DETAILFIG.01 · Item [02]
Scale 1:1Live·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

SS-02· tablet

SS-03· desktop

Rev 2026.05·End of figure