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Account Summary: Use Plaid API to obtain transaction and account data for the budget analysis.

  1. Number of Transactions by Category:
  2. Number of Transactions by Category (pie chart):
  3. Summary of Transactions by Months:

Portfolio Planner: Summarize the retirement portfolio analysis and provide charts for the Monte Carlo simulation.

  1. Simulation of 30 years performance of 60% SPY/ 40% AGG portfolio:
  2. Histogram of 30 year performance with 90% confidence level as vertical lines:

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