Personal Finance
A unified personal finance dashboard, built because traditional banks do not provide a complete overview of budgets, income, expenses, accounts, and investments. Bank accounts can be connected using MitID, after which accounts and transactions are imported automatically. This provides a direct overview of income, spending, salary, consumption, and overall financial development. Users can create budgets, follow their spending, and view forecasts for how their finances are expected to develop. Transactions are categorized automatically through an LLM-based filter, keeping manual work to a minimum. The platform also brings investments together. Users can import their portfolio, track stock performance, create watchlists, and discover new stocks. A central part of the project is its integrated MCP server. It can connect to services such as ChatGPT or Claude, allowing them to act as a chat interface for the user's own financial data. This makes it possible to ask questions about personal finances, analyze banking data, and build a clearer financial overview.
What ChatGPT receives context about
Through the MCP server, ChatGPT receives access to knowledge and context about the user's finances:
| Area | Available context |
|---|---|
| Accounts | Connected accounts across different banks. |
| Balances | Current balances for each individual account. |
| Transactions | Transaction history, amounts, and category. |
| Budgets | Can view budgets, spending, and remaining amounts. |
| Stock portfolios | Holdings, percentage gains and losses, and portfolio diversification. |
| Watchlists | Can view existing watchlists and create new stock lists. |
| Subscriptions | Recurring payments and active subscriptions. |
With more capabilities added as new tools become available.