Does it support US Social Security analysis?

Yes, it includes specialized tools for estimating Primary Insurance Amounts (PIA), comparing claiming ages, and calculating total lifetime benefits.

How does FinPlan handle large datasets?

It uses a file-based response system where large time-series data is written to a file server, returning URLs and summaries to keep the AI context window efficient.

Is my financial state saved between sessions?

Yes, FinPlan uses specific slash commands like /save-state to persist your profile, accounts, and goals to a local JSON file for continuity.

Does FinPlan require direct Python access?

No, all FinPlan capabilities are accessed through secure MCP tools, avoiding the need for local Python environments or CLI execution.

Can it model different market conditions?

Yes, the engine uses Monte Carlo simulations and custom return/volatility assumptions to project a range of possible financial outcomes rather than a single fixed result.

FinPlan Personal Finance Engine

Name: FinPlan Personal Finance Engine
Author: bestdan

bybestdan

0•

数据科学与机器学习

Models and projects personal financial outcomes using advanced Monte Carlo simulations, US tax laws, and goal-based planning through MCP tools.

FinPlan is a comprehensive personal finance projection engine designed to help users navigate complex financial decisions through data-driven modeling. It integrates deep expertise in US tax law, Social Security benefits, and investment analysis to provide realistic wealth projections across various economic scenarios. By leveraging Monte Carlo uncertainty modeling and a robust state management system, it enables users to track retirement readiness, optimize mortgage strategies, and visualize financial goals through interactive dashboards and charts without overwhelming the AI context window.

主要功能

01Advanced Monte Carlo simulations for retirement and wealth projections.

020 GitHub stars

03Detailed US tax law modeling for income, capital gains, and RMDs.

04Persistent goal tracking and multi-scenario comparison tools.

05Social Security optimization and claiming strategy analysis.

06Interactive financial dashboards with Chart.js visualization.

使用场景

01Determining retirement readiness and safe withdrawal rates under various market conditions.

02Analyzing Social Security claiming ages to maximize lifetime benefits.

03Comparing mortgage amortization schedules and 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