FinanceAI

Dashboard

Welcome back! Here's your financial overview.

Total Balance

$24,567.89

+12.5% from last month

Monthly Income

$8,450.00

+5.2% from last month

Monthly Expenses

$3,247.50

+8.3% from last month

Savings Rate

61.5%

+2.8% from last month

Spending Overview

Recent Transactions

Grocery Store

Today, 2:30 PM

- 27.50

Salary Deposit

Yesterday, 9:00 AM

+$4,225.00

Restaurant

Yesterday, 7:30 PM

-$68.45

Investment Return

2 days ago

+ 56.78

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Analytics

Deep insights into your financial patterns and trends.

Income vs Expenses Trend

Spending by Category

Key Metrics

Net Worth

$42,156.78

↗ 8.4% this month

Emergency Fund

$8,500.00

85% of goal

Debt-to-Income

12.3%

Excellent

Financial Health Score

847/1000

AI Recommendations

Increase savings rate

Save an extra $200/month to reach goals faster

Optimize subscriptions

Cancel unused services to save $87/month

Review investments

Consider rebalancing portfolio for better returns

Monthly Budget Performance

Food & Dining $450 / $600

Transportation $280 / $300

Entertainment 20 / $200

Shopping $350 / $250

Cash Flow Analysis

+ value.toLocaleString(); } } } } } }); const categoryCtx = document.getElementById('categoryChart').getContext('2d'); new Chart(categoryCtx, { type: 'doughnut', data: { labels: ['Housing', 'Food', 'Transportation', 'Entertainment', 'Shopping', 'Utilities', 'Other'], datasets: [{ data: [30, 15, 12, 8, 18, 10, 7], backgroundColor: [ 'rgb(99, 102, 241)', 'rgb(34, 197, 94)', 'rgb(251, 191, 36)', 'rgb(239, 68, 68)', 'rgb(168, 85, 247)', 'rgb(14, 165, 233)', 'rgb(107, 114, 128)' ] }] }, options: { responsive: true, maintainAspectRatio: false, plugins: { legend: { position: 'bottom', } } } }); const cashFlowCtx = document.getElementById('cashFlowChart').getContext('2d'); new Chart(cashFlowCtx, { type: 'bar', data: { labels: ['Week 1', 'Week 2', 'Week 3', 'Week 4'], datasets: [{ label: 'Inflows', data: [2100, 2300, 1950, 2400], backgroundColor: 'rgb(34, 197, 94)' }, { label: 'Outflows', data: [800, 950, 1100, 850], backgroundColor: 'rgb(239, 68, 68)' }] }, options: { responsive: true, maintainAspectRatio: false, plugins: { legend: { position: 'top', } }, scales: { y: { beginAtZero: true, ticks: { callback: function(value) { return ' + value.toLocaleString(); } } } } } });

Budgeting

Smart budgeting tools powered by AI insights.

Monthly Budget Overview

Total Budget $5,000.00

Spent $3,247.50

Remaining ,752.50

Budget Categories

Housing ,500 / ,500

Food & Groceries $450 / $600

Transportation $280 / $300

Utilities $200 / $200

Entertainment 20 / $200

Shopping $350 / $250

Savings ,000 / ,000

AI Budget Insights

Overspending Alert

Shopping category exceeded by 00

Savings Opportunity

Save $50/month by meal prepping

Budget Adjustment

Consider reducing entertainment by 15%

Quick Actions

Budget vs Actual

Spending Forecast

+ value; } } } } } }); const spendingForecastCtx = document.getElementById('spendingForecastChart').getContext('2d'); new Chart(spendingForecastCtx, { type: 'line', data: { labels: ['Week 1', 'Week 2', 'Week 3', 'Week 4'], datasets: [{ label: 'Projected', data: [800, 850, 900, 820], borderColor: 'rgb(59, 130, 246)', backgroundColor: 'rgba(59, 130, 246, 0.1)', tension: 0.4, fill: true }, { label: 'Actual', data: [800, 847, null, null], borderColor: 'rgb(34, 197, 94)', backgroundColor: 'rgba(34, 197, 94, 0.1)', tension: 0.4, fill: false }] }, options: { responsive: true, maintainAspectRatio: false, scales: { y: { beginAtZero: true, ticks: { callback: function(value) { return ' + value; } } } } } });

Investments

Track and optimize your portfolio performance.

Portfolio Overview

Total Value

$28,456.78

+$2,345.67 (+8.97%)

Day Change

45.23

+0.51%

Asset Allocation

Stocks

45%

Bonds

30%

Crypto

15%

Real Estate

10%

Top Holdings

AAPL

Apple Inc.

$3,245.60

+2.34%

MSFT

Microsoft Corp.

