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Shadcn Openai Plaid Dashboard

Open-source Next.js finance dashboard using Plaid, OpenAI, and Shadcn for insightful transaction analysis and AI-driven financial Q&A.

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Shadcn AI: Open-Source Personal Finance Dashboard

Develop your own secure personal finance hub with this Next.js starter. It integrates Plaid for seamless bank, credit card, and investment account connections, OpenAI for intelligent spending analysis and financial Q&A, and Shadcn UI for a sleek, modern interface. Clone and deploy this private Mint-like application, enhanced with Vercel AI SDK and Generative UI, to gain comprehensive control over your financial data and unlock powerful insights through AI.

Features:

  • Account Aggregation: Connect debit/checking, savings, credit card, and investment (e.g., Robinhood) accounts via Plaid to view live balances.
  • Visual Spending Analysis: Analyze monthly and recurring expenditures using integrated Shadcn charts.
  • Advanced Transaction Browsing: Utilize a rich datagrid with filters for time-range, spend category, and more to explore transactions.
  • AI-Powered Financial Q&A: Chat with GPT-4o about your accounts and financial standing, with responses rendered as generative UI cards via Vercel AI SDK.
  • Custom GPT Integration: Securely interface with Plaid and ChatGPT through dedicated endpoints and a pre-populated OpenAPI specification for direct data interaction in ChatGPT.
  • Next.js Foundation: Built on the robust Next.js framework for optimal performance and developer experience.
  • Plaid API Integration: Enables secure connection to a wide range of financial institutions.
  • OpenAI for Insights: Leverages OpenAI models for intelligent data analysis and natural language interaction.
  • Shadcn UI Components: Employs modern, customizable UI elements from Shadcn for the frontend.
  • Vercel AI SDK: Powers generative UI features for enhanced AI interactions.
  • Self-Hostable: Deploy with your own Plaid Developer API Key for a private application.

Summary:

This open-source Next.js project offers a comprehensive personal finance dashboard. It allows developers to deploy a private application that connects to financial accounts using Plaid, visualizes spending with Shadcn charts, and leverages OpenAI for AI-driven financial insights and chat. Features include detailed transaction views, live balances, and custom GPT integration, providing a powerful tool for personal financial management and analysis.

Distribution:
opensource
GitHub:
26 Stars
4 Forks
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