Open-source AI Financial Advisor: Manage Investments and Debt Without Sending Data to the Cloud
I’m Denis Shokhirev, Agentic AI Systems Architect in Freiburg, Germany. I ship production AI systems for DACH B2B clients using Claude, Supabase, n8n, Doppler, and self-hosted Postgres. One recurring production blocker: finance teams need AI-driven investment and debt insights, but can’t risk sending sensitive data to the cloud.