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personal-cfo

Deterministic CLI that turns bank statements into monthly financial statements and retirement projections

DesktopfreeTaiwan

personal-cfo is a command-line tool that turns a user's own bank statement exports into a monthly income statement, balance sheet, and a deterministic retirement-projection report, with a glide path that shifts asset allocation as the user ages. It requires comfort with the command line and editing a config file, and is aimed at technical users who want provable, non-AI financial calculations rather than a SaaS app.

Categories
personal financeretirement planning

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