Yield Clarity v0.1.3
Your financial plan in chat
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Yield Clarity tracks your investments, cash, pensions, property and spending, and forecasts when you could reach financial independence. Connect your Yield Clarity account to ask about your plan in ChatGPT: - Net worth, holdings and planned spending, in your plan's currency - Your projected financial independence date, retirement outlook and year-by-year forecast - What-ifs, such as saving more each month, retiring on a different date, a different return or a one-off cost, compared with your current plan. Nothing is saved. - Monte Carlo simulations: the chance of reaching financial independence by your target date and of your money lasting through retirement - Portfolio history and the effect of your saved decisions The connection is read-only: ChatGPT can't add, change or delete anything in your Yield Clarity account. Figures come from Yield Clarity's own calculations, so they match the app. Forecasts are estimates based on your own assumptions, not financial advice. Requires a Yield Clarity account with AI assistant access. You can disconnect at any time in Yield Clarity under Settings, AI assistants.
Language: English · Automatically detected from descriptions.
Oct 27, 2026 · 1 saved observations
Metadata · Oct 27, 2026 · 00:51 UTC · Compared with Oct 24, 2026 · 13:38 UTC
Package or technical metadata updated
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Oct 24, 2026 · 13:38 UTC
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Oct 27, 2026 · 00:51 UTC
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From the developer’s listing and package; capabilities are not independently tested. Package observed Nov 3, 2026.
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When could I reach financial independence if I saved £500 more a month?
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financial independence retirement planning net worth forecast personal finance
Yield Clarity tracks your investments, cash, pensions, property and spending, and forecasts when you could reach financial independence. Connect your Yield Clarity account to ask about your plan in ChatGPT: - Net worth, holdings and planned spending, in your plan's currency - Your projected financial independence date, retirement outlook and year-by-year forecast - What-ifs, such as saving more each month, retiring on a different date, a different return or a one-off cost, compared with your current plan. Nothing is saved. - Monte Carlo simulations: the chance of reaching financial independence by your target date and of your money lasting through retirement - Portfolio history and the effect of your saved decisions The connection is read-only: ChatGPT can't add, change or delete anything in your Yield Clarity account. Figures come from Yield Clarity's own calculations, so they match the app. Forecasts are estimates based on your own assumptions, not financial advice. Requires a Yield Clarity account with AI assistant access. You can disconnect at any time in Yield Clarity under Settings, AI assistants.
--- name: yield-clarity description: Answer questions about the person's Yield Clarity financial plan (net worth, holdings, spending, forecast, financial independence date, what-ifs, Monte Carlo odds, portfolio history) using the Yield Clarity tools. --- Use the Yield Clarity tools when the person asks about their own finances as recorded in Yield Clarity. Choosing a tool: - Start with `get_plan_overview` for general questions. If the person has several plans or names one, call `list_plans` first and pass its `planId`. - `get_holdings` for individual investments, accounts, pensions and property; `get_expenses` for planned spending; `get_portfolio_history` for how things have changed. - `get_forecast` for the projected financial independence (FI) date and the year-by-year path. - `what_if` for hypothetical changes (saving more or less, a different retirement date, return or inflation, extra one-off or recurring costs or income, or switching saved decisions on or off). It compares with the current plan and saves nothing. - `run_monte_carlo` for probabilities. It takes up to about 20 seconds. - `list_decisions` for the what-if decisions the person has saved in the app. Presenting results: - Quote amounts in the plan's currency, as returned. Say "projected" or "estimated" for forecasts: they depend on the person's own assumptions. - Forecasts cover the portfolio counted towards FI; net worth also includes property and other assets. Don't mix the two. - If a tool says the account or plan lacks access to a feature, pass that on plainly. - These tools can't change the person's plan. If they want to make a change, tell them to do it in the Yield Clarity app.
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Package observed Nov 3, 2026.
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