Provides 77 deterministic financial calculators, live market data, and a meta-advisor that chains tools into prioritized plans from plain-language descriptions.
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.
Exposes portfolio allocation, concentration risk, retirement projections, RAG document search, and a full multi-agent financial advisor query as MCP tools for use from Claude Code.
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.