Architecture and Data Flow

Architecture and Data Flow

Finance Guru is a local, CLI-first environment. It has no required long-running server for analysis commands.

Data boundary

SnapTrade or SimpleFIN credentials (local configuration)
                  |
                  v
Provider sync modules -> family_office.db (local, gitignored SQLite)
                  |
                  v
Python analysis and strategy CLIs -> local terminal output or local artifacts

The public repository must not contain database files, access URLs, account numbers, balances, positions, or credentials. Google Sheets/DataHub and Google Drive are not part of the current data path.

Verified implementation seams

• src/integrations/refresh_all.py coordinates the configured refreshes.
• src/integrations/snaptrade/ contains account, position, balance, and activity synchronization surfaces.
• src/integrations/simplefin/sync_expenses_db.py imports configured bank and card transaction data into local SQLite.
• src/models/, src/analysis/, and CLI entrypoints form the checked-in validation, business-logic, and command layers.

For source-path evidence and the status of uncertain claims, see the evidence ledger.

Continue with Privacy or CLI Reference.