Build one dashboard for investing, taxes, and credit checks
A developer used Claude Code to create a local finance system that organized account data, tax prep, and credit alerts.
- What they did
- They asked Claude Code to help build Hearth, a local Python tool for personal money management. The system gathered information from Schwab, Robinhood, Coinbase, Plaid, Gmail via Google MCP, and a market-data API, while Claude assisted with research on investing and tax rules and helped shape custom skills. It also supported portfolio-allocation logic, Schedule C and mileage handling, and alerts for credit-use levels keyed to statement close dates. The developer then checked the rules and compared the outputs against their own records.
- How it went
- The finished setup put investments, self-employment tax work, and credit monitoring in one place. It could also point out idle cash, disconnected feeds, and mismatches with bank data. No gains or savings were reported, and the source says recreating it would take substantial technical skill.
- Tips
- Use an agent to draft the rules and surface discrepancies, but verify the outputs yourself. Build in a manual approval step before any filing, transfer, payment, or deletion.
Try it yourself with Claude Code
Help me design a local personal-finance assistant in [language/framework] that can combine investment tracking, tax prep, and credit monitoring. It should connect to [brokerage accounts], [crypto accounts], [banking aggregator], [email account], and [market-data source], then help me define checks for portfolio allocation, self-employment tax categories, mileage logs, and credit-utilization warnings tied to statement closing dates. First outline the data flow, validation rules, and tests; then draft the implementation plan. Stop and ask me to approve before any payment, transfer, submission, email, or deletion.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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