AI-assisted financial planning,
with agentic trade research.
Track net worth, budget, and goals — plus an AI agent that screens Indian and US stocks, explains its reasoning, and forecasts price targets for any date you pick.
This is a portfolio/demo project. AI-generated analysis is not financial advice — see the disclaimer.
Accounts & net worth
Track every account — banking, credit, loans, brokerage, retirement — in one place, in whatever currency you think in.
Budgeting & statement import
Upload a bank or credit card statement and Sage categorizes every transaction automatically.
Goals & forecasting
Set a target, and an AI agent projects whether you're on track and what to adjust.
Agentic Trade Planning
An AI research agent screens stocks across India and US markets, forecasts price targets for any future date, and explains its reasoning — grounded in live price data.
Reports
Plain-language summaries of your financial position, generated on demand.
Multi-currency
Every amount converts between currencies using live exchange rates.