get_expenses
ChatGPTThe plan's planned living costs: monthly and annual totals, totals by category, upcoming changes and each expense.
Finance
Overview
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.
Tools
get_forecast
ChatGPTThe plan's expected-path forecast: projected FI month, retirement outlook and a year-by-year path of the portfolio, contributions and withdrawals. Matches the Forecasts page in the app.
get_holdings
ChatGPTEvery investment, cash account, pension, property, other asset and connected broker account in a plan, with current values in the plan's currency.
get_plan_overview
ChatGPTNet worth and its breakdown, the portfolio counted towards financial independence (FI), the FI target and projected FI month, retirement outlook, monthly contributions and the plan's assumptions. Start here for most questions about a plan.
get_portfolio_history
ChatGPTMonth-by-month history of net worth, the portfolio counted towards FI, investments and cash, with contributions and investment returns over the period. Needs Plus or Pro on the plan owner's account.
list_decisions
ChatGPTThe plan's saved what-if decisions (e.g. 'Buy a bigger house?'), whether each is included in the forecast, its cash flows, and how including it changes the FI date.
list_plans
ChatGPTList the person's Yield Clarity plans (their own and ones shared with them), with each plan's id, currency and role. Call this first when the person has more than one plan or names a plan.
run_monte_carlo
ChatGPTSimulate thousands of market paths for the plan: the chance of reaching FI by the target date, the median FI month, and the chance the money lasts through retirement. Optionally compare with changes (not saved). Slower than other tools (up to ~20 seconds); needs Plus or Pro on the plan owner's account.
what_if
ChatGPTRecalculate the plan's forecast with changes, without saving anything, and compare with the current plan: e.g. contributing 500 more a month, retiring at a different date, a different return or inflation, flexible (guardrail) spending in retirement, a market crash (stress test), extra one-off or recurring costs and income, or switching saved decisions on or off. Returns the FI month before and after, the difference, and the portfolio after compareAfterYears years. Give at least one change.
get_expenses
Claudeget_forecast
Claudeget_holdings
Claudeget_plan_overview
Claudeget_portfolio_history
Claudelist_decisions
Claudelist_plans
Clauderun_monte_carlo
Claudewhat_if
ClaudeCapabilities
Read
Example Prompts
Click any prompt to copy it.
Links
App Stats
18
Tools
3
Prompts
ChatGPT, Claude
Platforms
Category
Money ManagementWorks with
ChatGPT
Claude
Data refreshed daily