| --- |
| title: Grip Backend |
| emoji: 💰 |
| colorFrom: green |
| colorTo: blue |
| sdk: docker |
| app_port: 7860 |
| --- |
| |
| # GRIP |
|
|
| > **Autonomous Financial Intelligence.** |
|
|
| An AI-powered personal platform that transforms your inbox into a complete financial intelligence system. Track spending, forecast expenses, grow investments—all while keeping your data private and secure. |
|
|
| **🎯 The Only Platform in India That Shows If Your SIP Date is Costing You Money.** |
|
|
| Import your Consolidated Account Statement (CAMS, KFin, MFCentral) in 60 seconds. Discover if switching your SIP date could earn you thousands more. No other platform does this. |
|
|
| [](https://fastapi.tiangolo.com) |
| [](https://reactjs.org) |
| [](https://www.postgresql.org) |
|
|
| --- |
|
|
| ## 🌟 What Makes Grip Different |
|
|
| ### 💰 Know Your True Spending Power |
| - **Safe-to-Spend Engine**: See what you can *actually* spend after bills, credit cards, and commitments—not just your bank balance. |
| - **Real-Time Intelligence**: Automatically accounts for unpaid bills, upcoming rent, and unbilled credit card purchases. |
| - **Predictive Budgeting**: Includes projected recurring expenses ("Surety") before they even arrive. |
|
|
| ### 🎯 Timing Alpha: The Only Platform for Precision Wealth Analytics |
| Most investment apps are "lazy"—they show you generic fund returns or XIRR calculated with approximate dates. Grip is built for the precision-obsessed investor. |
|
|
| **The "Average" Problem with Other Platforms:** |
| - ❌ **Lazy Pricing**: Use month-end NAVs or weekly averages to calculate your returns. |
| - ❌ **Generic XIRR**: Show you a number that assumes your transactions happened at a "standard" time. |
| - ❌ **The Blind Spot**: No insight into whether your SIP date is actually helping or hurting you. |
|
|
| **The Grip Precision Advantage:** |
| - ✅ **Day-Specific NAV**: We fetch the *exact* NAV of the day your transaction hit the bank. If you invest on the 7th, we calculate parity with the 7th, not a "monthly average". |
| - ✅ **Timing Leakage Analysis (WORLD FIRST)**: We analyze every SIP you've ever made and cross-reference them with the volatility schedules of that specific fund. |
| - ✅ **What-If Date Simulation**: Grip simulates your entire investment history against every other day of the month (1st to 28th) to determine if a simple change in your salary-cycle could yield an extra 1-2% in "Timing Alpha". |
|
|
| **Why this is a Big Deal:** |
| Mutual Fund NAVs fluctuates daily. An investor who does a SIP on the 10th vs. the 15th might see a **1.5% difference in lifetime XIRR** for the exact same fund. Most platforms hide this "Timing Leakage." Grip exposes it and shows you how to fix it. |
|
|
| > **Our Finding says:** No other retail investment platform in India—not Zerodha Coin, INDMoney, or Groww—performs historical date-permutation analysis on your *actual* transactions to optimize your future returns. |
|
|
| ### 🛡️ Frictionless, Private Onboarding |
| While others make you wait for "syncs" or manual entries, Grip is built to get you from zero to "Deep Insights" in under a minute. |
|
|
| - **Universal Statement Import**: Upload your Consolidated Account Statement (CAS) from CAMS, KFin, or MFCentral. We reconstruct your entire investment life—identifying SIPs, step-ups, and even "missed" months—instantly. |
| - **Step-Up & Skip Detection**: We don't just show total units; we map the *evolution* of your discipline. See exactly when you increased your SIPs and where you missed a beat. |
| - **Privacy-First Intelligence**: All your data is processed with local sanitization. Your bank details and PAN are masked *before* our analysis engines ever touch the data. |
|
|
| ### 📊 Professional-Grade Portfolio Simulation |
| - **AI-Powered Forecasting**: We use Facebook Prophet (the same engine used by data scientists for revenue forecasting) to project your portfolio 10-20 years into the future with realistic confidence intervals. |
| - **Simulation Mode**: Instantly see how a ₹2,000 "Step-Up" in your monthly SIP today changes your net worth 15 years from now. |
| - **Email-to-Wealth Pipeline**: Once imported, Grip auto-extracts your future buys from your bank alert emails. No more manual tracking. |
| - **Precision XIRR**: Calculated using the Newton-Raphson method for accurate annualized returns based on daily cashflows. |
| - **Timing Leakage Reports**: Detailed breakdown of how much "extra" money you could have made by simply shifting your SIP date. |
|
|
| ### 🤖 Hybrid Intelligence — Fast, Private, Reliable |
| - **Local LLM Engine (Primary)**: A high-privacy, zero-cost LLM (SmolLM2-1.7B) runs natively on your server for extraction. With 2048-token(configurable) context window handles even the longest transaction alerts. |
| - **Semantic Email Compression**: Inspired by LLMLingua-2, Grip semantically strips 60-70% of email boilerplate (disclaimers, etc.) while preserving high-signal transaction data, ensuring 2x-3x faster and more reliable extraction. |
| - **KV Cache Optimization**: Prompts are reordered to put static context at the top, allowing the local LLM to cache instruction states and significantly speed up batch processing of multiple emails. |
| - **Rule Engine (Secondary)**: A deterministic, zero-latency pattern-matching engine handles common Indian bank email formats. |
| - **Automatic Transaction Extraction**: Connect Gmail once; transactions are extracted from bank alerts automatically. |
