Can I visualize my financial projections?

Yes, the skill can generate self-contained HTML dashboards and Chart.js specifications for fan charts, account breakdowns, and scenario comparisons.

Where is my financial data stored?

FinPlan uses client-side state persistence. Financial profiles, accounts, and goals are saved locally to a JSON file on your machine, ensuring privacy and continuity between sessions.

What happens if the MCP connection fails?

FinPlan includes a diagnostic command (/finplan:diagnose) that tests server reachability, authentication, and tool availability to help you troubleshoot connection issues.

Does FinPlan support US-specific tax calculations?

Yes, it includes specialized tools for modeling US federal income tax, capital gains, and after-tax projections based on current tax logic.

How does FinPlan handle large financial datasets?

FinPlan uses a file-based response system that writes full results to a file server, returning only URLs and summaries to Claude. This prevents large time-series data from overwhelming the LLM context window.

FinPlan Personal Finance Engine

Name: FinPlan Personal Finance Engine
Author: bestdan

bybestdan

0•

분석 및 모니터링

Executes professional-grade financial projections, retirement planning, and tax modeling through specialized MCP tools.

FinPlan is a specialized capability for Claude Code that transforms the AI into a sophisticated personal finance consultant. It utilizes a robust projection engine to model current financial states and project long-term outcomes using Monte Carlo simulations, US tax logic, and goal-priority algorithms. Whether you are calculating mortgage amortization, optimizing Social Security claiming strategies, or visualizing retirement scenarios with interactive charts, FinPlan provides a comprehensive suite of tools to build, save, and update a detailed financial roadmap while keeping large datasets out of your context window.

주요 기능

010 GitHub stars

02Social Security optimization including claiming ages and spousal benefits

03Interactive financial dashboards using Chart.js visualization

04Detailed US tax law modeling for federal income and capital gains

05Advanced Monte Carlo simulations for retirement and goal planning

06Local state persistence for managing accounts, goals, and profiles

사용 사례

01Modeling long-term retirement scenarios to determine optimal savings rates

02Optimizing Social Security benefits by comparing claiming ages and lifetime payouts

03Generating mortgage amortization schedules to analyze long-term interest costs

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add bestdan/finplan-plugin finplan

For use in Claude.ai and ChatGPT