DETAILFIG.01 · Item [02]
Scale 1:1
Back to index
Live·Next.js · FastAPI · LangGraph

Wealth Vault

Personal finance SaaS for tracking and growing wealth

2.1Overview
Wealth Vault is a full personal finance platform: income, expenses, accounts, portfolio, goals, budgets, subscriptions, installments, debts, and taxes, all in one place. Track net worth across multiple currencies with live exchange rates, connect a bank through Monobank, and read every module back as charts: subscriptions and expenses by category, how income is allocated, and where your money actually sits. The AI work runs deeper than a chat box. Drop in a bank statement or a screenshot and a vision pipeline pulls out the transactions, categorizes them, and learns from your corrections. The Ask AI button is a LangGraph agent with a real routing, compute, retrieve, and validate graph, so questions like "can I afford this?" or "how did spending change last quarter?" get answered from your own numbers and streamed back token by token. Underneath it, a pgvector RAG store embeds your documents and records for semantic search and citations.
2.2Features
  • [01]Ten finance modules: income, expenses, accounts, portfolio, goals, budgets, subscriptions, installments, debts, taxes
  • [02]Net worth across multiple currencies with live exchange rates and a fallback cache
  • [03]Bank sync through Monobank, plus statement and screenshot import via a vision pipeline
  • [04]AI categorization that learns from your corrections
  • [05]Ask AI: a LangGraph agent that answers from your real numbers with built-in financial tools, streamed token by token
  • [06]pgvector RAG store for semantic search and cited answers over your own records
  • [07]AI insights surface spending patterns, savings opportunities, and anomalies
  • [08]Tier-based access with Stripe billing, PWA install, mobile nav, and light and dark themes
2.3Screens
SS-01· phone
Wealth Vault Apple stock asset detail on iPhone
Asset detail · iPhone
SS-02· tablet
Wealth Vault financial analytics charts on iPad
Financial analytics · iPad
SS-03· desktop
Wealth Vault dashboard with net worth and analytics in browser on MacBook
Dashboard · MacBook
Rev 2026.05·End of figure