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 by Lucas Ruiz

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. Plus look-through analysis that shows what you really own inside your funds, and where new money should go.
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.

Request access

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

Built by Lucas Ruiz

I build AI agents and automations that kill manual work.

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