finchat

An intelligent financial advisor application powered by Claude Sonnet that provides conversational insights into your finances using real-time data from Plaid API.

This application combines:

• Plaid API: Secure access to your financial accounts, transactions, and investment data
• Claude Sonnet (Anthropic): Advanced AI that understands your financial data and provides personalized advice
• Vue.js Chat Interface: Clean, intuitive conversation-based UI with user management
• Node.js Backend: Secure API layer connecting Plaid and Claude
• PostgreSQL Database: Local caching of financial data for faster queries

• Conversational Financial Insights: Ask questions about your finances in natural language
• Real-time Account Data: Live balances, transactions, and account information from all your linked accounts
• Investment Tracking: View holdings, securities, and investment transactions (401k, IRA, brokerage accounts)
• Smart Analysis: AI-powered spending pattern analysis, budget recommendations, and financial planning
• Multi-User Support: Manage multiple user profiles with separate financial data
• Dual Environment: Toggle between Sandbox (test data) and Development (live bank connections)
• Transaction Sync: Automatic syncing and caching of transaction history
• Context-Aware Responses: Claude understands your complete financial picture across all accounts

┌─────────────┐      ┌──────────────────┐      ┌────────────┐
│   Vue.js    │ ───> │   Node.js API    │ ───> │   Plaid    │
│  Frontend   │      │   (Express)      │      │    API     │
│   (Chat)    │ <─── │                  │      └────────────┘
└─────────────┘      │                  │
                     │                  │      ┌────────────┐
                     │                  │ ───> │ PostgreSQL │
                     │                  │ <─── │  Database  │
                     │                  │      └────────────┘
                     │                  │
                     │                  │      ┌────────────┐
                     │                  │ ───> │ Anthropic  │
                     │                  │      │   Claude   │
                     └──────────────────┘ <─── │   Sonnet   │
                                               └────────────┘

• "What's my total balance across all accounts?"
• "Show me my spending from last month"
• "What are my largest expenses?"
• "How are my investments performing?"
• "Show me my 401k holdings"
• "What dividend income did I receive this year?"
• "Help me create a budget"
• "Do I have any unusual transactions?"

MIT