Connect Claude to a real financial planning engine
Claude, Anthropic's AI assistant, builds and changes your plan from a chat, and answers with numbers from FinZot's planning engine.
Free for a limited time with a FinZot account. No card needed.
I'm worried about sequence of returns risk. Use FinZot to look at what happens in the worst Monte Carlo trials.
- Import plan
- Run projection
- Query results
I analyzed the four worst Monte Carlo trials and here is what I found. The market drop isn't the only factor. All four run through years of high inflation, and your pensions' 2% adjustment doesn't compound, so...
When a change looks right, tell Claude to publish it and then you can view it in the app. FinZot is a modeling tool, not financial advice.
What Claude can do with FinZot
Connect Claude, Anthropic's AI assistant, and work on your plan in plain English.
- Start from nothing: describe your situation and Claude builds you a plan
- Update your plan: add accounts, change assumptions, build scenarios
- Ask Claude to analyze your plan: run projections, dig into results, find better Roth strategies
- Results in more detail than any chart: every year, account, tax line, and Monte Carlo trial in full
The engine behind Claude's numbers
Claude does the talking. FinZot does the math.
- Federal tax down to the lot: capital gains stacked on ordinary income, AMT, NIIT, and carryforwards
- Income tax for 41 states and DC, each with its own retirement income rules
- ACA premium credits for the years before Medicare, and IRMAA after
- Roth conversions filled to a tax bracket, IRMAA tier, or ACA threshold, plus an optimizer
- SEPP 72(t) withdrawals for reaching retirement accounts before 59½
- Monte Carlo with a thousand trials from real market history
Set it up in about five minutes
You'll also need Claude. A paid Claude plan gets the most out of FinZot.
- Add FinZot to Claude. The button below opens FinZot's listing in Claude's connector directory. Click Add to Claude.
- Create a free FinZot account. Claude sends you to FinZot. Sign up with a code we email you. No card needed.
- Allow access. FinZot lists what Claude will be able to do. Click Allow and you're back in Claude.
- Start a chat. Open a new chat and start with “Use FinZot to create a new plan.” Then describe your situation.
Free for a limited time with a FinZot account. No card needed.
Already have a FinZot account? Sign in when Claude sends you to FinZot. Trouble connecting? Troubleshooting. Already connected? Get the most out of it.