The official Node.js library for the SnapTrade API

Open-source personal finance and wealth management app for Canadian households. Track accounts, investments, debt strategies, and projections with Smith Manoeuvre support, PAG 2025 compliance, and multi-provider connectivity (Plaid + SnapTrade). Self-hostable via Docker.

LLM Portfolio Journal consolidates brokerage, market, and social data into a SQLite-backed system and uses large language models to produce daily or weekly portfolio summaries, sentiment insights, and rich markdown reports and charts

Local, read-only portfolio analyzer that pulls your brokerage holdings via SnapTrade/IBKR and produces a candid, thesis-personalized dashboard + analysis, driven by Claude Code. Runs entirely on your machine. Not financial advice.

KentroChrema is a Django-powered backend that will allow people to have their investment centralized in one location, allowing them to see the progress of their investment and access to my MarketSight investment analysis tools

Personal portfolio analysis: daily multi-brokerage extraction (SnapTrade + Plaid), Excel dashboard rebuild, and a Claude-narrated CFP-style advisor brief.

Personal finance analytics with Plaid, SnapTrade, Postgres, Prisma, and Next.js.

Project Cobalt: A multiagent,smart-money-concepts based analysis platform for retail traders. Cobalt coordinates and distributes workloads across a network of LLMs and fixed function python modules to ensure accurate synthesis based on live news and market data. Handles broker connections, full quant analysis, trade management and journaling.