etf-tax
elesin-olalekan/etf-taxEuropean UCITS ETF data with German tax intelligence. 12 tools for search, tax calculations (Vorabpauschale, Wegzugsbesteuerung, Teilfreistellung), portfolio overlap analysis, and tax-aware rebalancing. Built for German investors.
Score: 100/100
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Tools · 12
Search and filter the European UCITS ETF universe. Args: query: Search term matched against ETF Name, ISIN, or Ticker. domicile: Filter by domicile country (e.g., 'Ireland', 'Luxembourg'). …
Retrieve comprehensive details for a specific ETF by its ISIN. Args: isin: The International Securities Identification Number (ISIN) of the ETF.
Calculate and analyze the tax efficiency score for a given ETF. Returns a detailed breakdown of scoring factors relevant for EU investors. Args: isin: The ISIN of the ETF to analyze.
Trigger a scrape of JustETF to fetch fresh ETF data and update the local cache. This runs in the background and may take a few minutes to complete.
Generate 6-week and 12-month ETF performance data with year-over-year comparison. Returns structured JSON with weekly/monthly returns, cumulative growth curves, and summary metrics including inflati…
Calculate the annual Vorabpauschale (advance lump-sum tax) for a German-taxable ETF position. The Vorabpauschale is a deemed annual income on accumulating fund shares, taxed in January of the follow…
Simulate German exit tax (Wegzugsbesteuerung §6 AStG) on ETF holdings for emigration planning. Since Jan 1 2025, ETF holdings above €500k total acquisition cost trigger exit tax when leaving Germany…
Calculate the exact capital gains tax when selling an ETF position in Germany. Accounts for Teilfreistellung (partial exemption), Vorabpauschale credits (no double tax), and Sparerpauschbetrag (€1,0…
Look up the Teilfreistellung (partial tax exemption) classification for an ETF. Returns the tax-exempt portion rate under §20 InvStG: - Aktienfonds (≥51% equity): 30% of gains are tax-exempt - M…
Compare ETFs on true after-tax cost of ownership for a German investor. Projects forward to show which ETF delivers the best after-tax terminal value, accounting for TER drag, Teilfreistellung benef…
X-ray a portfolio for holdings overlap across multiple ETFs. Shows which stocks you own multiple times through different ETFs, your true concentration risk, and actual geographic/sector exposure. Es…
Find the most tax-efficient way to rebalance your portfolio to a target allocation. Returns three options: A) Sell & Buy: immediate but triggers capital gains tax B) Redirect Sparplan: zero tax …
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://etf-mcp.getbrechtai.com/mcp
Cursor or Cline: add to your MCP config:
{
"mcpServers": {
"etf-tax": {
"url": "https://etf-mcp.getbrechtai.com/mcp",
"transport": "http"
}
}
}