Your Personal Financial Analyst
inv analytics
Opens a browser page at http://localhost:2718 where you can chat with your own spending data in plain language — and browse interactive charts while you do it.
Ask things like:
- "What did I spend most on last month?"
- "How does my food spending compare to last year?"
- "How much did the Italy trip cost, broken down by category?"
- "What's my savings rate for 2025?"
The analyst knows your full expense history, categories, events, and tags. It queries your local database live — nothing leaves your machine.
Charts
Alongside the chat, four visual summaries give you the big picture at a glance:
| What it shows | |
|---|---|
| 12-month rolling | Top-10 categories stacked by month, with income and monthly savings |
| Year comparison | Any previous year overlaid on the rolling view |
| Event | Where the money went during a trip or project |
| Tag | Spending pattern for a label (e.g. "work", "dog") across a chosen year |
Setup
The chat requires a Gemini API key configured as a provider in .deploy/llm_providers.toml. Without it, the charts still work — only the chat shows a warning.
The year comparison, tag, and tag year selectors remember your last choice across restarts. The event selector always opens on the most recent completed event.