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 in LongSpan, and LongSpan forecasts your finances year by year to the end of your plan, with federal and state tax and a market range beside it: the same plan run through 500 sequences of past market years.

This plugin brings that plan into ChatGPT. ChatGPT can read your 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 your plan, asking what it needs a few questions at a time.

You decide what ChatGPT 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, and never asks for account numbers or passwords. Its figures are projections under your own assumptions, not advice, and every forecast says so. For US households with a LongSpan account.