Mollusc
Mollusc is an agentic financial advisor for people with complex financial lives: RSUs, cost basis, mortgages, taxes, retirement accounts, and long-term planning decisions.
Core trick
A long-lived agent loop calls tax-lot, scenario, and retirement-account tools to build a planning report from a user's equity holdings.
Description
Mollusc is an agentic financial advisor for people with complex financial lives: RSUs, cost basis, mortgages, taxes, retirement accounts, and long-term planning decisions.
The demo follows Mira, a Bay Area engineer with concentrated NVIDIA wealth. Claude dynamically organizes her welcome page around what matters most, surfaces proactive planning items, and launches focused deep dives like an RSU sell-down strategy. Behind the scenes, a long-lived agent loop uses financial tools, scenarios, tax lots, public research, and rich report generation.
The linked repo returns 404, so it was deleted or made private.