| - **Webhook Sync Optimization**: Intelligent 5-second debouncing and concurrency guards prevent redundant syncs from batch emails. |
| - **Autonomous Notification Engine**: Scheduled email alerts for Gmail disconnection, surety bill reminders, and spending insights. |
| - **Hybrid Forecasting**: Combines Meta Prophet (statistical) + Local LLM (contextual) to predict month-end expenses. |
| - **Smart Learning**: Remembers your merchant preferences, auto-categorizes future transactions. |
| - **Multi-Layer Spam Filter**: Sender whitelist + subject gates + body signals distinguish real transactions from marketing emails. |
| ### 🔒 Privacy Built-In, Not Bolted-On |
| - **100% On-Server Extraction**: Local LLM (SmolLM2-1.7B) runs natively on our server. Your financial data **never leaves your infrastructure** for extraction. |
| - **Real-Time Privacy**: Gmail webhooks (via Google Pub/Sub) trigger immediate, secure parsing. |
| - **Sanitization Before Processing**: PAN, Aadhaar, and Credit Card numbers are masked *before* the LLM even sees them, providing double-layered privacy. |
| - **No Data Selling**: Your financial data stays yours. Period. |
| - **Self-Hostable**: Open architecture—you control the deployment and data. |
| - **Read-Only Gmail**: OAuth 2.0 with minimal scopes; we can't send or modify your emails. |
|
|
| --- |
|
|
| ## ⚡ Zero-Effort Automation |
| - **One-Click Sync**: Connect Gmail → Transactions flow in automatically |
| - **Smart Deduplication**: SHA-256 hashing ensures no duplicate transactions |
| - **Background Processing**: Email parsing happens async—never blocks your UI |
| - **Merchant Intelligence**: Auto-learns from your verifications, gets smarter over time |
| - **Daily Price Sync**: Scheduled job updates investment NAVs every evening at 9 PM IST |
|
|
| --- |
|
|
| ## 🚀 How It Works |
|
|
| Grip processes your financial data through a sophisticated, privacy-preserving pipeline: |
|
|
| ``` |
| ┌─────────────────────────────────────────────────────────────────┐ |
| │ 1. EMAIL INGESTION (3 Methods) │ |
| │ • OAuth Sync: Gmail API fetch (manual/scheduled) │ |
| │ • Webhook Push: Real-time via Google Apps Script │ |
| │ • Manual Entry: Cash/other transactions (auto-verified) │ |
| └────────────────────────┬────────────────────────────────────────┘ |
| ↓ |
| ┌─────────────────────────────────────────────────────────────────┐ |
| │ 2. PRIVACY SANITIZATION (LOCAL) │ |
| │ Regex Engine → Masks PII → Safe for AI processing │ |
| │ • Credit Card: 💳 ****-****-XXXX-1234 │ |
| │ • Aadhaar: 🆔 XXXX-XXXX-5678 │ |
| │ • UPI ID: 👤 <email>@*** │ |
| └────────────────────────┬────────────────────────────────────────┘ |
| ↓ |
| ┌─────────────────────────────────────────────────────────────────┐ |
| │ 3. AI EXTRACTION (Local SmolLM2-1.7B) │ |
| │ Natural Language → Structured JSON │ |
| │ "Rs 1,250 debited from Card ending 4521 at Swiggy" │ |
| │ ↓ │ |
| │ { amount: 1250, merchant: "Swiggy", │ |
| │ category: "Food & Dining", account: "CREDIT_CARD" } │ |
| └────────────────────────┬────────────────────────────────────────┘ |
| ↓ |
| ┌─────────────────────────────────────────────────────────────────┐ |
| │ 4. SMART DEDUPLICATION │ |
| │ SHA-256 Hash → Check Database → Skip if exists │ |
| └────────────────────────┬────────────────────────────────────────┘ |
| ↓ |
| ┌─────────────────────────────────────────────────────────────────┐ |
| │ 5. INVESTMENT DETECTION & MAPPING │ |
| │ "ICICI Pru SIP ₹5000" → Match Rule → Fetch NAV → Add Units │ |
| │ Auto-creates snapshots for portfolio tracking │ |
| └────────────────────────┬────────────────────────────────────────┘ |
| ↓ |
| ┌─────────────────────────────────────────────────────────────────┐ |
| │ 6. MERCHANT INTELLIGENCE │ |
| │ User Verification → Create Mapping → Future Auto-categorize │ |
| │ "SWIGGY*BANGALORE" → Clean: "Swiggy" → Category: Food │ |
| └────────────────────────┬────────────────────────────────────────┘ |
| ↓ |
| ┌─────────────────────────────────────────────────────────────────┐ |
| │ 7. PREDICTIVE FORECASTING │ |
| │ Historical Data → Prophet/Local LLM → Month-end burden prediction│ |
| │ "Expected ₹12,500 in remaining expenses (18 days left)" │ |
| └────────────────────────┬────────────────────────────────────────┘ |
| ↓ |
| │ 8. AUTONOMOUS NOTIFICATIONS │ |
| │ • Gmail Connection Alerts: Instant email if OAuth expires │ |
| │ • Surety Reminders: Morning-of alerts for big recurring bills │ |
| │ • Weekly Insights: Smart alerts for Category spending spikes │ |
| └────────────────────────┬────────────────────────────────────────┘ |
| ↓ |
| ┌─────────────────────────────────────────────────────────────────┐ |
| │ 9. ACTIONABLE INSIGHTS & DASHBOARD │ |
| │ • Safe-to-Spend = Balance - (Bills + CC + Buffer) │ |
| │ • Wealth Trajectory: Historical + 10Y AI forecast │ |
| │ • Investment XIRR: Annualized returns per asset │ |
| │ Visual dashboard with spending trends and recommendations │ |
| └─────────────────────────────────────────────────────────────────┘ |
| ``` |
|
|
| --- |
|
|
| ## ✨ Key Features |
|
|
| ### 💰 Safe-to-Spend Intelligence (Core USP) |
|
|
| **The Number That Matters Most** |
|
|
| Forget checking your bank balance—Grip shows you what you can *actually* spend without stress. |
|
|
| **Intelligent Calculation:** |
| ``` |
| Safe-to-Spend = Current Balance |
| - Unpaid Bills |
| - Projected Recurring Bills (Surety) |
| - Current Unbilled Credit Card Expenses |
| - Configurable Safety Buffer (default 10%) |
