Compare investment funds beyond the headline fee.
What it does
Compares investment vehicles to help users choose funds based on costs, tax efficiency, trading differences, and customization.
When to use it
Use for questions about choosing investment funds, comparing share classes, fund expenses, tax efficiency, tracking error, and compounded fee costs.
How to use it
Give it a fund-selection or comparison question; it explains the relevant costs, taxes, and vehicle differences.
Latest review
What you need · 2
The bundled analysis script requires Python 3.11 or newer.
The documented script-running command uses uv, which automatically resolves the script's numpy dependency.
Access · 1
This skill
numpy
Execute
Installs numpy for fund calculations