Personal app case study
Budgeting + Investment Tracker
A desktop app that combines budget tracking with investment monitoring and AI-assisted opportunity detection.
6 hrsPortfolio evaluation cycle
AIOpportunity signals
DesktopCurrent app
MobilePlanned next
Problem
Personal finance decisions are split across banking statements, card statements, brokerage dashboards, spreadsheets, and market research. That makes it hard to connect savings, spending, and investment opportunities.
What I built
I built a desktop budgeting app with an investment tracker. It evaluates portfolio context every six hours and uses AI to identify possible investment opportunities, risks, and money moves based on user goals and interests.
Where it can go next
- Automated ingestion from credit card and bank statements.
- Mobile version for daily use.
- Rules-based budget alerts with AI-generated explanations.
- Portfolio watchlist and opportunity scoring.
This page intentionally avoids financial advice claims. It presents the app as an engineering project and decision-support tool.