Last week we shipped Export for AI Analysis — one click that turns your entire plan into a clean, anonymous document built for a conversation with the strongest AI you can find.
The natural next question was: why make you paste it? If the point of the brief is to walk your plan with an AI, RetIQ already has an AI built in.
So today the brief preview has a new button: Send to Guide. One click, and your whole plan — the projection, the taxes, the Monte Carlo, the survivor futures — lands in RetIQ’s own Guide, which reads it in a dedicated analysis mode. The same two-part structure as the export: a plain-language verdict first, then a detailed walk through the numbers, followed by a conversation you can keep having. Ask follow-ups in plain English — the Guide stays in analysis mode until you start a new chat.
Nothing about the document changes, and neither does the privacy story. Send to Guide uses the same stateless relay the Guide already uses for questions, and only when you have Cloud AI enabled with your own API key — Anthropic, OpenAI, Google, Perplexity, Meta, Groq, DeepSeek, or Mistral. No key, no send: the button explains how to set it up, and the brief stays available to copy or download either way.
As a small companion update, the Guide’s Anthropic option now runs on Claude Sonnet 5, so plan analysis through that provider is on the current model.
Copy it, download it, or send it straight to the Guide — the same plan, the same questions, the same quality, with one fewer step in the middle.
Try it free — no account, no card required. Your data never leaves your device.
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