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- #736 · GrCOTE7 opened
on Jun 13, 2026 3
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Finance Service — tracking issue (FIN-01…FIN-27)
financeFinance aggregator service (include_finance)Finance aggregator service (include_finance)Status: Open.#805 In lbedner/aegis-stack;FIN-27 · Recurring detection, wasting-money insights, aegis add-service finance
financeFinance aggregator service (include_finance)Finance aggregator service (include_finance)Status: Open.FIN-26 · Transfer detection + pairing, spending summary, net-worth chart tab
financeFinance aggregator service (include_finance)Finance aggregator service (include_finance)Status: Open.FIN-25 · SnapTrade adapter (the Fidelity path; proves provider polymorphism)
financeFinance aggregator service (include_finance)Finance aggregator service (include_finance)Status: Open.FIN-24 · Plaid Investments ingestion (securities/holdings/trades — the M1+HSA path)
financeFinance aggregator service (include_finance)Finance aggregator service (include_finance)Status: Open.FIN-23 · Liabilities detail (Chase APR/statement; AMEX-graceful nulls)
financeFinance aggregator service (include_finance)Finance aggregator service (include_finance)Status: Open.FIN-22 · Nightly sync job (scheduler-inline, failure-isolated)
financeFinance aggregator service (include_finance)Finance aggregator service (include_finance)Status: Open.FIN-21 · Plaid webhooks + connection health + relink/disconnect
financeFinance aggregator service (include_finance)Finance aggregator service (include_finance)Status: Open.FIN-20 · Plaid /transactions/sync loop (cursor atomicity, pending→posted, removed)
financeFinance aggregator service (include_finance)Finance aggregator service (include_finance)Status: Open.FIN-19 · Plaid adapter: Link, token exchange, encrypted storage, accounts
financeFinance aggregator service (include_finance)Finance aggregator service (include_finance)Status: Open.FIN-18 · Flet dashboard card + modal (Accounts / Transactions)
financeFinance aggregator service (include_finance)Finance aggregator service (include_finance)Status: Open.FIN-17 · Import front door: upload endpoint, CLI, batch review, transactions API
financeFinance aggregator service (include_finance)Finance aggregator service (include_finance)Status: Open.