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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.

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stoudji

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