Deterministic US equity-compensation tax optimizer. Six tools cover ISO/AMT exercise scheduling, NSO sell-vs-hold, RSU vest-and-sell, single-stock concentration, protective put / zero-cost collar pricing, and Section 1202 QSBS qualification. Federal plus 50-state plus DC tax math.
39 tax tools for US individual taxpayers — federal/state tax calculations, credits, deductions, retirement strategies, audit risk, and tax planning. All calculations run locally, no data leaves the machine. Supports TY2024 and TY2025 (One Big Beautiful Bill Act).
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.
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.
A thin MCP bridge that connects any MCP client to the Numeratica financial-planning API — retirement Monte Carlo, taxes, RMDs, Social Security, Roth conversions, and more.
Provides 77 deterministic financial calculators, live market data, and a meta-advisor that chains tools into prioritized plans from plain-language descriptions.
