Download Retirement Planner

Get the Beta of Aegis Retirement Planner. Free to download and use while it is in Beta — every feature, no charge and no license key.

Linux Installation

Aegis Retirement Planner for Linux is available as a Snap package across all major distributions, or as a standalone Debian/Ubuntu (.deb) package.

Step 1: Install the App

Option 1: Snap Package

Install Aegis Retirement Planner directly from the Snap Store:

Or run the following command in your terminal:

sudo snap install aegisretirementplanner

To open statements, plans and reports on USB drives, also run this once:

sudo snap connect aegisretirementplanner:removable-media

The Snap updates itself automatically as new versions are published.

Option 2: Debian / Ubuntu (.deb)

1. Download the .deb package using the button above, then open your terminal.

2. Navigate to your Downloads folder:

cd ~/Downloads

3. Install the package using apt (recommended):

sudo apt install ./aegisretirementplanner_XXX_amd64.deb

Note: using sudo apt install will automatically pull in any required system dependencies. The package bundles its own Python environment.

Step 2: Set Up the Local AI

The interview, the Ask Aegis assistant and statement import use a language model running on your own computer through Ollama. Install Ollama (see our Ollama setup guide), then pull the default model:

ollama pull qwen2.5:7b

The default model runs on an 8 GB laptop without a GPU. On a slower machine choose qwen2.5:3b in Settings; with a GPU, qwen2.5:14b follows the interview more reliably. The app checks Ollama on first start and explains anything that is missing.

Ollama is optional: the forms, budget, buckets and simulations all work without it.

Step 3: Plan

Launch Aegis Retirement Planner from your applications menu (Office → Finance) and start the interview. See the documentation for the budget, buckets, simulations and statement import.

Your plans are stored in ~/.aegisretirementplanner/ (with the Snap: ~/snap/aegisretirementplanner/current/.aegisretirementplanner/) and are kept when the package is removed or updated.

MACOS

Not Yet Available

The Beta is Linux-only for now.

WINDOWS

Not Yet Available

The Beta is Linux-only for now.

LICENSING

Free During the Beta

No charge and no license key. After the Beta some features may require a one-time license — never a subscription. The software is proprietary and licensed, not sold.