fin-intel
Auto-generated from project docs
North Star
Booklet Status
| Phase/Booklet | Status | Branch | Notes |
|---|---|---|---|
| Research | COMPLETE | N/A | RESEARCH-115 + 118 |
| Phase 0: Validation | IN PROGRESS | N/A | CPA conversation + provider migration |
| B1: Core + Crypto | PLANNED | booklet/fin-intel-b1 | Schema, API, Kraken, Telegram |
| B2: Banking + AU Tax | PLANNED | booklet/fin-intel-b2 | Wise, CGT calculator |
| B3: AI Analysis | PLANNED | booklet/fin-intel-b3 | Daily digest, anomaly detection |
| B4: Investments + Super + BAS | PLANNED | booklet/fin-intel-b4 | IBKR, Sharesight, super, BAS prep |
| B5: Dashboard + Polish | PLANNED | booklet/fin-intel-b5 | React UI, budget tracking |
| B6: Open Source Release | PLANNED | booklet/fin-intel-b6 | GitHub, docs, r/fiaustralia launch |
Recent Decisions
| Date | Decision | Rationale |
|---|---|---|
| ------ | ---------- | ----------- |
| 2026-03-30 | Project kickstarted as Bucket C | Personal tooling research phase |
| 2026-03-30 | Promoted to Bucket B (Path B) | Build for self, architecture for product. CPA friend = validation shortcut. |
| 2026-03-30 | Provider stack: Wise + IBKR + Kraken + Xero + Sharesight | First-principles: move to API-first providers. RESEARCH-115. |
| 2026-03-30 | Up Bank rejected | User saw negative reviews. Wise has read+write API (Up is read-only). |
| 2026-03-30 | Don't be a bank | Every AU consumer neobank with own ADI licence is dead. RESEARCH-118. |
| 2026-03-30 | Odoo model: open-source core, AU-native modules | Zero open-source competition for AU CGT, super, BAS. First mover. |
| 2026-03-30 | Tax season 2026 (July-Oct) = launch window | r/fiaustralia + r/AusFinance distribution. CGT calculator as wedge. |
| 2026-03-30 | CPA friend validates tax modules | Professional validation before public release. Gate 4 shortcut. |
| 2026-03-30 | Revenue gate: 2 months post-release | Paying users or reclassify to Bucket C. |
Source: /root/projects/fin-intel/