PersoniFi - Personal Finance Visualization Agent

Your personal finance, visualized.

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Inspiration

Everyone knows the struggle of tracking finances. What more? Banking apps have clunky, non-adaptable UIs that provide surface-level information. Rather than having the data form our questions, why don't we form the data for once...

What it does

After given your bank/credit card statements, upload them to PersoniFi and the sky's your limit! Need to compare last month's grocery spending to this month's? How about to see your overall trend of spending throughout time? If you have a question, PersoniFi can visualize it for you.

How I built it

Javascript, HTML, CSS, Gemini flash-latest-model (using google ai studio shoutout Wei), FastAPI (Python), and Supabase.

Challenges we ran into

Switching over from node.js to Fast API was the right decision but it left various issues regarding ports, start commands, and having both servers running and talking at the same time.

Accomplishments that we're proud of

With custom Gemini prompting, PersoniFi is able to decide which visualization method is best, choose that method, and have a custom insightful chart in front of you in seconds.

What we learned

Never run your front end and back end on the same port.

What's next for PersoniFi - Personal Finance Visualization Agent

I want to integrate user auth, Strip implementation (for full automation), and hopefully I can expand past bank/credit statements to provide a holistic Financial Visualization for anyone's needs!

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