Nino × planfi
View member analytics →Live · planfi engine

Your headline numbers,
computed by planfi, rates by RateAPI.

Every figure below is a live response from the planfi engine — called this request with the exact scenarios on usenino.com, for a Nino-class household. The AI proposes, the engine confirms. No hallucinations.

Household: $2.85M net worth · Series-B founder · $1.2M ISOs 106 tools live · REST + MCP Auth: Nino Finance, Inc. key
RateAPI coverage
25,973
rates tracked
2,976
institutions
7
product types
live
refreshed continuously
Observed over the last 14 days · mortgage · auto · HELOC · personal · credit card · savings/CDs
Scenario modeling RateAPIplanfianalyze_rent_vs_buy
"Can I afford this $650K house?"
Yes — buy
At 6.20% — the best of 5 live CA lender offers from RateAPI ($3,186/mo on $520K) — buying ends $698,220 ahead of renting at 30 years (real $). Owning beats renting from year 5 onward. Rates as of 2026-06-23.
Buy advantage @ 10 yrs+$128,623
@ 20 yrs+$342,794
@ 30 yrs+$698,220
Break-even appreciation (after-tax)-7.4% / yr
Mortgage payoffYear 30
see the call
# 1 · RateAPI — today's best CA 30-yr fixed
curl -X POST https://api.rateapi.dev/v1/decisions \
  -H "x-api-key: rk_…" -H "Content-Type: application/json" \
  -d '{"decision_type":"financing","context":{"geo":{"state":"CA"}},"borrower":{"credit_score":760},"product_request":{"product_type":"mortgage","intent":"purchase","amount":520000,"term_years":30}}'

# 2 · planfi — affordability at that rate
curl -X POST https://api.planfi.app/v1/tools/analyze_rent_vs_buy \
  -H "Authorization: Bearer pft_…" -H "Content-Type: application/json" \
  -d '{"purchase_price":650000,"down_payment_percent":0.2,"mortgage_rate":0.0620,"monthly_rent":4000,"magi":450000,"filing_status":"single"}'

→ rate 6.20% → BUY ahead $698,220 at 30y
Live engine · §121 + NIIT modeled · real dollars
Retirement projectionplanfirun_backtesting
"Will my plan survive every market in history?"
98%
success across 100 rolling Shiller windows (1871–present) — Depression, '70s stagflation, dot-com, 2008. This is your "98% end above target."
Portfolio · spend$2.85M · $114K/yr (4%)
Median portfolio longevity38 yrs
Worst historical window24.3 yrs
Failure rate2%
see the call
curl -X POST https://api.planfi.app/v1/tools/run_backtesting \
  -H "Authorization: Bearer pft_…" -H "Content-Type: application/json" \
  -d '{"portfolio_value":2850000,"annual_spend":114000,"current_age":52,"life_expectancy":90}'

→ success_rate_pct: 98
Reproduces usenino.com's marketed headline, exactly
Equity comp · foundersplanfianalyze_iso_amt_crossover
"How many ISOs can I exercise AMT-free?"
~2,851 sh
Exercise-and-hold up to a $34,214 bargain element this year with $0 extra AMT. Past that, AMT climbs the curve below.
$34K spread$0 AMT
$67K spread$8,552
$134K spread$26,714
see the call
curl -X POST https://api.planfi.app/v1/tools/analyze_iso_amt_crossover \
  -H "Authorization: Bearer pft_…" -H "Content-Type: application/json" \
  -d '{"ordinary_taxable_income":220000,"filing_status":"single","per_share_bargain":12}'

→ crossover $34,214 · ~2851 shares AMT-free
Bisection goal-seek · 2026 AMT exemption + phaseout
Year-round taxplanfianalyze_tax_loss_harvesting
"Turn my GOOG losses into tax savings."
$4,676
saved by harvesting a $22,000 GOOG loss against realized gains — federal benefit $3,988 + NIIT $688. Wash-sale window checked.
Harvestable loss$22,000
Applied to LT gains$22,000
Wash-sale violationsNone
Carryforward$0
see the call
curl -X POST https://api.planfi.app/v1/tools/analyze_tax_loss_harvesting \
  -H "Authorization: Bearer pft_…" -H "Content-Type: application/json" \
  -d '{"ordinary_taxable_income":220000,"filing_status":"single","realized_lt_gains":40000,"lots":[{"symbol":"GOOG","cost_basis":60000,"market_value":38000,"term":"long"}]}'

