This tool runs on Claude — Anthropic's AI. You'll need a free Anthropic API key to power it. Takes about 2 minutes to set up and costs just a few cents per conversation.
Stays in your browser. Sent only to Anthropic's API. We don't run a server, so we couldn't peek even if we wanted to.
The Team would rather be out on Victor's yacht "Capital Gains" than doing paperwork. So we made this short enough to actually read.
An AI-powered conversation about your finances — educational, not regulated advice. The advisors are characters, not licensed humans. For decisions that matter (taxes, estate planning, large transactions), see a real advisor in your jurisdiction.
Straight from your browser to Anthropic's API and back. Nothing passes through any server we run, because we don't run one. Anthropic holds API messages up to 7 days for trust & safety review, then deletes them, and doesn't use them to train their models.
The team doesn't need your Social Security number, full account numbers, or login credentials. Ranges and approximations work great. We've added a heads-up that'll warn you if a message looks like it contains anything sensitive before it sends.
Your conversation won't be saved between visits when this is on.
Your message looks like it might contain a sensitive identifier — like a full account number or Social Security number. The team doesn't need this to help you.
You can revise to remove or partial-redact it (last 4 digits is plenty), or send anyway if you've reviewed it.
Documents, screenshots, listings — whatever you've got. The more context, the sharper the guidance.
Sent to Anthropic's API like any other message. Not stored on any server.
Common things to watch for:
When in doubt, crop the top of the page. Prices, specs, and balances are what the team needs — not your personal identifiers.
Downloads your conversation as a readable text file — your copy to keep, regardless of what happens to this browser.
Use Export & clear to save the file, then come back anytime and click "Resume from exported file" on the landing page to pick up where you left off. Victor will read the transcript and get back up to speed.
Note: re-uploading a file gives Victor the context of your prior conversation — it's not a pixel-perfect replay, but he'll know your situation and you won't be starting from scratch.
This clears your conversation, saved profile, and API key from this browser. The team will be standing by, but you'll start fresh.
A short summary of what the team has learned about you — saved in your browser only. Think of it like a sticky note on your own device: the team reads it at the start of each visit so you don't have to repeat yourself. Nobody else can see it, and it never leaves your computer or phone.
Clearing your profile deletes that sticky note permanently — the team will start fresh next time and won't remember anything about you until you save again.
An AI-powered financial education and planning tool. The advisors — Victor, Maya, Dan, Ruth, Jake, Priya — are AI personas, not licensed humans. Their guidance is grounded in widely-accepted financial principles, but it's educational only, not regulated financial, tax, or legal advice. No advisor-client or fiduciary relationship is created by using this tool.
Every message goes from your browser directly to Anthropic's API to generate a response. Nothing passes through any server we operate, because we don't have one.
Anthropic's policies may change; this app reflects what was current at build time. See Anthropic's privacy documentation for the latest.
Don't share Social Security or national ID numbers, full account numbers, full credit card numbers, routing numbers, login credentials, or anything that could be used to access your accounts. The team doesn't need any of this to help you.