This self-hosted financial dashboard connects to various brokerage accounts, enriches data with market insights, and utilizes AI for informed buy/sell/hold decisions. With a user-friendly Next.js interface, it displays key metrics and projections, ensuring effective personal finance management with seamless automation.
The Claude-powered AI-native financial dashboard is a comprehensive, self-hosted personal finance solution designed to seamlessly integrate with various brokerage accounts through Plaid. It provides users with an efficient way to monitor personal finances, analyze investment positions, and receive AI-driven recommendations.
Key Features:
The financial dashboard operates on a structured architecture that connects various components:
Plaid API
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agent/ (Python pipeline)
├── fetch holdings across all brokerages
├── enrich positions (yfinance: RSI, MACD, Bollinger Bands, fundamentals, news)
├── Claude analysis (buy/sell/hold recommendations)
└── sync everything to Supabase
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Supabase (Postgres)
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Next.js Dashboard (this repo root)
To utilize this financial dashboard, a few prerequisites must be met, including accounts with Plaid, Anthropic, and Supabase, as well as local installations of Python and Node.js. Essential API keys must also be obtained from the respective services to facilitate connectivity and functionality.
Setting up the dashboard requires initial configuration through an automated installer script, which verifies dependencies, installs necessary packages, and assists in entering and validating API credentials. The dashboard allows for user-friendly interaction, including account connections and portfolio analysis execution through a web interface.
The financial dashboard prioritizes user security. Sensitive information, including environment variables and access tokens, are securely stored and encrypted. Users are encouraged to maintain their Supabase project privately to ensure data integrity and confidentiality.
This tool is intended solely for informational purposes. It does not serve as professional financial advice. Users are advised to conduct their own research and consult qualified financial professionals before making investment decisions.
In summary, the Claude-powered AI-native financial dashboard delivers a sophisticated, AI-driven approach to personal finance management, enabling users to harness advanced analytics and insights efficiently.
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