RetirePlan Review 2026 — Best Finance & Trading AI for US

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Finance & Trading AI Insurance AI ipad view in mac

About this Tool

RetirePlan

for iPhone
* [ iPhone ](https://apps.apple.com/us/app/retireplan/<https:/apps.apple.com/us/iphone/today>)
* [ iPad ]

Download RetirePlan by Keltin Enterprises on the App Store. See screenshots, ratings and reviews, user tips, and more apps like RetirePlan.

Pros & Cons

✓ Pros

✓Purpose-built for investing & portfolio
✓Straightforward subscription pricing

✗ Cons

✗No free plan — paid tiers only
✗No native Android app

Key Features

📱

[ iPhone ](https://apps.apple.com/us/app/retireplan/)

📱

[ iPad ](https://apps.apple.com/us/app/retireplan/)

📱

[ Mac ](https://apps.apple.com/us/app/retireplan/)

📱

[ Watch ](https://apps.apple.com/us/app/retireplan/)

📱

[ TV ](https://apps.apple.com/us/app/retireplan/)

📱

[ Today](https://apps.apple.com/us/app/retireplan/)

📱

[ Games](https://apps.apple.com/us/app/retireplan/)

📱

[ Apps](https://apps.apple.com/us/app/retireplan/)

📱

[ Arcade](https://apps.apple.com/us/app/retireplan/)

📱

[122 Ratings 4.3 ](https://apps.apple.com/us/app/retireplan/)

📋 Scripts & Prompts for RetirePlan +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

📄 Template

Give a Bot a Fish

Advanced ⏱ 10 min

The “give a bot a fish” bucket is for scenarios when you can explicitly give the bot, in the hidden…

🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for RetirePlan +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌

osaurus

Intermediate ⭐ 4,448 📱 Claude Desktop, Cursor, Continue.dev

Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.

GitHub

🔌

Plaid MCP Server

Medium 📱 macos, linux, windows

MCP server exposing Plaid banking and financial-account APIs.

🔓 Sign Up Free to Install

🔌

Brex MCP Server

Medium 📱 macos, linux, windows

MCP for Brex corporate cards and expense data.

🔓 Sign Up Free to Install

🔌

Alpaca MCP Server

Medium 📱 macos, linux, windows

MCP for Alpaca brokerage trading and market data.

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for RetirePlan +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE

Claude Code Financial Analyst Skill

▶ On-demand

Claude Code skill that ingests SEC filings, parses MD&A and risk factors, and outputs a structured valuation memo with DCF, comparable multiples, and key ratios.

https://github.com/anthropics/claude-cookbook

⬇ Import Agent Docs

🤖 CREWAI

CrewAI Portfolio Rebalancer Crew

⏰ Scheduled

CrewAI workflow with three agents collaborating to scan a brokerage account, identify rebalancing opportunities respecting wash-sale rules, and produce an execution-ready trade list.

https://github.com/crewAIInc/crewAI-examples

🔓 Sign Up Free to Import

🔗 LANGCHAIN

LangChain Earnings-Call Analyzer

⚡ Event

LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.

https://github.com/langchain-ai/langchain

🔓 Sign Up Free to Import

🤖 CLAUDE CODE

Claude Skill: Personal CFO

⏰ Scheduled

Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.

https://github.com/anthropics/claude-cookbook

🔓 Sign Up Free to Import

🤖 Browse All AI Agents →