Most recently, we added support for benchmarking (create custom dashboards tracking nav and value chart of subsets of your portfolio) and us stocks, etfs etc.
I wrote about benchmarking here: https://finbodhi.com/docs/blog/benchmark-scenarios
NOTE: you can try demo without signup, but it doesn't work in Firefox Incognito mode.
Only downside is manually importing documents, but there isn't any other way, really, without giving up your data to Plaid or another service.
This sounds like my current "phase" of AI coding. I have had so many project ideas for years that I can just spec out, everything I've thought about, all the little ideas and details, things I only had time to think about, never implement. I then feed it to Claude, and watch it meet my every specification, I can then test it, note any bugs, recompile and re-test. I can review the code, as you would a Junior you're mentoring, and have it rewrite it in a specific pattern.
Funnily enough, I love Beads, but did not like that it uses git hooks for the DB, and I can't tie tickets back to ticketing systems, so I've been building my own alternative, mine just syncs to and from github issues. I think this is probably overkill for whats been a solved thing: ticketing systems.
[0]: https://github.com/Priivacy-ai/spec-kitty