| ``` |
|
|
| **Real-World Example:** |
| ``` |
| Bank Balance: ₹45,000 |
| - Rent (due in 5 days): -₹15,000 |
| - Utilities (projected): -₹2,500 |
| - Unbilled CC purchases: -₹8,200 |
| - Safety Buffer (10%): -₹1,930 |
| ───────────────────────────────────── |
| Safe-to-Spend: ₹17,370 ✅ |
| ``` |
|
|
| **Visual Health System:** |
| - 🔴 **Negative**: Overdrawn (immediate action required) |
| - 🟠 **Critical**: < ₹1,000 (extremely tight budget) |
| - 🟡 **Warning**: ₹1,000 - ₹3,000 (limited spending room) |
| - 🟢 **Healthy**: > ₹3,000 (comfortable spending capacity) |
|
|
| **Why This Matters:** |
| - **Prevents Overspending**: Accounts for committed expenses before they hit |
| - **Reduces Anxiety**: One number tells you your true spending power |
| - **Builds Buffer**: Automatic safety margin prevents living paycheck-to-paycheck |
| - **Predictive**: Includes projected bills, not just current ones |
|
|
| ### 📈 Investment Intelligence Platform (NEW!) |
|
|
| **Automated Wealth Tracking** |
|
|
| Transform your investment expenses into a live-tracked portfolio with zero manual work. |
|
|
| **Email-to-Wealth Pipeline:** |
| ``` |
| ① Bank Email: "SIP ₹5,000 debited for ICICI Pru Bluechip" |
| ② Auto-Detection: Investment category + merchant pattern match |
| ③ Smart Linking: Checks if asset exists in portfolio |
| - If New: Creates new holding |
| - If Existing: Appends transaction to history |
| ④ NAV Fetch: Historical price on transaction date (mfapi.in) |
| ⑤ Unit Calculation: ₹5,000 / ₹45.23 = 110.52 units |
| ⑤ Snapshot Created: Portfolio updated with new units |
| ⑥ XIRR Recalculated: Annualized returns refreshed |
| ⑥ Portfolio Update: Total units increased, XIRR recalibrated |
| ``` |
|
|
| **🆕 Universal Statement Import (Instant Onboarding):** |
| - **Broad Support**: Import statements from CAMS, KFin, or MFCentral |
| - **Format Agnostic**: Supports both CSV and Excel formats |
| - **Bulk Processing**: Import years of transactions in seconds |
| - **Auto-Detection**: Automatically identifies SIP patterns vs lump sum |
| - **Step-Up Tracking**: Detects when SIP amount increases (e.g., ₹5k → ₹7k) |
| - **Skip Detection**: Identifies missed SIP months with gap analysis |
| - **Smart Metadata**: Stores change percentages, skip reasons, historical patterns |
| - **Zero Manual Work**: Auto-creates holdings, fetches historical NAVs, calculates units |
| - **Preview Before Import**: Review all transactions before committing |
|
|
| **🎯 SIP Date-Specific Performance Analysis (UNIQUE USP!):** |
|
|
| *No other platform in India offers this!* |
|
|
| **What Others Show:** |
| - ❌ Generic monthly average returns |
| - ❌ Hypothetical "if you invested on 1st Jan every year" |
| - ❌ Fund-level performance only |
|
|
| **What Grip Shows:** |
| - ✅ **YOUR Actual SIP Dates**: Analyzes your real purchase dates (e.g., 15th of every month) |
| - ✅ **Alternative Date Comparison**: Simulates 6 alternative dates (1st, 5th, 10th, 15th, 20th, 25th) |
| - ✅ **Exact NAV on Your Dates**: Fetches historical NAV for your specific purchase days |
| - ✅ **Potential Improvement**: Shows how much more you could have earned with different dates |
| - ✅ **Historical Win Rate**: "10th-date SIPs outperformed 15th in 16/24 months (67%)" |
| - ✅ **AI Insights**: "Switching to 10th could earn you ₹1,100 more (4.4% better)" |
| - ✅ **Optimization Recommendations**: Actionable suggestions for future SIPs |
|
|
| **Example Analysis:** |
| ``` |
| Your SIP Date: 15th of every month |
| Your Performance: |
| • Total Invested: ₹1,20,000 |
| • Current Value: ₹1,45,000 |
| • Returns: +₹25,000 (20.8%) |
| • XIRR: 12.5% |
| |
| Best Alternative: 10th of every month |
| • Returns: +₹26,100 (21.8%) |
| • XIRR: 13.2% |
| • Improvement: ₹1,100 (0.9% better) |
| |
| 💡 Insight: "Your 15th date SIP performed well, but switching |
| to 10th could have earned you ₹1,100 more. Consider adjusting |
| your SIP date for future investments." |
| ``` |
|
|
| **Live Market Sync:** |
| - **Daily Price Updates**: Scheduled job at 9:00 PM IST |
| - **Mutual Funds**: NAV from mfapi.in (India's official MF API) |
| - **Stocks**: Real-time prices via yfinance |
| - **Auto-Snapshots**: Daily value tracking for Prophet forecasting |
|
|
| **Professional-Grade Analytics:** |
| - **XIRR Calculation**: scipy.optimize.newton for accurate annualized returns |
| - **Historical Performance**: Complete transaction history with date-wise snapshots |
| - **Asset-Level Drill-Down**: Click any holding to see detailed growth chart + SIP analysis |
| - **Portfolio Aggregation**: Net worth, total invested, absolute returns |
| - **Step-Up/Skip Visualization**: Timeline showing SIP changes and missed months |
|
|
| **AI-Powered Forecasting:** |
| - **Facebook Prophet**: Statistical time-series analysis on daily snapshots |
| - **10-20 Year Projections**: Confidence intervals with upper/lower bounds |
| - **Simulation Mode**: Adjust monthly SIP, see instant forecast updates |
| - **Category Breakdown**: Equity, Debt, Liquid, Fixed Income allocation |
|
|
| **Supported Asset Types:** |
| - ✅ **SIP** (Systematic Investment Plans) - *with date optimization* |
| - ✅ **Mutual Funds** (Lump sum) |
| - ✅ **Stocks** (Equity holdings) |
| - ✅ **FD/RD** (Fixed/Recurring Deposits - manual input) |
| - ✅ **PF/Gratuity** (Retirement accruals - formulaic) |
| - ✅ **Gold, Real Estate** (Manual tracking) |
|
|
| **Human-in-the-Loop:** |
| - **Statement Import**: Upload consolidated statement (CAMS/KFin/MFCentral) for instant portfolio creation |