$2,890.45

+1.87%

BTC

Bitcoin

$2,134.78

-3.21%

VOO

Vanguard S&P 500

,987.23

+0.89%

AI Investment Insights

Rebalance Suggestion

Consider reducing crypto exposure to 10%

Growth Opportunity

Emerging markets ETF showing strong momentum

Risk Alert

High volatility detected in tech sector

Quick Actions

Performance History

Market News & Analysis

Fed Signals Potential Rate Cut

2 hours ago

Tech Stocks Rally on AI Optimism

5 hours ago

Oil Prices Drop on Demand Concerns

1 day ago

Crypto Market Shows Signs of Recovery

2 days ago

+ value.toLocaleString(); } } } } } }); const allocationCtx = document.getElementById('allocationChart').getContext('2d'); new Chart(allocationCtx, { type: 'doughnut', data: { labels: ['Stocks', 'Bonds', 'Crypto', 'Real Estate'], datasets: [{ data: [45, 30, 15, 10], backgroundColor: [ 'rgb(59, 130, 246)', 'rgb(34, 197, 94)', 'rgb(251, 191, 36)', 'rgb(168, 85, 247)' ] }] }, options: { responsive: true, maintainAspectRatio: false, plugins: { legend: { display: false } } } }); const performanceCtx = document.getElementById('performanceChart').getContext('2d'); new Chart(performanceCtx, { type: 'line', data: { labels: ['1M', '3M', '6M', '1Y', '2Y', '3Y'], datasets: [{ label: 'Portfolio', data: [2.3, 5.7, 8.9, 15.2, 28.4, 42.1], borderColor: 'rgb(34, 197, 94)', backgroundColor: 'rgba(34, 197, 94, 0.1)', fill: true, tension: 0.4 }, { label: 'S&P 500', data: [1.8, 4.2, 7.1, 12.3, 24.7, 38.9], borderColor: 'rgb(156, 163, 175)', backgroundColor: 'rgba(156, 163, 175, 0.1)', fill: false, tension: 0.4 }] }, options: { responsive: true, maintainAspectRatio: false, scales: { y: { ticks: { callback: function(value) { return value + '%'; } } } } } });

Transactions

All your financial activity in one place.

Recent Transactions

Date	Description	Category	Amount
Today	Grocery Store	Food	- 27.50
Yesterday	Salary Deposit	Income	+$4,225.00
2 days ago	Restaurant	Dining	-$68.45
3 days ago	Investment Return	Investments	+ 56.78
4 days ago	Electric Bill	Utilities	-$89.32

Spending by Category

This Month

Total Spent

$3,247.50

Total Income

$4,225.00

Net Cash Flow

+$977.50

Quick Filters

AI Categorization

Auto-categorized 94%

Needs review 6%

Export Options

Transaction Trends

+ value; } } } } } });

AI Insights

Smart recommendations powered by artificial intelligence.

Spending Intelligence

Predicted Monthly Spend

$3,567.89

Based on current patterns

Anomaly Alerts

Unusual transactions detected

Smart Recommendations

Reduce Dining Out

Save 50/month by cooking at home 3 more nights per week

Investment Opportunity

Allocate $200 more to index funds to improve long-term returns by 12%

Subscription Cleanup

Cancel 3 unused subscriptions to save $47/month

Financial Health Score

847

/ 1000

Excellent financial health

Debt-to-Income A+

Savings Rate A

Emergency Fund B+

Investment Diversity A-

Risk Alerts

High spending detected

Shopping category 35% above average

Low savings rate

Consider increasing by 5% to meet goals

Budget reminder

Dining budget will exceed in 5 days

AI Actions

Future Projections

AI Learning Progress

Spending Pattern Accuracy 94%

Budget Prediction Accuracy 87%

Anomaly Detection 91%

Recommendation Relevance 89%

+ value; } } } } } }); const projectionCtx = document.getElementById('projectionChart').getContext('2d'); new Chart(projectionCtx, { type: 'line', data: { labels: ['Current', '3 Months', '6 Months', '1 Year', '2 Years'], datasets: [{ label: 'Net Worth (Current Path)', data: [42000, 45000, 48000, 55000, 68000], borderColor: 'rgb(239, 68, 68)', backgroundColor: 'rgba(239, 68, 68, 0.1)', fill: true, tension: 0.4 }, { label: 'Net Worth (With AI Recommendations)', data: [42000, 46000, 51000, 62000, 85000], borderColor: 'rgb(34, 197, 94)', backgroundColor: 'rgba(34, 197, 94, 0.1)', fill: true, tension: 0.4 }] }, options: { responsive: true, maintainAspectRatio: false, scales: { y: { beginAtZero: false, ticks: { callback: function(value) { return ' + (value/1000) + 'k'; } } } } } });

Settings

Manage your account preferences and security settings

Account Settings

Full Name

Email Address

Phone Number

Currency

Security Settings

Two-Factor Authentication

Add an extra layer of security

Biometric Login

Use fingerprint or face recognition

Change Password

Notification Preferences

Budget Alerts

Get notified when you exceed budget

Investment Updates

Portfolio performance and market news

AI Insights

Weekly financial recommendations

Connected Accounts

Chase Bank

•••• 1234

Robinhood

Investment account

American Express

•••• 5678

Data Export

Support

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