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AI Financial Intelligence · Full-Stack SaaS · Gamification2026

WEALTHLOOP

“Gamified Net-Worth Operating System & AI Financial Intelligence Platform”

Role

Solo Developer (TaskDrift Product)

Stack
Next.js 14TypeScriptSupabaseGoogle Gemini 2.5 AI SDKTailwind CSSFramer MotionRechartsRazorpayResend
Status

Live (Portfolio / Demo)

Overview

WealthLoop is a gamified net-worth operating system and AI financial intelligence platform built solo end-to-end by TaskDrift.

Net-worth trackers traditionally suffer from two flaws: privacy-invasive screen scrapers that constantly break, or manual spreadsheets people abandon within a week. WealthLoop solves both by pairing AI-parsed statement and screenshot imports (no bank credentials required) with a behavioral gamification engine (XP, streaks, levels, leaderboards) that makes daily financial logging frictionless and habit-forming.

Built as a full-stack AI SaaS capability showcase, WealthLoop demonstrates multi-modal document OCR using Google Gemini 2.5 SDK, strict Row-Level Security in Supabase Postgres, real-time portfolio analytics with Recharts, compound wealth velocity simulation, and automated subscription monetization via Razorpay.

Screenshots

Key Features

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AI Financial Intelligence Engine — Bank statement & portfolio OCR parser supporting PDF, CSV, and app screenshots using Google Gemini 2.5 SDK. Auto-categorizes transactions, balances totals, and parses free-text holdings into structured accounts with tier-gated quotas.
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Gamification & Behavioral Engine — XP formula (+50 logging, +25 streak, +100 holdings), 10-level progression system (Financial Novice to Titan), private friends streak leaderboards, and unlockable badges.
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Wealth Velocity Simulator — Real-time net-worth sparklines, asset allocation matrix via Recharts, and interactive compound interest / FIRE calculator with real-time projection sliders.
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Subscriptions & Automated Billing — Foundation (Free), Growth, and Legacy pricing tiers integrated with Razorpay payment webhooks, automated invoice receipts via Resend, and server-side tier provisioning.
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Zero-Credential Security Model — Built on Supabase Postgres with strict Row-Level Security (RLS). Balances and statements are parsed from user uploads with zero third-party telemetry or bank credential storage.
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SEO / AEO / GEO Optimization — Production-ready JSON-LD structured schemas, llms.txt integration, dynamic PWA manifest, and OpenGraph metadata for search and AI engine discoverability.

Tech Deep Dive

WealthLoop is architected using Next.js 14 App Router with TypeScript, establishing a clean separation between UI components, server logic, and API routes. The AI statement engine leverages the @google/genai SDK to execute multimodal analysis over uploaded PDF statements, CSV exports, and app screenshots—extracting accounts, holdings, and transactions into normalized JSON schemas. Database security is enforced using Supabase Postgres with strict Row-Level Security (RLS) scoped to auth.uid(), preventing cross-tenant data leaks. Subscription payments are handled via Razorpay SDK + webhooks for real-time tier provisioning and transactional email receipts via Resend.

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