Case study · 08/2026 - Present
Guaca
Multi-currency personal finance and net worth tracker. Accounts, investments, crypto, property and debts in one place, with planning tools for budgets, goals, debt payoff and retirement.
- Built with
- SwiftUI · Kotlin + Jetpack Compose · Next.js · PostgreSQL + Prisma · PowerSync · Better Auth · OpenAI · MCP · RevenueCat
Your whole net worth at a glance
A configurable dashboard that adds up bank accounts, investments, crypto, property and debts across currencies, with liquid and investable breakdowns and the net worth trend over time.
Fast transaction capture
Keypad-first entry, transfers between accounts, automatic category rules, receipt scanning and email capture. Bank statements in PDF are turned into transactions by an LLM pipeline with transfer detection and dedupe.
Spending and reports
Spending by category, income vs. expenses, cash flow and budgets, so you can see where the money goes each month.
Back in time
Daily net worth snapshots let you travel back and see how every asset moved, separating currency effects from real changes.
Connections
Automatic sync with Wise, PayPal, Interactive Brokers, Binance and crypto wallets, plus live prices for stocks, ETFs, crypto and metals.
Retirement planner
Financial independence projections with multi-country tax brackets, scenarios and Monte Carlo simulations.
Guaca AI
A chat assistant that answers questions using your own financial data. The same data is exposed through an OAuth-secured MCP server, so ChatGPT and Claude can work with it as a connector.
