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.
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 analyze single-company concentration risk for tech workers with RSU compensation, providing risk scores, wealth-at-risk, and action items.
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.
