tax-optimization

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.

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.

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.

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

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

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

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.

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

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

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.

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

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

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

Frec is a San Francisco fintech offering tax-aware, automated direct indexing for retail investors. Its products — Classic Direct Indexing, Long Short Direct Indexing, Diversify, Trade, Treasury cash management, and a Portfolio Line of Credit — replicate market indices with individual stocks while running automated tax-loss harvesting to minimize…

Wealthfront is an automated investment service offering REST APIs and integrations for portfolio management, financial planning, tax optimization, direct indexing, and cash account management. Founded in 2008 and headquartered in Palo Alto, California, Wealthfront manages approximately $95 billion in assets for over 1.4 million clients as of 2026.