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?
Nice job setting all this up. I've also done quite a bit like this directly on Claude.
The core things Nino adds are:
1. Automatic data ingestion. Connections to your financial accounts keep everything current without you maintaining the pipeline. This also lets Nino surface insights proactively.
2. Licensed humans in the loop. CFPs and CPAs review the AI's work, which could be especially critical for consequential decisions and filings. Working with them is low friction because they have direct access to the customer's data and interactions with agents.
3. It's built for you, so you don't need to do the work.
Over time we're building deterministic engines for financial planning and tax calc underneath the AI layer, since these aspects need to work 100% of the time.
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?
Nice job setting all this up. I've also done quite a bit like this directly on Claude.
The core things Nino adds are:
1. Automatic data ingestion. Connections to your financial accounts keep everything current without you maintaining the pipeline. This also lets Nino surface insights proactively.
2. Licensed humans in the loop. CFPs and CPAs review the AI's work, which could be especially critical for consequential decisions and filings. Working with them is low friction because they have direct access to the customer's data and interactions with agents.
3. It's built for you, so you don't need to do the work.
Over time we're building deterministic engines for financial planning and tax calc underneath the AI layer, since these aspects need to work 100% of the time.
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