LongSpan

LongSpan is a long-range financial planner for households in the US. You enter your people, income, spending, accounts, property and assumptions once, or connect your banks, and LongSpan forecasts your finances year by year to the end of your plan, with a Monte Carlo range beside it: the same plan run through 500 sequences of past market years.

This connector brings that plan into Claude. Claude can read the plan and its forecast, explain any year line by line, and try what-ifs side by side without saving anything: buying a house, a new job, a sabbatical, retiring earlier, paying down a loan, or lower market returns. It can also help you set up or update the plan by asking what it needs one question at a time.

You decide what Claude may do. A new connection reads and tries changes only. You can let it save scenarios, or change the plan itself, from Settings, Assistants in LongSpan, where every request it made is listed with what it changed, and most changes can be undone.

LongSpan never moves money, places trades or reaches your bank from a tool call. Its figures are projections under your own assumptions, not advice, and every forecast says so. Requires a LongSpan account.