About Atlas Finance
A personal finance dashboard built to help you see the full picture.
The Story
Atlas Finance started from a simple frustration: personal finance tools either do too little or make you do too much. Mint shut down. YNAB requires manual entry for everything. Copilot is iOS-only. And none of them help you understand your taxes, maximize your credit card rewards, or track your investments alongside your daily spending.
I wanted a single dashboard that connects all my financial accounts and proactively helps me make better decisions — from auto-detecting tax deductions to alerting me about upcoming bills to showing exactly how much my investment portfolio gained this quarter.
So I built it. Atlas Finance is what happens when a developer gets tired of switching between five different apps to understand their own money.
The Developer
Siddharth Desai
Full-Stack Developer
I design and build Atlas Finance end-to-end — from the database schema and API architecture to the UI components and deployment pipeline. I believe in building tools that solve real problems, shipping fast, and iterating based on actual usage.
What Atlas Finance Does
Bank Connections
Link checking, savings, credit, and investment accounts via Plaid
Tax Intelligence
9 specialized engines that analyze your finances and find tax savings
Investment Tracking
Portfolio holdings, dividends, capital gains, and NIIT calculations
Bill Detection
Auto-detect recurring bills and subscriptions from transactions
Financial Goals
Set savings goals with progress tracking and contribution history
Budget Management
Category-based budgets with real-time spending tracking
Credit Card Rewards
Auto-detect cards and track benefit usage
Crypto Portfolio
Coinbase integration and custom crypto asset tracking
Tech Stack
Next.js 14
App Router with server components
TypeScript
End-to-end type safety
Prisma
Type-safe PostgreSQL ORM
Plaid
Bank account & investment connections
Tailwind CSS
Utility-first styling with dark mode
AWS ECS
Fargate on Graviton (ARM64)
NextAuth.js
Authentication with MFA support
Sentry
Error tracking and performance monitoring
The Mission
Personal finance should not require a finance degree. Atlas Finance exists to make your money understandable at a glance — connecting every account, tracking every transaction, and surfacing insights that help you keep more of what you earn. Whether that means finding a tax deduction you would have missed, reminding you about a bill before it is due, or showing you which credit card to use at the grocery store.