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Agent Team builds RetireePlan

A privacy-first, self-hosted Canadian retirement planning application. Model your entire financial life, run Monte Carlo simulations, and optimize your taxes — without sharing your data with anyone.

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Agent Team builds RetireePlan
Builder
Joe Regnier
Build Type
Other
Lifecycle
Working prototype
Consensus Score
81.8
Region
REGION 4
Seed
14
CATEGORIES
CodingPlanning / CoordinationData Analysis
Go Deeper
My build is a bit of a 2 part submission. Primary setup for the project overview, architecture, implementation plan, work breakdown, Canadian financial references was documented then enhanced with GitHub Copilot Assistant. Research and design was a collaboration personally and with Copilot Agent mode. After drafting details custom agents were introduced: Orchestrator agent is responsible for delegating all tasks, keeping tack of the task graph, primary handoffs. Entry point for all multi-step AI-driven work. Planner agent reviews the reference provided in the initial request as well as any context details given. Planner decomposes objectives into executable, dependency-aware task graphs. Selects the appropriate planning skill based on input type (story format vs open-ended) Architect - Makes structural decisions - module boundaries, data flow, API contracts, and schema design. Designer - Translates requirements into UI specifications. Coder - Implements code. Follows the plan, respects architectural decisions, writes inline tests. Tester - Validates code changes through comprehensive automated verification. Notably, the tester is not expected to write test code. I keep that to the coder to maintain clean separation of concern. Review Council - Multi-perspective quality gate (Standards, Security, Architecture, Testing, Performance, Visual). Deliberates, evaluates, and arrives at quorum consensus. If approved, reports back to orchestrator to commit task and dispatch reporter. If changes requested, requests orchestrator re-dispatch coder with findings. Reporter - Generates documentation, status reports, MR descriptions, and progress summaries. Agents are allowed to consult each other but otherwise avoid handoffs in favour of reporting back to the orchestrator. Agents loop delivered significant initial draft of the system. Improvements were made and last mile completed between myself and AI. RetireePlan is aimed at making DIY retirement planning accessible to anyone that wants to figure it out on their own. I built the project primarily for myself. I am interested in learning more about retirement and estate planning. I like to DIY. This project allows me to explore at my own pace and with my own style. I wanted to share that with anyone that could make use or improve on it.
Stack Used
Agent Team - GitHub Copilot + Custom Agents + Skills + Architecture design, feature docs, guided workflow. Mixture of models. Agents - Orchestrator, Planner, Architect, Designer, Coder, Tester, Review Council, Reporter RetireePlan - React 19 · MUI 6 · D3.js 7 · React Router · TanStack Q + NestJS API + Prisma + SQLLite/PostgreSQL + Electron + Ollama or GitHub SDK + Vitest, Playwright + Integrations YNAB only actually functioning.