Personal Finance Dashboard Built with Claude AI: Self-Hosted with Google Sheets Backend
A developer on r/ClaudeAI shared their personal finance dashboard project built with Claude AI. What started as a simple Python script evolved into a full-stack application that consolidates various investment types into a single interface.
Core Functionality
The dashboard brings together multiple investment categories including stocks, mutual funds, physical gold, and fixed deposits. It runs entirely on the developer's spare PC and is served via Cloudflare Tunnel.
Key Features
- Exposure Analysis: Shows not just what you own, but what you're actually exposed to. Before buying a stock, you can see if you're already overexposed to it through your funds.
- CAMS CAS Statement Parsing: Can parse CAMS CAS statements and provide detailed transaction insights.
- Data Storage: All data stays with the user - everything is stored in the user's own Google Sheets on their Google Drive. No databases are used.
- Holdings Sync: Supports syncing holdings via Zerodha or manual entry.
- Upcoming Features: NSDL/CDSL CAS support is coming soon.
Technical Implementation Notes
The developer noted that while AI was helpful in building the system, it still struggles with writing clean, modular code and designing scalable systems. Getting things right required significant iteration and careful prompting. The project was part of a personal learning journey to explore what it means to build a full system with AI, not just a toy application.
The application is accessible at https://metron.thecoducer.com/ and the developer is actively seeking feedback on what feels missing or broken.
📖 Read the full source: r/ClaudeAI
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