| - **Transaction Linker**: Manually map undetected investment transactions |
| - **Mapping Rules**: Create patterns for future auto-detection |
| - **Adjustments**: Override AI suggestions, edit units/prices |
| - **Add Holdings**: Manually add assets not tracked via email |
|
|
| **Future-Proof:** |
| - **Tax Engine Placeholder**: Ready for LTCG/STCG calculations |
| - **Multi-Asset Support**: Extensible for crypto, bonds, commodities |
| - **Consolidated View**: Liquid cash + Fixed income + Market-linked in one dashboard |
| - **Multi-Fund Optimization**: Find best SIP dates across entire portfolio (coming soon) |
|
|
| ### 🧠 AI-Powered Intelligence |
|
|
| **Automatic Transaction Extraction** |
| - Connects to Gmail via OAuth 2.0 (read-only) |
| - AI parses bank alerts, credit card statements, UPI confirmations |
| - Extracts: Amount, Merchant, Category, Account Type, Date |
| - Natural language processing handles different email formats |
| - Works with major Indian banks (ICICI, HDFC, SBI, Axis, Kotak, and others) |
|
|
| **Hybrid Forecasting Engine** |
| - **Meta Prophet**: Statistical time-series analysis of daily spending patterns |
| - **Groq LLM**: Category-level breakdowns with contextual reasoning |
| - "Food & Dining trending 20% higher: 4 weekend restaurant visits vs 2 last month" |
| - "Expected ₹12,500 in remaining expenses (18 days left in month)" |
| - Predicts month-end spending based on historical patterns |
| - Adapts to seasonal patterns, holidays, and lifestyle changes |
|
|
| **Merchant Intelligence & Memory** |
| - First time: "SWIGGY*BANGALORE127" → AI suggests "Food & Dining" |
| - You verify: "Food & Dining > Online Food" |
| - Forever after: "SWIGGY*" auto-categorized as "Food & Dining > Online Food" |
| - Learns from every verification, gets smarter over time |
| - Clean merchant names (no more cryptic transaction descriptions) |
|
|
| ### 💳 Credit Card Lifecycle Management |
|
|
| **Comprehensive Card Tracking** |
| - Register unlimited credit cards with billing details |
| - Tracks: Card name, last 4 digits, statement date, payment due date, credit limit |
| - Automatic billing cycle calculation (current cycle, days remaining) |
| - Real-time unbilled amount in current cycle |
| - Credit utilization monitoring (% of limit used) |
|
|
| **Billing Cycle Intelligence** |
| ``` |
| HDFC Regalia Gold (••1234) |
| ─────────────────────────────────── |
| Statement Date: 15th (every month) |
| Payment Due: 25th (every month) |
| Current Cycle: Jan 16 - Feb 15 |
| Days to Statement: 12 days |
| ─────────────────────────────────── |
| Unbilled Amount: ₹8,247 |
| Credit Limit: ₹3,00,000 |
| Utilization: 2.7% ✅ |
| ``` |
|
|
| **Smart Alerts & Predictions** |
| - "Cycle closes in 5 days: ₹8,247 unbilled" |
| - "Estimated bill: ₹8,500 (based on current trend)" |
| - "Payment due in 10 days: ₹12,340" |
| - Prevents surprise bills by tracking unbilled amounts in real-time |
|
|
| **Transaction Linking** |
| - Link each transaction to specific credit card |
| - Accurate per-card spending tracking |
| - Prevents overspending within billing cycle |
| - Helps optimize card usage across multiple cards |
|
|
| ### 📋 Bill Management & "Surety" Intelligence |
|
|
| **Bill Tracking** |
| - Create one-time or recurring bills |
| - Set due dates and payment amounts |
| - Mark bills as paid/unpaid |
| - View upcoming bills (next 7/30/60 days) |
| - Payment reminders |
|
|
| **Surety Bills (Predictable Expenses)** |
|
|
| The secret sauce for accurate Safe-to-Spend calculation. |
|
|
| **What is "Surety"?** |
| Predictable, recurring expenses that you *know* are coming: |
| - Rent (every 1st of month) |
| - Electricity/Water (monthly) |
| - Internet/Phone bills |
| - Insurance premiums |
| - Subscriptions (Netflix, Spotify, etc.) |
| - Society maintenance |
|
|
| **How It Works:** |
| ``` |
| ① Mark bill as "Surety" (predictable recurring) |
| ② Grip automatically projects next occurrence |
| ③ Amount included in Safe-to-Spend calculation |
| ④ Even if not yet billed, it's accounted for |
| ``` |
|
|
| **Example:** |
| ``` |
| Rent: ₹15,000 (Surety, due 1st of every month) |
| Today: Jan 20 |
| Next Due: Feb 1 (12 days away) |
| |
| Safe-to-Spend: Already reduced by ₹15,000 |
| Result: Prevents overspending before rent is due ✅ |
| ``` |
|
|
| **Frozen Funds Breakdown:** |
| ``` |
| ┌────────────────────────────────────────┐ |
| │ Frozen Funds: ₹25,700 │ |
| ├────────────────────────────────────────┤ |
| │ • Unpaid Bills: ₹10,500 │ |
| │ • Projected Surety: ₹12,000 │ |
| │ • Unbilled CC: ₹3,200 │ |
| └────────────────────────────────────────┘ |
| ``` |
|
|
| ### 🎯 Financial Goals |
|
|
| **Goal Setting & Tracking** |
| - Set savings goals with target amounts and deadlines |
| - Track progress towards each goal |
| - Visual progress indicators |
| - Automatic calculation of monthly savings needed |
| - Integration with Safe-to-Spend (optional goal reserves) |
|
|
| **Goal Types:** |
| - Emergency Fund |
| - Vacation |
| - Gadget Purchase |
| - Down Payment |
| - Custom Goals |
|
|
| **Smart Recommendations:** |
| - "Save ₹8,500/month to reach ₹1,00,000 goal by December" |
| - "You're 45% towards your iPhone fund!" |
| - "Adjust Safe-to-Spend buffer to include goal savings" |
|
|
| ### 📊 Advanced Analytics |
|
|
| **Variance Analysis** |
| - Month-to-date vs last month comparison |
| - Category-level spend changes with % metrics |
| - "You spent 23% more on Food & Dining this month (₹8,500 vs ₹6,900)" |
