DeepVest

DeepVest gives Claude a full quantitative finance toolkit. It covers equity research, portfolio construction, options, fixed income, and personal tax and retirement planning, so analysts and individual investors can get rigorous, numbers-backed answers in conversation. Research and valuation: Pull fundamentals, earnings, dividend history, and news. Analyze SEC financial statements, and track changes in filing language over time. Screen stocks, run technical analysis, and build DCF, dividend discount, WACC, and DuPont models, including DCF sensitivity tables. Portfolios and backtesting: Optimize allocations, and compare portfolios on risk and return. Measure correlations, fund holdings overlap, and look-through exposure across ETFs. Backtest trading strategies, earnings events, macro-conditional scenarios, and options hedges. Rolling-period statistics and Monte Carlo simulation show the range of outcomes. Options and fixed income: Pull and screen options chains, and price options with Black-Scholes, binomial, and Monte Carlo models. Solve for implied volatility, and analyze multi-leg strategies. Value bonds, swaps, and z-spreads, and estimate the duration of bond ETFs. Tax and retirement planning: Estimate capital gains and AMT, optimize which tax lots to sell, and model Roth conversions, charitable deductions, and IRMAA surcharges. Project retirement income and RMD schedules, and model Social Security timing, withdrawal guardrails, and income-sourcing order. Everyday finance: Mortgage, HELOC, and annuity calculators, plus a borrow-versus-sell breakeven analysis. All calculations run on transparent models, so Claude can show its work.