Dashboard Overview

AI-powered insights and financial optimization at your fingertips

Total Balance
$42,567.89
3.2%
AI Savings
$1,234.56
28.7%
Monthly Expenses
$3,456.78
5.4%
Investment Growth
$12,345.67
8.9%

Cash Flow Analysis

AI-powered cash flow predictions and historical trends

Projected Balance

$45,678.90

AI Savings Potential

$567.89

Recent Transactions

Amazon Purchase

Shopping • Today

-$89.99

Chase Sapphire

Salary Deposit

Income • Yesterday

+$5,678.90

Chase Checking

Starbucks Coffee

Food & Drink • Yesterday

-$4.75

Apple Pay

Electric Bill

Utilities • 2 days ago

-$78.34

Bank of America

AI Optimization

Smart recommendations to maximize your finances

Switch Payment Method

Use Chase Sapphire for 3% cash back on this purchase

Potential Savings: $12.45

Delay Payment

Pay credit card bill 3 days later to optimize cash flow

Potential Savings: $5.67

Transfer Balance

Move $2,000 to high-yield savings for better returns

Potential Earnings: $34.56/year

Account Summary

Your connected financial accounts

Chase Checking

•••• 5678

$12,345.67

Updated 2h ago

Chase Sapphire

•••• 9012

$2,345.67

Updated 1h ago

Ally Savings

•••• 3456

$15,678.90

Updated 4h ago

Fidelity Investments

•••• 7890

$12,345.67

Updated 1d ago

Security Status

Your account protection level

Protection: Strong

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