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    • A
      license
      -
      quality
      D
      maintenance
      Provides retirement planning computations for AI agents, including Monte Carlo simulations, tax burden modeling across all US states, Social Security claiming optimization, and cost-of-living comparisons.
      7
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    • A
      license
      -
      quality
      B
      maintenance
      Enables AI assistants to access and manage personal financial data from US institutions and manual entries, including transactions, balances, liabilities, and investments.
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    • A
      license
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      quality
      B
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      Enables AI assistants to analyze single-company concentration risk for tech workers with RSU compensation, providing risk scores, wealth-at-risk, and action items.
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    • F
      license
      -
      quality
      D
      maintenance
      Enables AI assistants to perform high-precision Price and Yield calculations for fixed income securities, including institutional risk metrics, using the industry-standard SSCMFI Bond Math Engine.
    • A
      license
      -
      quality
      A
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      Connects AI assistants to the NowCapital.ca retirement planning API for Canadian retirement simulations, enabling calculations of sustainable spending, tax-optimized projections, and Monte Carlo risk analysis.
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