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What works offline

How to open it

1. Download planning-studio-offline.zip from the Transfer to GPT page.
2. Right-click the zip and choose Extract All. Opening a page from inside the zip without extracting breaks the links between pages.
3. Open planning-studio/index.html in Edge or Chrome. Every calculator opens from there.

No server, sign-in or internet is needed. Chart, PDF and Word export libraries are included in the vendor folder. Inputs and any auto-filled client profile stay in this browser's local storage on this computer only.

Included (runs fully offline)

• All 93 planning-site calculator and IFR module pages: the 17 numbered calculators, the TVM, return, net worth, cash flow tracker and FRS DROP calculators, every IFR foundations, protection, cash flow, retirement income and business page (206 to 267), the 8 financial-concepts calculators (side-by-side, education funding, future requirements, distribution, real estate, automobile, revolving credit, average vs actual), and the 10 planning modules (goals, risk tolerance, budget, capital needs, asset location, investor return gap, MPT visualizer, quick trajectory, fiduciary disclosure, meeting summary).
• Live Meeting Mode (V5).
• QuickFacts: the official blank PDF plus a page that fills the real form in red "pen" for printing or saving.

Still needs the live planning site

• IFR Brain and V4 / V6 dashboards: they call the planning site's analysis, QuickFacts and saved-case services, which only exist on the server.
• V2 / V3 dashboards: they load saved client profiles, which are left out of this pack on purpose.
• The training document library (letters, proof sources, portfolio sheets): not part of the working tools. The ChatGPT knowledge files are separate downloads on the Transfer to GPT page.

Using it with ChatGPT

Upload the zip to a ChatGPT chat or Project so it can read the real calculator code instead of recreating it. ChatGPT cannot run these pages for you; open them in your browser. For QuickFacts, ChatGPT can return the values as JSON that the QuickFacts page loads with Load values.