How does FinPlan handle my private financial data?

FinPlan uses a local state persistence model. While calculations are performed via MCP tools, your specific financial profile, accounts, and goals are stored in a local JSON file on your machine and only loaded when needed.

Can I visualize the financial projections created by the skill?

Yes. FinPlan generates file-based responses that include URLs for interactive Chart.js visualizations and can produce a self-contained HTML dashboard via the /projection-dashboard command.

Does this skill account for inflation and market volatility?

Absolutely. The engine uses Monte Carlo simulations with configurable expected returns and annual volatility to project a range of probable outcomes rather than a single linear path.

Is it compatible with US tax laws?

Yes, the FinPlan engine specifically accounts for US tax law, including federal income tax brackets, capital gains, and Required Minimum Distributions (RMDs).

FinPlan Financial Projection Engine

Name: FinPlan Financial Projection Engine
Author: bestdan

bybestdan

0•

数据科学与机器学习

Models complex personal finance scenarios using Monte Carlo simulations, US tax logic, and goal-based projection tools.

FinPlan is a professional-grade personal finance engine designed for Claude Code that enables sophisticated financial modeling and retirement planning directly within your development environment. It provides a suite of MCP tools to perform Monte Carlo simulations, calculate US federal and capital gains taxes, estimate Social Security benefits, and manage amortized debt. By utilizing a local state persistence model and file-based data handling, FinPlan allows for deep financial analysis without overwhelming the LLM context window, making it an ideal companion for building long-term wealth strategies and visualizing fiscal outcomes through interactive dashboards.

主要功能

01Advanced Social Security analysis for claiming strategies and lifetime benefit optimization

02Comprehensive US tax law integration including federal income and capital gains

03Local state persistence for maintaining personal profiles, accounts, and goal progress

040 GitHub stars

05Monte Carlo projection engine for modeling financial uncertainty and success rates

06Visual reporting capabilities via Chart.js fan charts and account breakdown dashboards

使用场景

01Running 30-year retirement projections to determine probability of success under different market conditions

02Evaluating the long-term impact of various Social Security claiming ages and spousal benefit strategies

03Generating detailed mortgage amortization schedules and modeling the impact of extra principal payments

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add bestdan/finplan-plugin finplan

For use in Claude.ai and ChatGPT