finance-assistant

The platform provides comprehensive budget management by allowing you to import bank statements, add accounts, and track expenses. It sets budgets, sends overspending alerts, and tracks savings goals progress with contribution suggestions.

Investment tracking monitors portfolio performance and asset allocation, providing rebalance recommendations. It interacts with various financial data sources for analysis and visualization to help you make informed investment decisions.

Debt optimization compares strategies to plan for early debt freedom. By analyzing your financial profile and account data, the system calculates the most efficient path to minimize interest and accelerate debt elimination.

Yes, this finance assistant requires Claude Code to operate. It relies on Claude Code to process your financial data sources, perform advanced analysis, and generate visualizations for budgeting, investments, and net worth tracking.

Tax preparation features calculate taxes, identify deductions, and plan for tax savings. You input your financial data into the system, which analyzes your accounts to provide tax savings strategies and preparation assistance.

Tracking net worth over time provides a complete financial picture rather than isolated monthly expenses. It aggregates assets, savings, investments, and debt data to visualize overall financial health and long-term wealth progression.