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Connecting Backtes.to to Claude

Use the ETF catalog, the user guide and the backtester inside Claude via the MCP connector.

Backtes.to ships a remote MCP connector you can add to Claude. Once it is connected you can search the ETF catalogue, read the user guide and run a full portfolio or FIRE analysis without leaving the chat. Claude gets the metrics and a shareable link back to the site — it never receives the underlying price series.

Connector URL

https://www.backtes.to/api/mcp

It is a Streamable-HTTP MCP endpoint. No account, API key or authentication is required.

Add it to Claude

  1. In Claude, open Settings → Connectors → Add custom connector.
  2. Give it a name (for example Backtesto) and paste the connector URL above.
  3. Confirm the options Claude proposes — usually nothing to change — then enable the connector from the + menu in a chat.

The steps are the same on Claude web, desktop and mobile. Custom connectors need a paid Claude plan.

What Claude can do with it

  • Find products. Search the whole catalogue, or only the products with a reconstructed long history, by name, ISIN or ticker.
  • Read the docs. Pull in any page of this user guide to answer "how does X work" questions.
  • Analyse a portfolio. Build an allocation and get Compound Return, volatility, max drawdown, Sharpe and the correlation matrix. Claude can also attach success probability, drawdown history, risk factors and the Dani Score in the same call.
  • Project FIRE. Give age, capital, monthly contribution and target, and get the accumulation/decumulation projection and success rate.

Every analysis answer includes a link that opens the same portfolio on Backtes.to.

Example prompts

"Search VWCE and analyze a 70/30 with AGGH — Compound Return, volatility, max loss, and the correlation matrix."

"I'm 35, have €200k, save €1,500/month, and want to retire in 2041 on €2,500/month — does it last?"

Limitations

  • The connector returns metrics and links only, never raw or daily price series.
  • Analysis follows the same monthly, end-of-month engine as the site — see How the engine works.
  • Analyse calls are rate-limited; heavy back-to-back requests may be throttled.