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Recipes

A recipe shows how to approximate something FinZot has no feature for, using features it does have. Recipes are written so the Claude connector can build them for you, and some rely on inputs the app does not expose.

  • Annuities — FinZot has no annuity feature. How to build a fixed or variable payout from an expense, an income stream, and a formula.
  • Custom Pension Rules — A pension for a plan not in the catalog can carry its own full rules. The app cannot enter them, so this is a connector-only feature.
  • Spending guardrails — FinZot has no guardrail feature. How to cut discretionary spending when the trailing real return is poor, or the portfolio is in drawdown, from flexible expenses, a spending policy, and a formula. Also where the 4% rule, VPW, and Guyton-Klinger land.