Feed Right Capital the
Data It Craves
Right Capital's tax logic is powerful, but it requires precise data. Manually entering tickers, quantities, and purchase prices from a PDF is a non-starter.
Fin Pods AI solves the data entry bottleneck. We extract holdings from brokerage PDFs and generate the exact CSV format required by Right Capital's "Import" feature—cost basis included.
Grounded in Reality
A tax-efficient portfolio is only half the battle. Fin Pods ensures your cash flow and retirement income inputs are just as defensible as your investment data.
Asset Detection via Paystub
You can't model an asset you don't know exists. Fin Pods scans the "Deductions" section of the paystub.
If we see a line item for HSA Family or 401(k) Catchup, we find it. This tells you to create the corresponding asset account in Right Capital, ensuring your Net Worth statement is complete.
Dial In The True SS Amount
Right Capital asks for an annual benefit amount, but the SSA statement is monthly and often assumes working until 67.
Fin Pods integrates with an open-source projection tool. We extract the raw earnings string so you can run the numbers, getting the perfect annual figure to paste into the Retirement > Social Security card.
Reduce the Friction of Fact-Finding
Clients often upload documents but fail to provide the context needed for accurate projections. By using Fin Pods AI, you can liberate the data from PDFs and feed Right Capital the truth.
- Instant Investment CSVs with cost basis for tax planning.
- Paystub analysis to uncover hidden HSAs and 401(k)s.
- Raw earnings extraction for precise Social Security modeling.
Build Plans Based on Reality
Stop manually typing tickers or guessing on benefits. Let Auditable Intelligence handle the data extraction so you can focus on the advice.
*Fin Pods AI is an independent Public Benefit Corporation and is not affiliated with, endorsed by, or sponsored by RightCapital Inc. The trademark RightCapital® is the property of its respective owner. Fin Pods AI provides data extraction services that facilitate the manual entry of accurate data into third-party planning tools.