QashBoard

Treat money like music and get your "Spotify Wrapped" for finances with Qashboard - the Q&A dashboard for all things personal finance.

Sign up and add your own database to save your financial data. Connect your accounts with Plaid to get an aggregated dashboard of all your accounts (bank, brokerage, credit card, loans, etc.)

Qashboard's chat leverages GPT4 & Langchain to provide retrieval augmented generation and other skills - making it possible for you to chat with your precise finance position.

Source code available for sale!

Learn more:

www.qashboard.com

🔍 1. Unlock a Bird's Eye View of Your Finances

Connect all your accounts in one place. I made this dashboard to house all accounts (bank, brokerage, credit cards etc.) under one roof, empowering you with a comprehensive overview of your financial landscape.

Say goodbye to the hassle of browsing transactions and analyzing spend across multiple platforms or homescreen widgets.

- All-in-One Overview

- Extensive charts and analysis

- Recurring Transactions

💬 2. AskWallet: Your Finance ChatGPT

Using retrieval augmented generation (RAG) via Langchain, all responses are unique to your financial data.

Planning for a dream vacation or a new home? Your personal AI assistant is here to guide you. Explore spending patterns, discover saving strategies, ask if you're ready for a new card, etc.

- "How much did I spend this month"?

- "How much did I earn in dividends this year"?

- "I want to buy a car, how much should I budget for a monthly payment?"

- "Which credit cards should get paid off first?"

🔒 3. Data & Privacy: Your Peace of Mind

I wouldn't trust a wannabe developer with my data and neither should you! My unique approach of allowing you to plugin in your own database ensures that you are in complete control of your data.

- BYOD: Provide your database, a MongoDB Atlas URI, and manage your data your way.

- Zero Data Visibility: This means Qashboard never sees or stores your data. Enjoy smooth operations making use of Plaid but storing the result to your safe, secure store.

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