Financial Dashboard
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Personal finance, unified

Every account, every currency, one clear picture.

Financial Dashboard pulls together your US banks, Peruvian bank statements, and brokerage holdings — then puts an AI analyst on top to tell you what it actually means.

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Invite-only · or explore the live demo below.

Built like a product, not a spreadsheet

Data ingestion, authentication, AI, and deployment — wired together into something you'd actually use every day.

Multi-source ingestion
Live US bank connections via Plaid, Peruvian BCP statements parsed straight from PDF, and Fidelity holdings from CSV — all normalized into one ledger.
AI insights
Claude reads your month and hands back a candid roast, concrete action items, flagged charges, and goal-by-goal allocation advice.
Investments tracking
Positions, cost basis, and gains in one table — with AI suggestions on what to hold, watch, or rotate out of.
USD / PEN multi-currency
Everything is stored in USD and converted to Soles at render time with a daily exchange rate. Toggle currencies anywhere.
Live demo · sample data

Click around the actual product

This is the real interface running on hardcoded sample data — no login required. Switch tabs to explore spending, transactions, investments, and AI insights.

qori.land
Net worth

$48,720

Income · June 2026

$6,200

Spending · June 2026

$3,845

You saved $2,355 this month

38% savings rate

Spending by Category
June 2026 breakdown

Total spending

$3,845

Rent & Housing
$1,650
Food & Dining
$720
Transport
$340
Shopping
$415
Subscriptions
$96
Health & Fitness
$124
Entertainment
$180
Other
$320
Income by Category
June 2026 breakdown

Total income

$6,200

Salary / Paycheck
$5,600
Other Income
$600

Sample data — not connected to any real accounts.

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Financial Dashboard is invite-only for now. Leave your email and I'll reach out — or sign in if you already have an account.