Provides AI assistants with access to 30+ validated financial independence calculation functions, eliminating hallucinations by ensuring accurate calculations for retirement planning, CoastFI, investment returns, and other FI metrics.
Enables AI assistants to access and manage personal financial data from US institutions and manual entries, including transactions, balances, liabilities, and investments.
Enables AI assistants to perform multi-stage residual income projections, discounting, and enterprise value bridging analysis using standardized financial data inputs.
Provides AI agents with direct access to SEC filing intelligence, company fundamentals, dilution risk scoring, and cross-company analytics for financial research.
