, Gender and Behavioral Investing, DeFi, Art…
Returns a short, sourced statistic about women and finance, behavioral economics, alternative investing, or the art market, with the original source cited. Optional category filter.
Returns a meeting opener for the first minute of a client call: one sourced statistic, one related glossary term and a suggested opening line. Uses only the fact bank and the glossary.
Maps a client's stated risk tolerance against the general risk characteristics of each alternative asset category (DeFi, private equity/VC, art & collectibles, ESG/climate, alternative investing/real …
Returns asset-class-spanning advisor frameworks — due diligence checklists, red flags, risk assessment, position sizing, tax considerations, essential legal documents, advisor-team building, total-cos…
Returns the neuroscience of investment decision-making — the prefrontal cortex, amygdala, nucleus accumbens, and anterior insula — each with its investing relevance, how it gets 'hijacked' into bad de…
Returns the Art Learning Track: 3 tracks and 9 lessons covering art concepts and practices (value, market fundamentals, evaluation), female artists as an asset class (the historical valuation gap and …
Searches a curated library of books, podcasts and academic papers on art history, markets and investing. Filter by category ('books', 'podcasts', 'papers') and/or a free-text query against title, auth…
Returns a curated reading list spanning behavioral economics, venture capital, economic history and policy, each with author, year, summary and an Apple Books link.
Returns 53 questions across 7 categories (DeFi/crypto, ESG/climate, alternative investing, art, behavioral finance, gender-lens investing, general fiduciary and planning). Each question includes signs…
Returns disclosure text of two kinds, plus the accredited investor definition and a risk disclosure. The 'regulatory' disclosure describes what this service's content is and is not, names this service…
Given an asset type or structure label (for example 'private equity fund', 'DeFi position', 'art fund'), returns a plain-language definition, the cognitive bias most likely to affect how a client perc…
Given a description of the topics discussed in a client meeting, returns a private coaching note for the advisor (the cognitive bias the client's language suggests and how to approach it), a separate …
Checks a draft client communication about alternative assets for anecdotal or FOMO framing, suitability-assertion language, and missing accredited-investor or risk disclosure when it discusses PE, VC,…
Models a multi-year program of private-fund commitments (PE, VC, private credit and similar): capital calls, distributions, unrealized NAV, and the year with the worst net cash flow, using a simplifie…
Runs a Monte Carlo simulation (thousands of trials) estimating the odds that a client's savings and contributions support a stated retirement income target. It does not assume a fixed withdrawal rule …
Looks up a firm or individual in the public SEC Investment Adviser Public Disclosure (IAPD) and FINRA BrokerCheck records. Returns registration scope (active or inactive, broker-dealer and/or investme…
Decentralized finance as an asset class: protocol-level revenue mechanics (Aave, Uniswap), documented failure modes (Terra/Luna, smart contract exploits), sizing, custody and tax considerations, and t…
ESG investing evaluated on the Triple Bottom Line (People, Planet, Profit; Elkington, 1994): why ratings diverge across providers, fee, cost and performance data, greenwashing detection, and what the …
The financial and legal mechanics of the art market: advisor conflicts of interest, provenance and authentication risk, primary versus secondary market signals, 2023-2025 Artprice100 index performance…
Decision-making across asset classes: advisor self-awareness, structural tools for managing client behavior, framing effects, mental accounting, and the peer-reviewed foundations (Kahneman & Tversky; …
The advice gap and the gender-lens investing gap as practice issues for an advisor: auditing your own recommendation patterns, couples and continuity dynamics, handling a client's gender-lens request …
A 2026 proposal, not institutionally adopted, to measure an economy by what it regenerates (ecological, social and capital dimensions) rather than what it produces. Presented as an unvalidated framewo…
Why venture capital and private equity are separate asset classes, what verifying a client's accredited investor status requires of the advisor of record (506(b) self-certification versus 506(c) verif…
How to evaluate a client's roll-or-cash-out decision in a GP-led continuation fund: governance questions (fairness opinion provenance, LPAC engagement), fee-clock incentives and behavioral framing for…
How to discuss tokenized Treasuries, money-market funds and other on-chain-wrapped assets with a client without conflating them with speculative crypto: due-diligence questions (structural model, rede…
Resources · 3
The complete glossary of alternative-asset terms and definitions — the same data glossary.search/browse/lookup serve, available as a single static resource.
aal://glossary
The disclosure texts this plugin attaches to relevant content: accredited-investor disclosure, risk disclosure, the advisor's own-records regulatory disclosure, and the un-branded client-facing educat…
aal://disclosures
The full toolkit.frameworks reference content — discussion-question sets, due-diligence checklists, and practice frameworks — as a static resource.
aal://toolkit-frameworks
Prompts · 2
Builds a client-ready deep-dive on a topic: the matching deep-dive track content, a compliance check of any client message drafted from it, and the applicable disclosures.
Prepares an advisor for a client meeting on a topic: glossary terms the client may not know, a due-diligence reference if one applies, and a suggested angle for the risk conversation.
How to use
Claude Desktop or claude.ai: add a custom connector (Customize → Connectors; on Team and Enterprise plans an owner adds it under Organization settings → Connectors) with this server URL: https://alternativeassetliteracy.com/mcp
Cursor or Cline: add to your MCP config:
{
"mcpServers": {
"alternative_asset_literacy_\u2014_advisor": {
"url": "https://alternativeassetliteracy.com/mcp",
"transport": "streamable-http"
}
}
}