| - Trend detection: "Entertainment spending doubled" |
| - Visual charts showing spend distribution |
|
|
| **Spend Categorization** |
| - 20+ default categories (Food & Dining, Shopping, Transport, etc.) |
| - Hierarchical subcategories (e.g., Food > Restaurants, Groceries, Online Food) |
| - Custom tag system for personal organization (#business, #vacation, #medical) |
| - Pie charts, bar graphs, trend lines |
| - Export category reports |
|
|
| **Monthly Summary Dashboard** |
| - Total income vs expenses |
| - Category-wise breakdown |
| - Top merchants |
| - Largest transactions |
| - Spending trends over time |
|
|
| ### 🔄 Automated Email Sync |
|
|
| **Gmail Integration (Zero Manual Work)** |
| - One-click OAuth 2.0 connection (read-only access) |
| - Searches inbox for transaction keywords automatically: |
| - "spent", "debited", "transaction", "alert", "paid", "credited" |
| - Processes bank alerts, credit card statements, UPI confirmations |
| - Background sync (doesn't block UI) |
| - Deduplication (SHA-256 hash prevents duplicate transactions) |
|
|
| **Sync Features:** |
| - **Manual Trigger**: Click "Sync Now" anytime for instant update |
| - **Connection Status**: See last sync time, total transactions imported |
| - **Sync History**: Complete log with status, errors, records processed |
| - **Easy Disconnect**: One-click disconnect, reconnect anytime |
| - **Format-Agnostic**: Works with different email formats via natural language AI |
|
|
| **Supported Email Types:** |
| ``` |
| ✅ Bank transaction alerts (ICICI, HDFC, SBI, etc.) |
| ✅ Credit card alerts (Statement generated, payment due) |
| ✅ UPI payment confirmations (GPay, PhonePe, Paytm) |
| ✅ Debit card purchases (POS transactions) |
| ✅ NEFT/RTGS/IMPS alerts (Fund transfers) |
| ✅ Wallet transactions (Paytm, Mobikwik) |
| ✅ Investment confirmations (SIP, MF purchases) |
| ``` |
|
|
| ### 🔐 Privacy & Security (Core Differentiator) |
|
|
| **Local-First Sanitization** |
| ``` |
| Before AI processing (happens on your server): |
| ──────────────────────────────────────────────── |
| Original: "Paid ₹500 using Card 4521-6789-1234-5678" |
| Masked: "Paid ₹500 using Card ****-****-****-5678" |
| |
| Original: "PAN: ABCDE1234F, Aadhaar: 9876-5432-1098" |
| Masked: "PAN: XXXXX1234X, Aadhaar: XXXX-XXXX-1098" |
| |
| Original: "UPI: user@paytm paid merchant@phonepe" |
| Masked: "UPI: ****@paytm paid ****@phonepe" |
| ``` |
|
|
| **What Gets Sanitized:** |
| - ✅ Credit Card numbers (💳 12-digit masking, last 4 visible) |
| - ✅ PAN cards (🆔 Professional alpha-numeric masking) |
| - ✅ Aadhaar numbers (🆔 8-digit masking, last 4 visible) |
| - ✅ UPI IDs (👤 <email> or <username> prefix masked) |
| - ✅ Phone numbers (📱 middle 6 digits masked) |
| **Security Architecture:** |
| - JWT authentication with bcrypt password hashing |
| - Email verification with OTP (SMTP) |
| - Read-only Gmail OAuth (can't send/modify emails) |
| - Encrypted OAuth tokens in database (PostgreSQL JSONB encrypted) |
| - No third-party analytics or tracking |
| - Self-hostable (you control the data) |
|
|
| ### 🏷️ Advanced Organization |
|
|
| **Tags System** |
| - Create custom tags (#vacation, #business, #medical, #family) |
| - Tag individual transactions |
| - Filter and analyze by tags |
| - Multi-tag support (one transaction, multiple tags) |
|
|
| **Categories & Subcategories** |
| - 20+ predefined categories |
| - Hierarchical structure (Category > Subcategory) |
| - Fully customizable (add/edit/delete) |
| - Visual spending distribution |
|
|
| **Search & Filters** |
| - Search by merchant, amount, category, tag |
| - Date range filters |
| - Account type filters (Credit Card, Savings, Cash, UPI) |
| - Status filters (Pending, Verified) |
| - Export filtered results |
|
|
| --- |
|
|
| ## 🛠️ Technology Stack |
|
|
| ### Backend |
| - **Framework**: FastAPI (Python 3.12+) - High-performance async API |
| - **Database**: PostgreSQL with SQLAlchemy (async) + asyncpg |
| - **AI/ML**: |
| - **Groq** (Llama 3.3 70B) - Transaction extraction & forecasting |
| - **Meta Prophet** - Statistical time-series forecasting |
| - **scipy** - XIRR calculation (Newton-Raphson optimization) |
| - **Data APIs**: |
| - **mfapi.in** - Mutual fund NAV data (India) |
| - **yfinance** - Stock prices (global) |
| - **Scheduler**: APScheduler (async) - Daily price sync jobs |
| - **Authentication**: JWT + bcrypt |
| - **Email**: SMTP for OTP delivery |
| - **OAuth**: Google OAuth 2.0 for Gmail |
| - **Deployment**: Render/Vercel-ready |
|
|
| ### Frontend |
| - **Framework**: React 19 with TypeScript |
| - **Build**: Vite (lightning-fast HMR) |
| - **Styling**: Vanilla CSS (no framework bloat) |
| - **State**: Zustand (lightweight) |
| - **Data Fetching**: Axios with interceptors |
| - **Charts**: Recharts (responsive, composable) |
| - **Icons**: Lucide React |
| - **Animations**: Framer Motion |
| - **Routing**: React Router DOM |
|
|
| ### Infrastructure |
| - **Package Manager**: uv (Rust-based, 10-100x faster than pip) |
| - **Database**: Supabase / NeonDB (serverless Postgres) |
| - **Hosting**: Render (backend) + Vercel (frontend) |
| - **Version Control**: Git / GitHub |
|
|
| --- |
|
|
| ## ⚡ Quick Start |
|
|
| ### Prerequisites |
| - Python 3.12+ |
| - Node.js 18+ |
| - PostgreSQL database |
| - Gmail account (for email sync) |
| - Groq API key ([Get one free](https://console.groq.com)) |
|
|
| ### 1. Clone & Install |
|
|
| ```bash |
| # Clone repository |
