Loading your financial data...
Personal Income MTD
₹
Personal Expense MTD
₹
Company Revenue MTD
₹
SanFire OPC
Net Worth (Est.)
₹
Assets − Liabilities
Next Deadline
Investments Total
₹
MF + Stocks + PF + FD
Income vs Expense — 6 months
Daily Spend — 30 days
Spending by Category (This Month)
No data yet
₹
Alerts & Reminders
All clear — no upcoming alerts
Recent Transactions
| Date | Account | Type | Amount | Merchant | Category | Balance |
|---|---|---|---|---|---|---|
| ₹ | ||||||
| No transactions yet — run the SMS scraper or add manually | ||||||
Total Assets
₹
Total Liabilities
₹
Net Worth
₹
Cash in Banks
₹
CC Outstanding
₹
Assets Breakdown
Investment Portfolio
Mutual Funds
₹
Stocks
₹
PPF
₹
EPF
₹
FD / RD
₹
Gold
₹
Real Estate
₹
NPS
₹
To update investment values, edit
~/.openclaw/shared/fintrack/data/manual_assets.json
| Date | Account | Entity | Type | Amount | Merchant | Category | Balance | Ref |
|---|---|---|---|---|---|---|---|---|
| ₹ | ||||||||
| No transactions match | ||||||||
₹
Savings
Bank Transactions
| Date | Account | Type | Amount | Merchant | Category | Balance |
|---|---|---|---|---|---|---|
| ₹ |
₹
Bill due in days ()
Credit Card
| Date | Card | Amount | Merchant | Category |
|---|---|---|---|---|
| ₹ |
Total Portfolio
₹
Mutual Funds
₹
Stocks
₹
Gold Value
₹
Detected Investment Transactions
| Date | Account | Amount | Merchant |
|---|---|---|---|
| ₹ | |||
| No investment transactions detected yet | |||
Recurring SIPs Detected
₹
No recurring patterns detected yet
Total Realized P&L
₹
Equity + F&O • FY 2025-26
Total Charges Paid
₹
STT + Brokerage + GST + etc.
Net P&L (after charges)
₹
Total Trades
Zerodha • Exits only
Segment-wise Realized P&L
| Segment | Trades | Win% | Realized P&L | Charges | Net |
|---|---|---|---|---|---|
| ₹ | ₹ |
🔴 Biggest Losses
-₹
🟢 Biggest Gains
+₹
Monthly Trading P&L
| Month | Trades | Realized P&L | Bar |
|---|---|---|---|
Tax Implications
Intraday/Speculative (Business Income)
₹
STCG @ 20% (post Jul 2024)
₹
LTCG @ 12.5% (above ₹1.25L exemption)
₹
F&O / Non-Equity (Business Income)
₹
💡 STCG/LTCG losses can be carried forward for 8 years. F&O/Intraday losses can offset business income.
File ITR-3 for FY 2025-26. Consult your CA.
Revenue MTD
₹
Kotak Business A/C
Expenses MTD
₹
FY Turnover
₹
Net Profit MTD
₹
SanFire OPC — All Transactions
| Date | Type | Amount | Merchant / Description | Category | Ref |
|---|---|---|---|---|---|
| ₹ | |||||
| No company transactions yet | |||||
Payroll Transactions — SanFire OPC
₹
No payroll entries yet
Salary Credits — Personal
₹
Upcoming Compliance Deadlines
GST Schedule (QRMP)
Q1 Apr–JunGSTR-1 by Jul 13 · 3B by Jul 25
Q2 Jul–SepGSTR-1 by Oct 13 · 3B by Oct 25
Q3 Oct–DecGSTR-1 by Jan 13 · 3B by Jan 25
Q4 Jan–MarGSTR-1 by Apr 13 · 3B by Apr 25
TDS Schedule (Form 26Q)
Q1 Apr–JunFile by Jul 31
Q2 Jul–SepFile by Oct 31
Q3 Oct–DecFile by Jan 31
Q4 Jan–MarFile by May 31
Tax Computation ( — New Regime)
Gross Income (from SMS)
₹
Standard Deduction
− ₹
Taxable Income
₹
Estimated Tax + 4% Cess
₹
Effective Rate
Company Turnover
₹
Tax burden ()
Note: Income is estimated from SMS credits. Verify against Form 26AS & actual salary slips for accurate filing.
New Regime Slabs (FY 2025-26)
Up to ₹3,00,000
NIL
₹3L – ₹7L5%
₹7L – ₹10L10%
₹10L – ₹12L15%
₹12L – ₹15L20%
Above ₹15L
30%
Advance Tax Deadlines
Import Bank Statement PDFs
Drag & drop or select PDF statements. Supports HDFC Bank, Kotak Bank, IDFC FIRST, American Express.
Auto-detects bank from PDF content. All transactions imported into your dashboard instantly.
Auto-detects bank from PDF content. All transactions imported into your dashboard instantly.
📄
Drop PDF statements here
or click to select files
Bank override (optional):
Account type:
📑
Import Complete
Supported Statement Formats
🏦
HDFC Bank
Savings account statement
Credit card statement
Format: Table PDF
Credit card statement
Format: Table PDF
🏦
Kotak Bank
Savings account statement
Business/Current account
Format: Table PDF
Business/Current account
Format: Table PDF
🏦
IDFC FIRST Bank
Savings account statement
Credit card statement
Format: Table PDF
Credit card statement
Format: Table PDF
💳
American Express
Credit card statement
All card variants
Format: Table / text PDF
All card variants
Format: Table / text PDF
How it works: PDFs are processed locally on your Mac Mini — never uploaded to any cloud.
The parser reads transaction tables, auto-detects the bank, and imports all rows into your database with duplicate detection.
Password-protected PDFs: enter the password when prompted in your browser.
💑
Wife's Financial Dashboard
This section will show your wife's bank accounts, credit cards, and investments in the same beautiful format. Once her account access is established, add her SMS sender IDs to BRAIN.md and her accounts will start appearing here automatically.
🏦 Savings Account
💳 Credit Card
📈 Investments
💰 Income Tracking
📊 Spending Analysis
How to activate:
1. Enable SMS forwarding on her phone via Google Messages
2. Add her bank sender IDs to BRAIN.md
3. Update MISSION.md with her account names
4. Run the scraper — her data will flow in automatically
2. Add her bank sender IDs to BRAIN.md
3. Update MISSION.md with her account names
4. Run the scraper — her data will flow in automatically