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Atlas

A dashboard for personal finances.

Role
Designer, engineer, owner
Year
2025 — Present
Status
Live

Stack

  • Figma
  • React 19
  • Tailwind 4
  • Hono
  • Cloudflare Workers
  • Neon Postgres
  • Kysely
  • Better Auth
Visit project

Context

Why Atlas exists

I tracked my accounts in a spreadsheet. Several banks, several currencies, a manual update every month. The tools available did not solve it. A banking app only sees one institution. An aggregator wants a connection to each one, and covers Canadian accounts poorly.

Atlas answers one question: where do I stand, everything included. I opened it to a first group of users in 2025 and have developed it as a product since.

DashboardThe dashboard on opening.

Features

What each part is for

  • Accounts

    Track every account in one place, month after month, whatever the bank.

  • Net worth

    See what you own minus what you owe, and how it moves over time.

  • Liabilities

    Pay debt off faster: test an extra monthly amount and see the end date move.

  • Real estate

    Follow a property with its mortgage: value, remaining debt, equity.

  • Budget & goals

    Know what comes in, what goes out, and whether the goals still hold.

  • Copilot

    Ask a question about your situation and get an answer based on your own figures.

Copilot

An AI that answers about your situation

Atlas has a built-in assistant with access to the data in your workspace: accounts, debts, properties, budget, goals. You ask it why your net worth fell this month, or whether to pay off the car or contribute to the TFSA. It answers with your figures, not with general advice.

It reads the data without changing it: it creates no account, edits no balance, deletes nothing.

CopilotThree suggested questions, and a field for anything else.

Liabilities

Paying off debt faster

The liabilities page is there to shorten the time left. A slider adds an amount to the monthly payment, and Atlas immediately recalculates the end date, the interest saved and the total payment.

You also choose the payoff order: start with the highest rate, or with the smallest balance.

PayoffThe slider changes the payoff date.

Budget

Knowing whether you are on track

One screen holds the monthly budget, the Atlas Score and the retirement projection. Atlas computes three recommendations from your situation: how much the emergency fund is short, whether to contribute to an RRSP or a TFSA given Québec and federal tax brackets, and whether paying the mortgage down faster earns more than saving.

These come from rules, not from the language model. Each one opens a conversation with the copilot, already set on that subject.

The retirement projection gives an order of magnitude, without accounting for inflation or market swings.

BudgetBudget, score and recommendations on one screen.

7

supported currencies

4 × 25

the four pillars of the Atlas Score

3

recommendations computed from tax rules

4 %

the withdrawal rate used for the projection

Net worthNet worth month by month.
Real estateA property with its mortgage.
Public siteThe public site.
Public siteOne feature per section.

Current state

Where the project stands

Atlas is live and deploys continuously. Around the application: a public site, a help centre, and a mortgage calculator for Québec buyers that works without an account.

In progress: CRA contribution room in the score, shared finances for couples, and billing.

References