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CASE STUDY

Finance Dash

A self-hosted finance dashboard with an AI assistant that answers questions from your real numbers.

Role Design + buildType Full-stack app + AI assistantStatus Self-hosted, in daily useStack React + FastAPI + Claude

The brief

I wanted one place that showed my whole financial picture, and that I could actually ask questions of, without handing my data to another company's app. So I built my own, connected it to my accounts, and gave it an AI assistant that reads the real numbers.

What it does

  1. An AI assistant that knows your numbers
    01

    An AI assistant that knows your numbers

    Ask a question in plain language, like whether you can spend $200 on a gift this month, and it answers from your actual accounts. It uses Claude with tool use to pull the real figures, and it is one tap away from a chat bubble on any page.

  2. Automated monthly reports Scheduled + Claude
    02

    Automated monthly reports

    Every month a scheduled job builds your charts and a written summary into a PDF and saves it to a Google Drive folder, with no action from you.

  3. Your whole picture at a glance
    03

    Your whole picture at a glance

    The overview tracks your net worth over time from daily snapshots, with a progress ring for a savings goal.

  4. A debt-payoff planner
    04

    A debt-payoff planner

    Every balance shows its rate and minimum, with a computed payoff plan that targets the highest interest first, so you can see what an extra payment does.

  5. Spending insights
    05

    Spending insights

    Your spending is broken down by category and month, with drill-down into any group and a running monthly trend.

  6. Self-hosted and private
    06

    Self-hosted and private

    It runs on my own server behind a Google sign-in, with automatic HTTPS and secure off-network access, so the financial data never sits with a third party.

The result

It runs on my home server and I use it daily. The assistant answers from my real numbers, and a written report lands in my Drive every month on its own.

Want an AI tool built around your own data?

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