01
The build
Live account data remains behind an owner-only API. Each question creates a narrow source snapshot, asks the model for a validated structured answer, and renders it through trusted app components.
02
The useful idea
The safest finance agent is a reader with a small window. Give it just enough context to answer this question, keep raw records server-side, and require a separate path for anything that could change money or data.
03
What shipped
The private dashboard and question flow were smoke-tested with real retrieval boundaries. The public story focuses on the pattern, never the underlying numbers.