Stratalize Finance
com.stratalize/financeFinancial benchmarks: yield curve, FX, WACC, M&A multiples, PE returns, and bank capital ratios.
Tools · 36
Use when providing monetary policy narrative context for a macro brief, investment committee, or CFO rate planning session. Returns illustrative cut, hike, and hold probabilities for the next three FO…
Use when a technical trader needs wave counts, targets, and invalidation levels for major assets. Returns wave position, degree, target high/low, invalidation, and confidence for BTC, SPY, TLT, Gold. …
Use when a trader or portfolio manager needs current regime label and tactical positioning. Returns active regime, 4 concurrent playbooks with actions, key price levels, and risk triggers. Example: La…
Use when a macro agent needs a full live signal stack in one call. Returns Fed funds, 2s10s, VIX, BTC, WTI, silver, gold, DXY, SOFR, MOVE, FOMC next action, and cross-asset sentiment. Example: VIX 17.…
Use when evaluating a bank for acquisition, partnership, correspondent banking, or competitive analysis in a local market. Returns FDIC-sourced assets, deposits, capital ratios, loan quality, and peer…
Use when assessing consumer finance risk, benchmarking complaint volume against peers, or conducting pre-acquisition due diligence on a financial institution. Returns CFPB complaint rollups by company…
START HERE - Returns the complete Stratalize tool catalog: 191 governed MCP tools across 6 namespaces (crypto, finance, governance, healthcare, realestate, intelligence). 119 tools available via x402 …
Use when providing global macro context for an international expansion brief, country risk assessment, or board-level economic outlook presentation. Returns IMF WEO macro composites — GDP growth, infl…
Use when current energy price data is needed for a commodity brief, input cost analysis, or energy sector context in a CFO or investment brief. Returns WTI crude and natural gas spot prices when EIA A…
Use when benchmarking working capital efficiency or preparing a CFO cash management brief. Working capital benchmarks — DSO, DPO, DIO, and cash conversion cycle (CCC) by industry and company size. Sou…
Use when valuing a business, setting hurdle rates, or benchmarking discount rates for M&A analysis or capital allocation. WACC benchmarks by sector and market cap tier from Damodaran annual dataset — …
Use when building a public comps table, benchmarking a private company valuation, or preparing a fundraising benchmark. Public market valuation multiples — EV/EBITDA, EV/Revenue, P/E, and P/S by secto…
Use when valuing an acquisition target, benchmarking deal pricing, or preparing a fairness opinion. M&A transaction multiples — acquisition EV/EBITDA, EV/Revenue, and control premiums by industry and …
Use when assessing a company debt capacity, benchmarking leverage against sector peers, or preparing a refinancing or credit rating discussion. Corporate leverage and debt benchmarks — Net Debt/EBITDA…
Use when benchmarking audit costs, evaluating auditor proposals, or preparing an audit committee RFP. Audit fee benchmarks — total fees and fees as a percentage of revenue by company revenue band and …
Use when benchmarking fund performance, setting LP return expectations, or evaluating a GP track record. Private equity and venture return benchmarks — IRR, TVPI, DPI by vintage year and strategy (buy…
Venture capital round benchmarks — pre-money valuation, round size, dilution, and option pool standards by stage and sector. Source: Carta State of Private Markets quarterly. Used by founders, VC CFOs…
Bank regulatory capital and financial performance benchmarks — CET1, Tier 1 leverage, NIM, efficiency ratio, charge-off rates, and loan-to-deposit ratio by asset size tier. Source: FDIC call report pu…
Insurance financial performance benchmarks — combined ratio, loss ratio, expense ratio, and reserve adequacy by line of business. Source: NAIC annual statistical report. For insurance CFOs, actuaries,…
Credit union financial performance benchmarks — capital ratios, net interest margin, loan growth, and delinquency rates by asset size. Source: NCUA quarterly call report public data. For credit union …
Live major currency pair benchmarks — USD/EUR, USD/JPY, USD/GBP, USD/CNY, USD/CAD, USD/MXN, DXY broad TWI, carry trade spread, and weekly/monthly/YTD rate change. Source: FRED. Updated daily. Live sou…
Live investment grade and high yield credit spread benchmarks from FRED ICE BofA indices — OAS by rating tier, TED spread, 2s10s Treasury spread, and distress signal. Updates daily. For credit analyst…
Live commodity price benchmarks — WTI crude, natural gas, gold, copper, wheat, soybeans. Weekly and monthly price changes, inflation pressure signal. Source: FRED. Updated daily. For traders and macro…
Live US Treasury yield curve — 1M through 30Y yields with daily and weekly basis point changes, 2s10s and 2s30s spreads, inversion signal, SOFR, and curve shape classification. Source: FRED. Live sour…
Earnings quality and financial statement risk benchmarks — accruals ratio, cash conversion, and revenue recognition risk by sector. Source: SEC EDGAR aggregate + Sloan accruals model (academic standar…
Live labor market benchmarks from FRED — unemployment, U-6 underemployment, JOLTS job openings, quit rate, labor participation, weekly claims, wage growth. Tight/balanced/loosening signal for macro ag…
Live inflation benchmarks from FRED — CPI, core CPI, PCE, core PCE, 5Y and 10Y TIPS breakeven expectations, shelter and medical care components. Fed target gap, anchoring signal, and policy implicatio…
Live consumer sentiment benchmarks from FRED — University of Michigan sentiment, Conference Board confidence, retail sales, PCE, personal saving rate. Strong/moderate/weak consumer signal for GDP and …
Global equity index benchmarks — S&P 500, Nasdaq, Russell 2000, Stoxx 600, DAX, FTSE 100, Nikkei 225, Hang Seng, Shanghai Composite, MSCI EM. YTD returns, P/E ratios, and risk-on/risk-off global signa…
ESG benchmarks by sector — carbon intensity Scope 1/2, net zero commitments, SBTi alignment, board independence, pay equity, and ESG composite scores. Sources: EPA GHGRP, MSCI ESG methodology. For sus…
Climate financial risk benchmarks — physical risk (flood, hurricane, wildfire, heat), transition risk (carbon pricing scenarios, stranded assets), and lender implications. Source: FEMA NFIP, NGFS scen…
AML regulatory benchmarks — FinCEN SAR filing rates, OFAC SDN counts and recent additions, BSA enforcement fine history, travel rule thresholds, and compliance staffing benchmarks. For compliance agen…
Use when evaluating a credit union for partnership, acquisition, membership, or competitive benchmarking in a local market. Returns NCUA call report financials — assets, deposits, loans, net worth rat…
Use when benchmarking workforce planning against sector labor market conditions, assessing industry growth trajectory for strategic planning, providing economic context for board reporting, or evaluat…
Use when analyzing inflation exposure by spending category, structuring or reviewing vendor contract escalation clauses, benchmarking healthcare or real estate cost inflation, or providing monetary po…
Use when assessing country risk for international expansion, evaluating a foreign market for investment or partnership, benchmarking a country's economic trajectory for capital allocation decisions, o…
How to use
Add to your Claude Desktop / Cursor / Cline MCP config:
{
"mcpServers": {
"stratalize_finance": {
"url": "https://www.stratalize.com/api/mcp-public?vertical=finance",
"transport": "streamable-http"
}
}
}