| git clone https://github.com/yourusername/grip.git |
| cd grip |
| |
| # Backend setup |
| cd Backend |
| uv sync # Install dependencies |
| |
| # Frontend setup |
| cd ../Frontend |
| npm install |
| ``` |
|
|
| ### 2. Configure Environment |
|
|
| **Backend (`Backend/.env`):** |
| ```bash |
| # Database |
| DATABASE_URL=postgresql://user:pass@host:port/dbname |
| |
| # Security |
| SECRET_KEY=your-secret-key-here |
| GRIP_SECRET=webhook-secret |
| |
| # AI Features (Local SmolLM2-1.7B) |
| USE_AI_FORECASTING=true |
| ENABLE_SCHEDULER=true |
| GROQ_API_KEY=your-groq-api-key # Optional fallback |
| GROQ_MODEL=llama-3.3-70b-versatile |
| |
| # Gmail OAuth & Webhooks (Real-time Sync) |
| GOOGLE_CLIENT_ID=your-client-id.apps.googleusercontent.com |
| GOOGLE_CLIENT_SECRET=your-client-secret |
| GMAIL_PUBSUB_TOPIC=projects/your-project/topics/gmail-updates |
| FRONTEND_ORIGIN=http://localhost:5173 |
| |
| # Email (for OTP) |
| SMTP_HOST=smtp.gmail.com |
| SMTP_PORT=587 |
| SMTP_USER=your-email@gmail.com |
| SMTP_PASSWORD=your-gmail-app-password |
| FROM_EMAIL=noreply@grip.com |
| FROM_NAME=Grip |
| |
| # Branding |
| APP_NAME=Grip |
| APP_TAGLINE=Money that minds itself. |
| ``` |
|
|
| **Frontend (`Frontend/.env`):** |
| ```bash |
| VITE_API_BASE_URL=http://localhost:8000/api/v1 |
| VITE_APP_NAME=Grip |
| VITE_APP_TAGLINE=Money that minds itself. |
| ``` |
|
|
| ### 3. Initialize Database |
|
|
| ```bash |
| cd Backend |
| |
| # Run migrations |
| uv run alembic upgrade head |
| |
| # Seed default data (optional) |
| uv run python scripts/seed_db.py |
| # Creates user: amit@grip.com / password: admin |
| ``` |
|
|
| ### 4. Run Development Servers |
|
|
| ```bash |
| # Terminal 1 - Backend |
| cd Backend |
| uv run uvicorn app.main:app --reload |
| # → http://localhost:8000 |
| |
| # Terminal 2 - Frontend |
| cd Frontend |
| npm run dev |
| # → http://localhost:5173 |
| ``` |
|
|
| ### 5. Set Up Gmail Sync (Optional) |
|
|
| See **[Gmail Sync Setup Guide](GMAIL_SYNC_QUICKSTART.md)** for detailed instructions. |
|
|
| **Quick version:** |
| 1. Create Google Cloud project |
| 2. Enable Gmail API |
| 3. Create OAuth credentials |
| 4. Add credentials to `.env` |
| 5. Connect in app: More → Gmail Sync |
|
|
| --- |
|
|
| ## 📖 Usage |
|
|
| ### First-Time Setup |
|
|
| 1. **Register Account** |
| - Open http://localhost:5173 |
| - Click "Sign Up" |
| - Enter email and password |
| - Check email for 6-digit OTP |
| - Verify and auto-login ✅ |
|
|
| 2. **Connect Gmail** (Recommended) |
| - Go to More → Gmail Sync |
| - Click "Connect Gmail" |
| - Approve Google OAuth |
| - Click "Sync Now" |
| - Watch transactions flow in automatically! 🎉 |
|
|
| 3. **Add Credit Cards** (Optional) |
| - Go to My Cards |
| - Add each card with billing details |
| - Link transactions to cards for cycle tracking |
|
|
| 4. **Set Up Bills** (Optional) |
| - Go to Bills & Surety |
| - Add recurring bills (rent, utilities, subscriptions) |
| - Mark predictable expenses as "Surety" |
|
|
| 5. **Track Investments** (NEW!) |
| |
| **Option A: Statement Import (Fastest)** |
| - Go to Wealth tab → Click purple Upload icon |
| - Select Source (CAMS / KFin / MFCentral) |
| - Upload statement file (CSV/Excel) |
| - Preview transactions → Click Import |
| - System auto-detects SIPs, step-ups, and skips |
| |
| **Option B: Manual Entry** |
| - Click "Link Transaction" to map investment expenses |
| - Or manually add holdings (MF, Stocks, FDs) |
| |
| **Analyze Your SIPs** |
| - Click any SIP holding → Switch to "SIP Date Analysis" tab |
| - See your actual performance vs alternative dates |
| - Get optimization recommendations |
| |
| Watch portfolio grow with daily NAV updates! |
|
|
| ### Daily Workflow |
|
|
| **Automated (Recommended):** |
| 1. Gmail Sync runs automatically (or click "Sync Now") |
| 2. AI extracts transaction details |
| 3. Investment transactions auto-mapped to portfolio |
| 4. Review pending transactions in Transactions tab |
| 5. Verify or edit as needed |
| 6. Check Dashboard for safe-to-spend amount |
| 7. Monitor Wealth tab for portfolio performance |
|
|
| **Manual Entry:** |
| 1. Click "+" button |
| 2. Enter transaction details |
| 3. Select category |
| 4. Save (auto-marked as verified) |
|
|
| --- |
|
|
| ## 🔌 API Documentation |
|
|
| ### Interactive Docs |
| - **Swagger UI**: http://localhost:8000/docs |
| - **ReDoc**: http://localhost:8000/redoc |
|
|
| ### Key Endpoints |
|
|
| #### Authentication |
| ```bash |
| POST /api/v1/auth/register # Register with OTP |
| POST /api/v1/auth/verify-otp # Verify OTP |
| POST /api/v1/auth/token # Login (JWT) |
| ``` |
|
|
| #### Gmail Sync |
| ```bash |
| GET /api/v1/sync/google/auth # Get OAuth URL |
| POST /api/v1/sync/google/callback # Complete OAuth |
| GET /api/v1/sync/status # Check connection |
| POST /api/v1/sync/manual # Trigger sync |
| GET /api/v1/sync/history # View sync logs |
| DELETE /api/v1/sync/disconnect # Disconnect Gmail |
| ``` |
|
|
| #### Transactions |
| ```bash |
| GET /api/v1/transactions # List all |
| POST /api/v1/transactions/manual # Manual entry |
| GET /api/v1/transactions/pending # Pending review |
| PUT /api/v1/transactions/{id} # Update |
| DELETE /api/v1/transactions/{id} # Delete |
| POST /api/v1/transactions/{id}/verify # Verify |
| ``` |
|
|
| #### Wealth & Investments (NEW!) |
| ```bash |
| GET /api/v1/wealth/holdings # List portfolio |
| GET /api/v1/wealth/holdings/{id} # Holding details with snapshots |
| POST /api/v1/wealth/holdings # Add new asset |
