Enables comprehensive financial analysis including structured products, portfolio optimization, risk analytics, and backtesting through Claude Desktop integration.
Provides quantitative analytics and statistical inference for financial data, including Monte Carlo DCF valuation, risk metrics, and trend regression diagnostics, enabling natural language-driven financial analysis via Claude Desktop.
Loan officer assistant that uses Claude AI and Plaid banking API to assess loan applicants by pulling financial data and returning structured eligibility verdicts.
AI-powered personal finance analysis through Claude AI using Plaid integration, enabling natural language queries about transactions, subscriptions, budgets, and spending trends.
Provides 32 trading analysis tools for AI-powered market analysis, including real-time data, technical indicators, options Greeks, scanners, and Interactive Brokers portfolio management, all accessible via natural language in Claude Desktop.
Provides live commercial real estate data (rates, demographics) and analysis tools (DCF, rent roll parsing, lease abstraction, IC memo generation) within Claude Desktop.