plasalid 0.6.0 → 0.6.2
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +27 -28
- package/dist/cli/format.js +1 -1
- package/dist/cli/index.js +1 -1
- package/package.json +2 -2
package/README.md
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<h1 align="center">Plasalid</h1>
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<p align="center">
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<strong>The Harness for Personal Finance</strong>
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<strong>The Harness Layer for Personal Finance</strong>
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</p>
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<p align="center">
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Turn your financial documents into structured, insightful, AI-readable context.
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</p>
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<br />
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A unified view of personal financial data is critical. In the US and EU, a financial data aggregator like Plaid empowers most finance apps: one connection, and every app sees the same unified view of your accounts. Most of the world doesn't have that, including Thailand, where there's no such aggregator. All bank data is siloed: knowing where your financial status stands means logging into five bank apps one by one — and with such a steep learning curve, most people just don't bother - and that's why Plasalid emerged
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Data has stayed fragmented for decades. Without a way to bring it together, personal finance remains hard to manage even in the era of AI. Subscriptions stay active long after they're forgotten, unknown charges go unverified, and bank accounts opened years ago drift unchecked.
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Debt may silently grow beyond what any single statement shows, and savings can't be tracked against a complete baseline. Decisions about how to clear debt, where to cut spending, or what you actually own get made on partial information.
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Plasalid
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Plasalid addresses this with a simple founding concept: let users drop all their financial documents — bank statements, credit-card statements, payslips, brokerage statements — onto their own machine, where Plasalid leverages AI to extract every transaction, balance, and holding into a single, structured, double-entry database that serves as context for future processing.
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Moreover, Plasalid comes with a built-in agentic chat that queries the data directly, so questions like which subscriptions are still active, where money went last month, or what your current net worth is can be answered against actual records rather than estimates. You can talk with your money on Plasalid to help you understand your financial situation and plan efficiently.
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- **Encrypted PDFs handled inline.** Statement password-protected? Plasalid prompts you once, remembers the password (AES-GCM at rest) under a filename pattern, and unlocks next month's statement silently.
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The data ledger also serves as a harness, open to any AI agent that connects to it, so the picture you assemble once is reusable across whatever tools you choose to use.
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## Features
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###
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### Unified ledger from any financial documents
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- **Recurrences as first-class data.** Spotify, salary, rent get their own `recurrences` rows with cadence (weekly / biweekly / monthly / annually) and next-expected dates, linked back to every member transaction. Not a UI category — a structured fact any AI consumer can read.
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- **Step-by-step clarification.** Re-poses every scan-noted unknown as one focused question; loops until unknowns are clear or you skip them.
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- **Drop PDFs, get a complete ledger.** Bank statements, credit-card statements, payslips, brokerage statements, and etc. — Plasalid uses AI to parse every transaction, balance, and holding into double-entry ledger.
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- **No aggregator, no per-bank login.** The picture assembles itself from documents you already receive each month. No manual entry. No fragile connector to maintain.
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###
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### Build in AI agent that queries your real data
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- **Ask in plain language.** "Which subscriptions are still active?" "Where did money go last month?" "How much did I spend at Starbucks this year?" "What's my net worth right now?"
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- **Answers from actual records.** Figures, dates, and merchants are drawn straight from double-entry ledger — never an estimate, never invented.
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### Local-first, private, and open as harness
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- **Everything runs on your machine.** AES-256-encrypted SQLite ledger. Fully encrypted sensitive data. No cloud aggregator, no upstream account, no third-party can touch your data.
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- **PII redacted on the way out.** Your names, your identity, phone numbers, and full account/card numbers are scrubbed before any prompt leaves your machine.
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- **Pluggable AI provider.** Anthropic, or any OpenAI compatible local model — pick at setup; local models keep inference 100% offline.
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- **A harness layer for AI agents.** Plasalid's standard double-entry ledger is the baseline data layer — open for extensibility by design.
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## Install
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Run `plasalid --help` to see all available commands.
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```bash
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plasalid # Interactive
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plasalid # Interactive chat with your data
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plasalid setup # Configure API key, encryption, and data directory
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plasalid data # Open the Plasalid data folder in your
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plasalid data # Open the Plasalid data folder in your file explorer
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plasalid accounts # Show the chart of accounts with balances
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plasalid status # Net worth and this-month income/expense totals
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plasalid transactions # List transactions and their postings (filter by --account, --from, --to, --query, --limit)
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## How It Works
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```
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Bank
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Bank · Card · Payslip · Brokerage · Transfer · Receipt
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│
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(drop PDFs)
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│
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│
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plasalid scan / plasalid record
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│
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AI provider (PII-redacted)
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│
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┌──────────▼──────────┐
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│ Encrypted DB │◀──── plasalid resolve
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plasalid
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```
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Two outbound calls: the AI provider during scan, and the AI provider during chat. Both are PII-redacted. Your financial data is never stored off your machine. No telemetry. No analytics.
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Two outbound calls: the AI provider during scan, and the AI provider during chat. Both are PII-redacted. Your financial data is never stored off your machine. The same encrypted ledger is open to external AI agents through a local MCP / API server (coming next). No telemetry. No analytics.
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## Security & Privacy
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package/dist/cli/format.js
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export function banner() {
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return (chalk.cyan("<°(((>< ") +
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chalk.bold("Plasalid") +
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chalk.dim(" ·
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chalk.dim(" · The Harness Layer for Personal Finance"));
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}
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function stripAnsi(str) {
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return str.replace(ANSI_RE, "");
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package/dist/cli/index.js
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}
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program
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.name("plasalid")
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.description("
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.description("The Harness Layer for Personal Finance")
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.version(version)
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.addHelpCommand(false)
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.showHelpAfterError(`Run ${chalk.cyan("plasalid --help")} for the list of commands.`)
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package/package.json
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