OpenFinance

Built OpenFinance, a comprehensive open-source personal finance dashboard specifically designed for Canadians who want full control over their financial data. The platform provides a complete view of your financial picture including cash flow, investments, physical assets, and liabilities. Implemented a sophisticated dashboard with real-time cash flow tracking, account allocation charts, and goal progress visualization. Built a complete transaction management system with AI-powered receipt scanning using OpenAI for automatic expense categorization and data extraction. Created an advanced investment portfolio tracker supporting all Canadian account types (TFSA, RRSP, FHSA, RESP, RDSP, LIRA, Pension, Non-Registered, Margin) with real-time stock price fetching and USD/CAD conversion. The system calculates gains/losses, tracks dividends, and provides detailed portfolio analytics. Developed comprehensive asset tracking for real estate (houses, condos, land, commercial properties), vehicles (cars, motorcycles, boats, RVs), and other assets with appreciation/depreciation tracking. Implemented a liabilities management system with automatic recurring expense creation and interest rate tracking. Built "Dan", an AI voice assistant using OpenAI's Realtime API that can answer questions about your finances, spending patterns, net worth breakdown, and provide personalized financial insights through natural conversation. The platform features goal setting with milestone tracking, a complete net worth calculation engine, and support for major Canadian financial institutions. Made it open-source so others can build and customize their own private finance hub.