| POST /api/v1/wealth/forecast # AI forecast (Prophet) |
| POST /api/v1/wealth/map-transaction # Link transaction to holding |
| GET /api/v1/wealth/sync-prices # Trigger manual price sync |
| POST /api/v1/wealth/import-cams # Import CAMS statement (NEW!) |
| GET /api/v1/wealth/holdings/{id}/sip-analysis # SIP date performance analysis (NEW!) |
| ``` |
|
|
| #### Analytics |
| ```bash |
| GET /api/v1/analytics/safe-to-spend # Real-time calculation |
| GET /api/v1/analytics/variance # Month-over-month |
| GET /api/v1/analytics/monthly-summary # Monthly stats |
| ``` |
|
|
| #### Forecasting |
| ```bash |
| GET /api/v1/dashboard/forecast # 30-day AI prediction |
| ``` |
|
|
| --- |
|
|
| ## 🚀 Deployment |
|
|
| ### Production Setup (Recommended) |
|
|
| **Architecture:** |
| - **Frontend**: Vercel (Free, unlimited bandwidth) |
| - **Backend**: Railway (Serverless, $5/month credit) |
| - **Database**: Supabase (Free tier, 500MB) |
| - **Scheduled Tasks**: GitHub Actions (Free unlimited for public repos) |
|
|
| **Total Cost: $0/month** (everything within free tiers!) |
|
|
| --- |
|
|
| ### Backend Deployment (Railway) |
|
|
| #### 1. Initial Setup |
|
|
| 1. **Sign up at [railway.app](https://railway.app)** with GitHub |
| 2. **Create New Project** → Deploy from GitHub repo |
| 3. **Select your repository** |
| 4. **Configure Service:** |
| - Root Directory: `Backend` |
| - Start Command: `uvicorn app.main:app --host 0.0.0.0 --port $PORT` |
| - Watch Paths: `Backend/**` |
|
|
| #### 2. Environment Variables |
|
|
| Add these in Railway Dashboard → Variables: |
|
|
| ```bash |
| # Database |
| DATABASE_URL=postgresql://postgres.[ref]:[password]@aws-1-ap-south-1.pooler.supabase.com:6543/postgres |
| |
| # Security |
| SECRET_KEY=your-secret-key-here |
| GRIP_SECRET=webhook-secret |
| ENVIRONMENT=production |
| |
| # AI |
| GROQ_API_KEY=your-groq-api-key |
| GROQ_MODEL=llama-3.3-70b-versatile |
| USE_AI_FORECASTING=true |
| ENABLE_SCHEDULER=false # Using GitHub Actions for scheduled tasks |
| |
| # Gmail OAuth |
| GOOGLE_CLIENT_ID=your-client-id.apps.googleusercontent.com |
| GOOGLE_CLIENT_SECRET=your-client-secret |
| FRONTEND_ORIGIN=https://your-app.vercel.app |
| |
| # Email (OTP) |
| SMTP_HOST=smtp.gmail.com |
| SMTP_PORT=587 |
| SMTP_USER=your-email@gmail.com |
| SMTP_PASSWORD=your-gmail-app-password |
| FROM_EMAIL=noreply@grip.com |
| FROM_NAME=Grip |
| |
| # Branding |
| APP_NAME=Grip |
| APP_TAGLINE=Money that minds itself. |
| ``` |
|
|
| #### 3. Generate Domain |
|
|
| - Go to Settings → Generate Domain |
| - Copy the URL (e.g., `https://grip-backend.up.railway.app`) |
| - Update `VITE_API_BASE_URL` in frontend |
|
|
| --- |
|
|
| ### Scheduled Tasks (GitHub Actions) |
|
|
| **Why GitHub Actions?** |
| - ✅ **Free unlimited** for public repos (2,000 min/month for private) |
| - ✅ Saves $1-2/month on Railway (serverless vs always-on) |
| - ✅ Reliable cron scheduling |
| - ✅ Easy monitoring via1. **Add Secrets** (One-time): |
| - Go to GitHub repo → Settings → Secrets → Actions |
| - Click "New repository secret" and add: |
| - `DATABASE_URL`: Your Supabase connection string. |
| - `SMTP_HOST`, `SMTP_PORT`, `SMTP_USER`, `SMTP_PASSWORD`: For email alerts. |
| - `GOOGLE_CLIENT_ID`, `GOOGLE_CLIENT_SECRET`: For Gmail OAuth. |
| - `GROQ_API_KEY`: For AI transaction extraction. |
| - `FRONTEND_ORIGIN`: Your deployment URL (e.g. `https://grip.vercel.app`). |
|
|
| 2. **Workflows are already configured**: |
| - `daily-price-sync.yml`: Runs at 3:30 PM IST (Price updates). |
| - `gmail_sync.yml`: Runs every hour (Transactions). |
| - `daily-intelligence.yml`: Runs at 9:00 AM IST (Reminders & Insights). |
|
|
| 3. **Test the Workflow**: |
| - Go to Actions tab |
| - Click "Daily Price Sync" |
| - Click "Run workflow" → "Run workflow" |
| - Check logs to verify success |
|
|
| 4. **Set Railway to Serverless**: |
| - In Railway Environment Variables: |
| - `ENABLE_SCHEDULER=false` (disables internal scheduler) |
| - This saves ~$1-2/month in Railway credits |
|
|
| **Monitoring:** |
| - View logs in GitHub Actions tab |
| - Check Railway logs for API requests |
| - Verify data updates in Supabase dashboard |
|
|
| --- |
|
|
| ### Frontend Deployment (Vercel) |
|
|
| #### 1. Deploy to Vercel |
|
|
| ```bash |
| cd Frontend |
| npm run build |
| vercel --prod |
| ``` |
|
|
| Or connect via Vercel Dashboard: |
| 1. Go to [vercel.com](https://vercel.com) |
| 2. Import Git Repository |
| 3. Select your repo |
| 4. Framework Preset: Vite |
| 5. Root Directory: `Frontend` |
| 6. Deploy! |
|
|
| #### 2. Environment Variables |
|
|
| Add in Vercel Dashboard → Settings → Environment Variables: |
|
|
| ```bash |
| VITE_API_BASE_URL=https://grip-backend.up.railway.app/api/v1 |
| VITE_APP_NAME=Grip |
| VITE_APP_TAGLINE=Money that minds itself. |
| ``` |
|
|
| #### 3. Update Google OAuth |
|
|
| - Go to [Google Cloud Console](https://console.cloud.google.com) |
| - APIs & Services → Credentials |
| - Edit OAuth 2.0 Client |
| - Add Authorized JavaScript Origins: |
| - `https://your-app.vercel.app` |
| - Add Authorized Redirect URIs: |
| - `https://your-app.vercel.app` |
| - Save |
|
|
| --- |
|
|
| ### Database Setup (Supabase) |
|
|
| 1. **Create Project** at [supabase.com](https://supabase.com) |
| 2. **Get Connection String**: |
| - Project Settings → Database |
| - Copy "Transaction" pooler string (port 6543) |
| 3. **Add to Railway** as `DATABASE_URL` |
| 4. **Add to GitHub Secrets** for Actions workflow |
|
|
