Useful for one-off questions
Some financial questions deserve a temporary tool, not a permanent product feature.
Feature
Build Your Own Finance App With AI
Use Tablewealth as the data layer for AI-built dashboards, reports, transaction explorers, portfolio views, and planning tools.
Built for Codex, Claude Code, and power users who want to create private finance tools without wiring bank and brokerage integrations from scratch.
Useful for repeat workflows
Turn monthly review, portfolio checks, or advisor prep into reusable local apps and dashboards.
Powered by the same workspace
Generated apps can work from the same accounts, holdings, transactions, and assumptions already maintained in Tablewealth.
How it works
A practical workflow, not a generic dashboard.
1
Pick a workflow
Start from a concrete question such as cash-flow review, portfolio concentration, advisor prep, or subscription analysis.
2
Give the builder context
Use Codex, Claude Code, Terminal, or a skill/plugin setup so the assistant understands Tablewealth data shapes.
3
Iterate on the private app
Review the generated app, ask for revisions, and keep the data boundary separate from the interface you are building.
What you can do
Use Tablewealth for the work behind the number.
Portfolio concentration dashboard
Build a custom view of top holdings, allocation drift, cash positions, and account-level exposure.
Advisor review packet
Generate a focused app or memo with net worth, liquidity, debt, holdings, and follow-up questions.
Transaction explorer
Create filters for merchant, category, account, date range, amount, and review status without waiting for a product roadmap.
Try Tablewealth
Start with the workflow. Keep the data layer.
Connect your accounts once, then use the same financial workspace in the native app, live spreadsheets, installed apps, APIs, or AI-assisted tools.
Related workflows
Keep exploring from here.
FAQ
Common questions
What can I build with the AI app builder?
You can build local dashboards, reports, transaction explorers, calculators, portfolio views, review memos, and planning tools on top of Tablewealth data.
Do AI-built apps get direct bank credentials?
No. Apps build on Tablewealth-controlled data and APIs rather than receiving bank credentials or open-ended provider access.
Can I use demo data first?
Yes. App-builder workflows can start from demo data or connected account data depending on the review and privacy needs of the workspace.