How does FinPlan handle large financial datasets?

FinPlan uses a file-based response system that writes large time-series data to external files, providing Claude with summaries and URLs to maintain context window efficiency while allowing for detailed analysis via jq queries.

Can FinPlan account for US tax laws?

Yes, the engine includes specific logic for US federal income tax, capital gains, and Required Minimum Distributions (RMDs) to provide accurate after-tax projections.

Is my financial data persisted between sessions?

Yes, FinPlan manages state locally. You can save and read your financial profile, accounts, and goals using specialized slash commands like /finplan:save-state and /finplan:read-state.

Does FinPlan help with Social Security planning?

It provides specialized tools to estimate benefits, compare different claiming ages, and calculate breakeven points to maximize lifetime benefit strategies.

FinPlan Financial Projection Engine

Name: FinPlan Financial Projection Engine
Author: bestdan

bybestdan

0•

データサイエンスとML

Models long-term financial outcomes and retirement scenarios using Monte Carlo simulations and tax-aware calculations.

FinPlan is a sophisticated financial modeling engine that transforms Claude into a high-fidelity personal finance assistant. It enables complex projections for retirement, home buying, and goal tracking by strictly accounting for US tax code, Social Security claiming strategies, and market volatility through Monte Carlo simulations. By utilizing Model Context Protocol (MCP) tools and local state persistence, FinPlan allows for deep 'what-if' analysis and interactive dashboard generation without overloading the AI's context window with raw time-series data.

主な機能

01Monte Carlo uncertainty modeling for probabilistic financial projections

02US tax law integration covering federal income and capital gains

03Comprehensive Social Security optimization and benefit estimation

04Interactive financial dashboards with Chart.js fan charts and breakdowns

05Persistent local state management for profiles, accounts, and goals

060 GitHub stars

ユースケース

01Evaluating retirement readiness and sustainable withdrawal strategies

02Comparing mortgage amortization scenarios and housing affordability

03Strategizing tax-efficient account management and RMD compliance

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add bestdan/finplan-plugin finplan

For use in Claude.ai and ChatGPT