Fortuna
A personal-finance workspace connecting accounts, cashflow, contracts, assets, and net worth, with a scoped assistant interface.
Fortuna brings financial records that normally live in separate tools into one application. Accounts, transactions, subscriptions, contracts, assets, debts, and investments feed a shared view of cashflow and net worth.
What it does
- Imports transactions through CSV or authorized bank connections, with a central write path for deduplication, categorization, transfers, and balances.
- Tracks recurring costs, encrypted contract documents, asset valuations, and changes in net worth over time.
- Provides a Copilot and scoped MCP access through the same validated services, with external actions kept behind separate authorization boundaries.
Engineering
A TanStack Start application with typed oRPC procedures, PostgreSQL, and Drizzle. Monetary amounts use integer minor units and explicit currencies. Provider credentials and documents are encrypted; authentication is limited to the owner.
Source and access
The source is public and all rights are reserved. This is a private application, not a public financial service. The repository screenshots use fictional demonstration data.