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4-Fineance

Plan your finances with ChatGPT.

Overview

This is a Next.js ChatGPT Apps SDK application that serves both as an MCP server and a React component host for personal financial planning.

This is a prototype project. Do not maintain backwards compatibility. Focus on keeping things simple and proving functionality.

Features

  • Category Trends Analysis - Analyze spending trends for categories with standardized historical comparisons (last period, same period last quarter, same period last year). Supports both monthly and quarterly period analysis.

  • Monthly Financial Snapshot - Get a comprehensive monthly financial overview showing income vs. spending, remaining budget, largest spending category, and trend comparisons. Includes a carousel view of the last 12 months for historical context.

  • Spending Outliers Detection - Identify categories with unusual spending patterns (increases or decreases) compared to their trailing 4-period average. Configurable by direction (increase/decrease/both) and customizable threshold percentage.

  • Interactive ChatGPT Widgets - All features are exposed as interactive widgets within ChatGPT conversations, providing rich visualizations and data analysis directly in the chat interface.

Getting Started

pnpm install
pnpm dev

Project Structure

See .cursor/rules/project-structure.mdc for detailed project structure documentation.

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