AI-powered personal finance skill — 75 tools across 7 extensions for banking (Plaid), trading (Alpaca), portfolio monitoring (IBKR), tax optimization, market intelligence, and social sentiment. Built for the Agent Skills Protocol, works with 40+ AI agents.

WealthStack — Open-source AI wealth management plugin for Indian investors. PMS/AIF analysis, NRI tax planning, family office advisory, goal-based SIPs. Works with Claude Code.

Self-hosted personal financial intelligence system — investments, expenses, and tax strategy in one dashboard. Replaces Koinly, Mint, and Empower.

Equity comp tax (ISO/NSO/RSU/QSBS), concentration, and hedging optimizer. MCP server + REST API with federal + 50-state + DC tax code, multi-year horizons.

AI-driven financial planning platform for the Indian market — corpus projection, tax optimization (Old/New regime), LTCG harvesting, and Gemini AI advisor.

AI Tax Optimization Engine - RAG-powered deduction discovery using IRC code analysis

AI-powered financial decision tool for complex Canadian tax scenarios.

AI-powered FD portfolio optimizer using PSO algorithm and 2 autonomous agents to maximize post-tax returns across 5 partner banks with 100% DICGC coverage.

529 vs taxable brokerage after-tax tradeoff engine — deterministic, Monte Carlo, and sensitivity analysis for education savings decisions

Free, open-source Claude Code Agent Skills for personal finance — FIRE planning, rent-vs-buy, tax optimization & gain-harvesting, equity comp, retirement income (pensions/annuities, bond ladders), debt & student loans, relocation, and self-employed/business-owner planning. Powered by the public planfi MCP (no auth). Not financial advice.

A comprehensive single-page web application for optimizing retirement portfolio withdrawals, Roth conversions, and tax strategies

Tax-efficient withdrawal strategist for retirement planning. Optimizes for 401(k), Roth, and Brokerage accounts

Build AI-powered financial plans, tax optimization, and long-term wealth projections for Indian users in a zero-backend web app

Build AI-powered wealth management for Indian investors with PMS, AIF, tax planning, compliance, and research from your terminal