I just recently had Claude leverage a community ran Monarch MCP which has essentially all of my transactions/wealth information. Had it create a bunch of forecasting tools and routines to update me of budget progress, time horizons on certain goals, hypotheticals and their impact on the budget. It’s been awesome. It’s also been very knowledgeable on the US tax code and my specific situation (kids, house, etc). Had it consume my W2s, options grants, etc.
I have it all backed up in Git, so as things evolve, there’s a paper trail and context.
All of this is to say, what does Nino provide beyond someone setting up something similar to what I did?
I have it all backed up in Git, so as things evolve, there’s a paper trail and context.
All of this is to say, what does Nino provide beyond someone setting up something similar to what I did?