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SmartPockets v0.1/private alpha

Open-source finance that hands you the keys.

SmartPockets is a careful workshop for the people who manage more than one card. Real balances, clean wallets, transaction visibility, and future agent-assist that never pretends to control your money.

Prototype waitlist · capture is not yet active

wallet health

$18,420

72.4%utilization
SmartPockets

ERIC CROW

06/28

4821 3840 1288 9024
SmartPockets

ERIC CROW

06/28

3791 024801 44712
SmartPockets

ERIC CROW

06/28

5498 9031 2740 1184

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open-source financeself-hostablePlaid-powered syncConvex-native realtimeagent-assisted, never agent-actingcard-first object modelyour keys, your dataopen-source financeself-hostablePlaid-powered syncConvex-native realtimeagent-assisted, never agent-actingcard-first object modelyour keys, your data
I · The position

Manifesto

Drafted in private · Eric J. Crow

Personal finance has been quietly hostile to the people who actually run their own portfolios. SmartPockets is a workshop, not a coach  a calm place for your cards, transactions, and the assistance you choose to enable.

SmartPockets does not score your spending or sermonize your habits. It is a careful workshop of your own financial objects, with assistance you can read the source of.

II · The capabilities

What it does

Card-first object model

Built for people whose finances do not fit a starter template.

The first job is not budgeting theatrics. It is giving card-heavy users a reliable place to see what is connected, what changed, and what needs attention.

01 / Architecture

Open source by design

Inspect every line, fork the architecture, or self-host the entire stack with your own keys. The hosted alpha is a convenience, not a moat.

~/smartpockets
$ git clone EricJamesCrow/smartpockets
$ bun install && bun dev
  ↳ web ready · backend ready
Forkable
Auditable
Self-host path
02 / Object model

Composed around cards

Balances, utilization, APRs, due dates, and transactions stay attached to the cards you actually carry.

SmartPockets

EC

06/28

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SmartPockets

EC

06/28

1234 1234 1234 1234
03 / Direction

Agent-assisted, never agent-acting

SmartPockets is moving toward assistance for insight, organization, reminders, and portfolio hygiene. It will not pretend to move money on your behalf.

1Flag unusual utilization changes
2Suggest wallet cleanup
3Remind before due dates
04 / Data ethic

Privacy-respecting plumbing

Plaid data flows into a product built for visibility and ownership, not ad targeting or opaque aggregation.

no ads

ever

your keys

self-host

clear sync

via Plaid

III · The direction

Future direction

Built for the moment finance starts helping back.

The product direction is careful by design: assistance for spotting patterns, organizing wallets, and recalling what needs attention, while you keep your hand on every financial decision.

  • InsightSurface what changed.
  • OrganizationWallets, tags, hygiene.
  • RecallReminders before they bite.
  • RestraintNever moves your money.

assistant note

Three travel-wallet cards are sitting near the same utilization threshold.

Review balances before the next statement cycle. SmartPockets tracks the context; you make the move.

15:42·Mon · Reviewed by you
SmartPockets

TRAVEL WALLET

06/28

1234 1234 1234 1234
SmartPockets

DAILY WALLET

06/28

1234 1234 1234 1234
IV · The invitation

Early access

Help shape the finance app power users can trust.

The alpha is focused on credit-card visibility first. The broader vision is open-source personal finance with careful assistance layered on top — on your terms.

Prototype waitlist · capture is not yet active