A household financial plan in one place: objectives, net worth, monthly budget, and a 30-years-to-retirement investing projection.
- AI Insights: a serverless function sends the household's figures to Claude, which writes plain-English observations on savings rate, goal timelines and risks.
- Security by design: every user's data is isolated with Supabase Row Level Security; the API key never reaches the browser.
- Finance logic first: projections are calculated in code, and the AI only explains them.