Home / Workflows / Audit investment fees over a holding period
Personal Financeintermediate3-step workflow~18 min

Audit investment fees over a holding period

Quantify how much a fund's expense ratio costs over decades, compare it to fee-free compound growth, then check the realized ROI.

Workflow

Step 1 of 3

Investment Fee Impact Calculator

Quantify the long-run cost of an expense ratio on a given balance.

investment_fee({"initial_investment": 100, "years": 30})
Step 2 of 3

Compound Interest / Future Value Calculator

Project the same balance's growth with the fee removed.

compound_interest({"annual_rate_pct": 0.07, "years": 30})
Step 3 of 3

ROI & Annualized Return Calculator

Check the realized annualized return net of the fee drag.

roi({"initial_investment": 100, "final_value": 100})

Install

One command wires up every tool below for Claude Code:

claude mcp add --transport http wingman https://wingmanprotocol.com/mcp

Claude Desktop, Cursor and Continue configs are on /install. A free key (500 calls/month, no card) is on /pricing; beyond that it is x402 pay-per-call in USDC on Base.