AI Chatbot¶

An AI-powered financial assistant that lets you explore your data through natural language conversation.

Model¶

• GPT-4o-mini via OpenAI API
• Context builder assembles relevant financial data (recent transactions, budgets, net worth) into the system prompt
• Conversation history maintained per session

Capabilities¶

• Answer questions about spending, budgets, and trends
• Generate inline visualizations (bar charts, pie charts, tables)
• Suggest follow-up questions (clickable green pills)
• Link to relevant pages (e.g., "View your Sankey diagram →")

Example Queries¶

"How much did I spend on food last month?"

"What's my savings rate this year?"

"Show me my top 5 expense categories as a chart"

"Am I on track with my grocery budget?"

Response Format¶

The chatbot returns structured JSON:

{
  "message": "You spent $1,234 on food last month...",
  "visualization": {
    "type": "bar",
    "data": { ... }
  },
  "suggested_questions": [
    "How does that compare to the month before?",
    "What merchants do I spend the most at?"
  ]
}

UI¶

• Chat widget — Floating bottom-right, CSS-based positioning (refactored from inline styles)
• 4 resize modes: Small ▫ | Half-vertical ◧ | Half-horizontal ⬓ | Fullscreen ⬜
• Thinking animation — Sprouting seed animation while waiting for response
• Inline charts — Chart.js rendered directly in chat bubbles

Security¶

• 7 prompt injection payloads tested and blocked
• User data isolation — chatbot only sees the authenticated user's data
• API key stored server-side, never exposed to frontend
• Rate limiting per user session