PocketSmith Supplement Finance Dashboard
An end-to-end personal finance tracking system that aggregates financial data from multiple sources into interactive dashboards.
Dashboard Previews
System Architecture
Financial data flows from various external sources through aggregation, transformation, and storage layers before reaching the visualization dashboards.
- Ingestion Financial data from banks, credit cards, investment accounts, and real estate is automatically aggregated by PocketSmith via Plaid/Yodlee.
- Extraction & Transformation GCP Cloud Run (Python) pulls raw transaction and account data from the PocketSmith API, categorizes accounts, and calculates metrics.
- Storage Processed data is pushed directly to BigQuery, acting as the central data warehouse.
- Visualization Evidence Studio dashboards query BigQuery tables using SQL to generate interactive reports and visualizations.
Key Features
Cash Runway Calculator
Determines how long cash reserves will last given no income and mandatory expenses, with historical tracking via heatmap visualization.
Net Worth Tracking
Comprehensive asset allocation breakdown across investment portfolios, real estate, cash reserves, and other assets.
Checking Rebalancer
Recommends transfers between checking and savings based on personal finance best practices for maintaining 2 months of mandatory spending.
Tech Stack
Security Posture
The system includes agent-based automated STRIDE-based threat model covering spoofing, tampering, repudiation, information disclosure, denial of service, and elevation of privilege risks. Key mitigations include OIDC authentication for Cloud Run jobs, IAM-based access control following the Principle of Least Privilege, and parameterized queries to prevent SQL injection.
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