WealthLoop - Gamified Net-Worth OS & AI Intelligence
Project Overview
A gamified personal finance and net-worth operating system built by TaskDrift as an in-house product to demonstrate full-stack SaaS capability: AI-assisted data ingestion, multi-tenant security, gamified retention mechanics, and subscription billing.
The Challenge
Traditional net-worth tracking forces users to choose between privacy-invasive screen scrapers that frequently break or tedious manual spreadsheets that users abandon within a week. Furthermore, showcasing client capabilities requires proving we can build secure, production-grade AI SaaS products end-to-end.
Our Solution
We engineered WealthLoop, a zero-credential, multi-modal AI financial document parser (Gemini 2.5) paired with a habit gamification engine (XP rewards, streak tracking, level progression, badges, RLS-secured leaderboards) and a wealth velocity simulator. Built on Next.js 14 App Router, Supabase Postgres with strict Row-Level Security, Razorpay webhooks for tier provisioning, and Resend for email notifications.
export async function parseStatementWithAI(fileBuffer: Buffer) {
const response = await ai.models.generateContent({
model: 'gemini-2.5-flash',
contents: [
{ inlineData: { mimeType: 'application/pdf', data: fileBuffer.toString('base64') } },
{ text: 'Extract transactions: date, description, amount (INR), category as JSON array.' }
]
});
return JSON.parse(response.text);
}Measured Impact
Key Features Delivered
- Multi-Modal AI Statement & Screenshot OCR (@google/genai)
- Zero-Credential Privacy-First Architecture
- Custom Gamification Engine (XP Math, Streaks, 10 Level Titles, Badges)
- Multi-Tenant Security with Supabase Row-Level Security (RLS)
- Wealth Velocity & FIRE Calculator Simulators (Recharts)
- Razorpay Webhook Integration for Subscription Tiering
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