Family Wealth Tracker
An AI-assisted tool for consolidating and tracking a family's multi-generational wealth across various asset classes.
Next.js
Python
OCR
LLMs (Data Extraction)
PostgreSQL
AWS
Problem
Families often have assets spread across real estate, stocks, mutual funds, and more, making it difficult to get a holistic view of their net worth and performance.
Solution
The platform uses AI to ingest statements and documents (e.g., property deeds, stock holdings), automatically categorizing and creating a unified dashboard with alerts and performance insights.
Impact
Helps families achieve financial clarity, improving long-term planning and decision-making.
Status
MVP planning. Seeking early adopters for feedback.