Self-hosted personal financial intelligence system — investments, expenses, and tax strategy in one dashboard. Replaces Koinly, Mint, and Empower.

AI Tax Optimization Engine - RAG-powered deduction discovery using IRC code analysis

529 vs taxable brokerage after-tax tradeoff engine — deterministic, Monte Carlo, and sensitivity analysis for education savings decisions

AI-powered FD portfolio optimizer using PSO algorithm and 2 autonomous agents to maximize post-tax returns across 5 partner banks with 100% DICGC coverage.