→ tax_benefit $3,988 + NIIT $688
Lot-level · §1091 wash-sale · §1211/§1212 netting
Auto financingRateAPI/v1/decisions
"Best rate on a $45K auto loan?"
3.99%
top of several live CA credit-union offers — $215/mo on $45K / 60 mo. Real ranked offers, not an average.
APR (best offer)3.99%
Offer range across lenders3.99–5.39%
Recommended actionshop providers
see the call
curl -X POST https://api.rateapi.dev/v1/decisions \
  -H "x-api-key: rk_…" -H "Content-Type: application/json" \
  -d '{"decision_type":"financing","context":{"geo":{"state":"CA"}},"borrower":{"credit_score":760},"product_request":{"product_type":"auto_loan","intent":"purchase","amount":45000,"term_years":5}}'

→ best 3.99% · 0 ranked offers
Live RateAPI · CA credit unions · as of n/a
Home equityRateAPI/v1/decisions
"What does a $150K HELOC on my home cost?"
7.75%
on the household's $1.2M in home equity — top of 1 live CA offers, ~$1,075/mo. Often a promotional intro rate — verify ongoing terms.
APR (best offer)7.75%
Offer range across lenders7.75–7.75%
Recommended actionshop providers
see the call
curl -X POST https://api.rateapi.dev/v1/decisions \
  -H "x-api-key: rk_…" -H "Content-Type: application/json" \
  -d '{"decision_type":"financing","context":{"geo":{"state":"CA"}},"borrower":{"credit_score":760},"product_request":{"product_type":"heloc","intent":"purchase","amount":150000,"term_years":10}}'

→ best 7.75% · 1 ranked offers
Live RateAPI · CA credit unions · as of 2026-06-23
Proactive tax alertplanfianalyze_mega_backdoor_roth
Charlie, CPA · just now
Your income caps Roth, not the backdoor. Fund it before you file for tax-free growth.
planfi confirms it: at $340K MAGI the direct Roth IRA is phased out, so a backdoor + mega-backdoor unlocks $43,200/yr of new Roth space — with no pro-rata trap.
$43,200/yr Roth space
After-tax 401(k) — mega backdoor$35,700
Nondeductible IRA — backdoor$7,500
Direct Roth IRAIneligible
Pro-rata tax trapNone
see the call
curl -X POST https://api.planfi.app/v1/tools/analyze_mega_backdoor_roth \
  -H "Authorization: Bearer pft_…" -H "Content-Type: application/json" \
  -d '{"age":38,"annual_salary":320000,"employee_401k_contribution":23500,"employer_match_formula":"100_4","magi":340000,"filing_status":"single"}'

→ after_tax_401k_space $35,700 · needs_backdoor_roth: true
IRC §415(c) limit · Roth phaseout · pro-rata rule — their alert, quantified
Member analytics · included

See exactly how every member uses Nino.

planfi doesn't just run the math and serve the rates — it reports on all of it. Per-member usage analytics come built in: know which tools drive engagement, who your power users are, and where to invest — from a single endpoint, with zero data pipeline to build.

Tool calls · last 6 months
17,965
This month
5,230
Active members
493
Via AI agent
70%

Engagement over time from=2026-01&to=2026-06

Where members work group_by=surface

Most-used tools group_by=tool

Your power users group_by=user

Powered by GET /v1/account/usage · pass X-Planfi-User-Id to attribute every call · illustrative data

100+ more tools in the planfi engine

The five live cards above are a slice. Here are others that map straight onto Nino's pillars — every one is a single API/MCP call. Click any to see its live schema.

Browse all 106 tools →

The deterministic engine under your AI advisor.

Frame/Nino's bar is "every insight validated, zero critical hallucinations." planfi is the calculation substrate that clears that bar — 106 tax, retirement, equity, and real-estate tools your agents call instead of guess. We're the math behind your tools, the rates your members see, and the reporting on how they use it all. You keep the agent, the advisor, the UX.

Every tile here is one API call your team doesn't build or maintain — tax law changes every year, rates change every day. Buy the engine; ship the product.