Turns a personal-finance SQLite database into typed, schema-validated tools that an AI assistant can call directly, letting you manage accounts, transactions, budgets, debts, investments, tax estimates, and goals through natural language.
Enables extraction of structured data from documents like invoices, receipts, and bank statements using local Vision AI (Ollama) or cloud providers (Gemini), with data stored in a local SQLite database.
Self-hosted financial data terminal for AI agents. Scrapes and serves SEC filings (full-text search), 13F institutional holdings, insider and congressional trades, FINRA short data, FRED economic indicators, CFTC futures positioning, VIX/put-call ratios, and daily stock prices over MCP.
Parses PDF receipts to extract grocery and shopping expenses, automatically categorizes items using smart rules and LLM fallback, and stores them in a local SQLite database for querying purchase history and spending patterns.
Enables parsing and filtering of mBank CSV operation exports locally. Supports data aggregation and querying through natural language, running entirely offline with no network calls.