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Personal Finance Dashboard

A full-stack personal finance application with AI-powered insights, retirement planning, and voice-enabled analytics.

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The Problem

Managing personal finances across multiple accounts is difficult, and existing tools lack customizable retirement projections or natural language interaction.

The Solution

Built a centralized dashboard that aggregates transactions, categorizes them using ML, and provides voice-activated insights and Monte Carlo simulations for retirement planning.

Interactive Demo

Launch Live Demo

Interact with Personal Finance Dashboard in a secure sandbox environment

System Architecture

Microservices architecture with a Node.js API gateway, Python ML service for categorization and simulations, and React frontend.

Architecture Diagram Placeholder

Database & APIs

MethodEndpointDescription
POST/api/uploadUpload and parse CSV transaction files
GET/api/dashboard/summaryRetrieve aggregated financial metrics
POST/simulate/monte-carloRun retirement simulations (ML Service)

Tech Stack

ReactTypeScriptNode.jsFastAPIPostgreSQLRedisDocker

ML Performance

Model Architecture
Keyword-based Classifier + Random Forest (planned)
Inference Latency
15ms
Key Metrics
94%
accuracy
0.92
f1 Score