AI Finance Manager

Overview

AI Finance Manager is an offline personal wealth tracker designed specifically for Indian retail investors. Traditional wealth management apps require linking bank accounts and stock brokers directly via API portals, which exposes sensitive transactional files to third-party database servers.

This utility operates under absolute offline isolation. It parses standard Consolidated Account Statement (CAS) PDFs locally on the user's device, imports historical ledger records into structured SQLite tables, and visualizes asset allocation weights, compound rates, and tax efficiency curves.

Features

• Local PDF Statement Parser: Safely extracts investment logs directly from protected NSDL/CDSL CAS files using offline parsing scripts.
• Asset Rebalancing Engine: Automatically calculates deviations from target equity/debt allocations and recommends specific trades to balance risk.
• Advanced Tax Optimizations: Highlights capital gains brackets, short-term/long-term tax thresholds, and provides tax-harvesting tips.
• No Cloud Isolation: Runs strictly on local machine hardware with no network telemetry or remote database synchronizations.

Technical Specs