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AI Financial Intelligence · Full-Stack SaaS2026

WEALTHLOOP

“Gamified Net-Worth Operating System & AI Financial Intelligence Platform”

Role

Solo Developer (Taskdrift Product)

Stack
Next.js 14TypeScriptSupabaseGemini AI OCRTailwind CSSFramer MotionRechartsRazorpayResend
Status

Live

Overview

WealthLoop is a gamified net-worth operating system and AI financial intelligence platform built solo end-to-end by Taskdrift.

Net-worth trackers traditionally suffer from two flaws: privacy-invasive screen scrapers that constantly break, or manual spreadsheets people abandon within a week. WealthLoop solves both by pairing AI-parsed statement and screenshot imports (no bank credentials required) with a behavioral gamification engine (XP, streaks, levels, leaderboards) that makes daily financial logging frictionless and habit-forming.

Built as a full-stack AI SaaS capability showcase, WealthLoop demonstrates multi-modal document OCR using Google Gemini 2.5 SDK, strict Row-Level Security in Supabase Postgres, real-time portfolio analytics with Recharts, compound wealth velocity simulation, and automated subscription monetization via Razorpay.

Screenshots

Key Features

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AI Financial Intelligence Engine - Bank statement & portfolio OCR parser supporting PDF, CSV, and app screenshots using Google Gemini 2.5 SDK. Auto-categorizes transactions, balances totals, and parses free-text holdings into structured accounts with tier-gated quotas.
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Gamification & Behavioral Engine - XP formula (+50 logging, +25 streak, +100 holdings), 10-level progression system (Financial Novice to Titan), private friends streak leaderboards, and unlockable badges.
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Wealth Velocity Simulator - Real-time net-worth sparklines, asset allocation matrix via Recharts, and interactive compound interest / FIRE calculator with real-time projection sliders.
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Subscriptions & Automated Billing - Foundation (Free), Growth, and Legacy pricing tiers integrated with Razorpay payment webhooks, automated invoice receipts via Resend, and server-side tier provisioning.
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Zero-Credential Security Model - Built on Supabase Postgres with strict Row-Level Security (RLS). Balances and statements are parsed from user uploads with zero third-party telemetry or bank credential storage.

Tech Deep Dive

WealthLoop is architected using Next.js 14 App Router with TypeScript, establishing a clean separation between UI components, server logic, and API routes. The AI statement engine leverages the @google/genai SDK to execute multimodal analysis over uploaded PDF statements, CSV exports, and app screenshots — extracting accounts, holdings, and transactions into normalized JSON schemas. Database security is enforced using Supabase Postgres with strict Row-Level Security (RLS) scoped to auth.uid(), preventing cross-tenant data leaks.

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