FinZot

━━ FinZot ━━

A seriously detailed financial planning engine for US taxpayers.

━━ Getting Started ━━

▸▸ Once connected, tell Claude "Use FinZot to…":

• Use FinZot to walk me through creating a financial plan from scratch
• Use FinZot to figure out when I can retire and how much I can spend
• Use FinZot to optimize my Roth conversions, and build an artifact that explains my options
• Use FinZot to work out a drawdown strategy, account by account
• Use FinZot to update my account balances from the screenshots I attached and explain my progress
• Use FinZot to analyze in detail the worst failing Monte Carlo trials.

━━ Account ━━

During setup you will be guided to create a FinZot account. It's free and does not require a card. A free account includes enough tool calls to build a detailed plan and analyze it with Claude, and the paid Plus plan raises the limits.

━━ Ensuring Accuracy ━━

▸ AI is more likely to go off the rails when it does not have enough context for a given task.

FinZot keeps track of which documentation Claude has been given within every conversation. Claude can't change a part of your plan until it has read the docs for that part. For example, it can't configure an HSA until it has read the documentation on HSA or query the state tax results table until it has read the schema and documentation for the state tax table.

The FinZot engine gives Claude access to nearly 50 tables with 1,000 fields of results, so Claude can accurately explain where a number comes from without guessing.

━━ Tips ━━

• Use High or Extra High effort.
• Claude can pick up where an earlier conversation left off. Just say "Let's continue with the plan we last edited."

━━ Learn More Before Connecting ━━

Want to know if FinZot covers your situation? Ask Claude: "Read the FinZot docs at https:/finzot.com/reference/ and https://finzot.com/features and tell me whether FinZot can handle my state pension / backdoor Roth / RSU compensation / move to another state."