I built a retirement modeler in Claude and figured I'd share it in case anyone wants to mess around with it. It should be pretty self-explanatory, but if something doesn't make sense or you have questions, I'll answer them if I see them.

Just open the link in your own Claude account and make a copy. From there you can change anything you want or add features if you think of something useful.

I'm thinking about adding support for different retirement account types, some tax modeling, and maybe a tab that looks up state tax rates so you can compare what retiring in different places might save or cost you. I mostly built it because I like running different "what if" scenarios. It's definitely not a replacement for a financial planner or any retirement software you're already using—just another tool to play with and see how different decisions affect the numbers.

Claude link to modeler

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Posted by mfabache

Member since Jan 2022

91 posts

Posted on 7/9/26 at 9:18 am to way_south

nice job. Current portfolio needs to allow for higher values. I like the Monte Carlo. How'd you learn to do this? Great effort!

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Posted by way_south

Member since Jul 2017

958 posts

Posted on 7/9/26 at 9:28 am to mfabache

quote:
How'd you learn to do this?

Someone posted a very basic one that I came across on reddit and I have been just telling Claude AI what i wanted added and how i wanted it displayed. You might be able to adjust the retirement values in your own Claude account to suit your needs. I considered adding a pension slider, but that doesn't apply to me so I haven't.

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