| **Important:** Use port **6543** (Transaction pooler), not 5432, for Railway compatibility. |
|
|
| --- |
|
|
| ### Cost Breakdown |
|
|
| | Service | Free Tier | Your Usage | Cost | |
| |---------|-----------|------------|------| |
| | **Railway** (Serverless) | $5/month credit | ~$1-2/month | $0 | |
| | **Vercel** (Frontend) | Unlimited | Unlimited | $0 | |
| | **Supabase** (Database) | 500MB | ~50MB | $0 | |
| | **GitHub Actions** (Cron) | Unlimited (public) | 30 min/month | $0 | |
| | **Groq** (AI) | Free tier | ~1000 requests/month | $0 | |
|
|
| **Total: $0/month** 🎉 |
|
|
| --- |
|
|
| ### Deployment Checklist |
|
|
| - [ ] Railway backend deployed with all env vars |
| - [ ] Vercel frontend deployed with API URL |
| - [ ] Supabase database created and connected |
| - [ ] GitHub Actions secret added (`DATABASE_URL`) |
| - [ ] Google OAuth redirect URIs updated |
| - [ ] Test login flow |
| - [ ] Test Gmail sync |
| - [ ] Test scheduled task (manual trigger) |
| - [ ] Verify investment price sync working |
|
|
| --- |
|
|
| ### Monitoring & Maintenance |
|
|
| **Daily Checks:** |
| - GitHub Actions logs (scheduled task status) |
| - Railway logs (API errors) |
| - Supabase dashboard (data integrity) |
|
|
| **Weekly:** |
| - Check Railway usage (should be <$2) |
| - Review Groq API usage |
| - Test critical flows (login, sync, forecast) |
|
|
| **Monthly:** |
| - Review GitHub Actions minutes (should be ~30) |
| - Check Railway credit balance |
| - Update dependencies if needed |
|
|
| --- |
|
|
| ## 🔒 Privacy & Data Handling |
|
|
| ### What We Store |
| - Transaction metadata (amount, merchant, category, dates) |
| - Investment snapshots (units, prices, dates) |
| - Encrypted OAuth tokens (Gmail access) |
| - User preferences and mappings |
| - Sync logs (for debugging) |
|
|
| ### What We DON'T Store |
| - Full email content |
| - Credit card CVVs or PINs |
| - Unmasked PAN/Aadhaar numbers |
| - Gmail passwords |
| - Any sensitive PII |
|
|
| ### Data Flow |
| 1. Email received in your Gmail |
| 2. OAuth token grants read access |
| 3. Email content fetched via API |
| 4. **Sanitization happens locally** (regex masking) |
| 5. Sanitized text sent to Groq for extraction |
| 6. Extracted JSON stored in database |
| 7. Investment transactions auto-mapped to holdings |
| 8. Daily price sync updates portfolio values |
| 9. Original email remains in your Gmail (unchanged) |
|
|
| --- |
|
|
| ## 🤝 Contributing |
|
|
| This project is currently private. For feature requests or bug reports, please open an issue. |
|
|
| --- |
|
|
| ## 📝 License |
|
|
| Private and proprietary. All rights reserved. |
|
|
| --- |
|
|
| ## 🛠️ Environment & Security Configuration |
|
|
| Grip is designed with a "Privacy-First" and "Cloud-Resilient" architecture. Depending on where you deploy (Local vs. Cloud), you may need to adjust certain security measures: |
|
|
| ### 📧 Email Connection Modes |
| Most cloud providers (Hugging Face, Railway) block **Ports 25, 587, and 465** to prevent spam. |
| - **Grip Email Relay (Microservice)**: By default, we use a dedicated relay service (located in `/EmailService`) intended for deployment on Vercel (Port 443) to bypass SMTP blocks. Configure `EMAIL_RELAY_URL` in your `.env`. |
| - **Standard SMTP**: If running locally or on a VPS where ports are open, uncomment the `LEGACY DIRECT SMTP` block in `app/core/email.py` and set your Gmail App Password. |
|
|
| ### 🤖 LLM Intelligence & Fallbacks |
| We utilize a dual-track AI system for maximum reliability: |
| - **Grip Intelligence (Primary)**: A high-performance, private engine hosted on Hugging Face Spaces. |
| - **Groq Llama-3 (Roboust Fallback)**: If the primary engine is sleeping or unreachable, Grip automatically falls back to Groq. |
| - **Note**: Ensure `GROQ_API_KEY` is set in your environment variables. If you wish to use only Groq, uncomment the relevant lines in `app/core/llm.py`. |
|
|
| ### 🔐 Security Measures |
| - **Sanitization First**: All PII (PAN, Account numbers) is masked via local regex logic *before* being processed by any AI engine. |
| - **Scoped Ingress**: Gmail OAuth is restricted to `gmail.readonly` and specifically queries for transaction-only keywords. |
|
|
| --- |
|
|
| ## 🙏 Acknowledgments |
|
|
| Built with incredible open-source tools: |
| - **Groq** - Lightning-fast LLM inference |
| - **Meta Prophet** - Time-series forecasting |
| - **FastAPI** - Modern Python web framework |
| - **React** - UI library |
| - **PostgreSQL** - Robust database |
| - **scipy** - Scientific computing for XIRR |
| - **yfinance** - Stock market data |
| - **mfapi.in** - Indian mutual fund NAV data |
| - **Render** - Backend deployment |
| - **Vercel** - Frontend deployment |
|
|
| --- |
|
|
| ## 📚 Documentation |
|
|
| - **[Quick Start Guide](GMAIL_SYNC_QUICKSTART.md)** - 15-minute setup |
| - **[CAMS Import Guide](CAMS_IMPORT_GUIDE.md)** - Import years of history in 60s |
| - **[Implementation Details](GMAIL_SYNC_IMPLEMENTATION.md)** - Technical deep-dive |
| - **[Session Summary](SESSION_SUMMARY.md)** - Recent updates |
|
|
| --- |
|
|
| ## 💬 Support |
|
|
| For setup help or questions, refer to: |
| 1. **API Docs**: http://localhost:8000/docs |
| 2. **Troubleshooting**: Check `GMAIL_SYNC_IMPLEMENTATION.md` |
| 3. **Common Issues**: See "Troubleshooting" section in setup guides |
|
|
| --- |
|
|
| <div align="center"> |
|
|
| **Grip** - Autonomous Financial Intelligence. |
|
|
| *Made with ❤️ , effort and AI* |
|
|
| </div> |
|
|
