Profile
Identity and salary timing for auto plan generation.
Personal profile
Full income and risk settings live on the Finances page.
Auto plan runs the day after (e.g. salary 15 → plan on 16).
Notifications
Telegram digest, plan delivery, and alert channels.
Channels & delivery
Email + Telegram channels.
Bot token: Integrations → Telegram Bot. Chat ID below (or on the integration row).
Intelligence
AI providers, confidence display, and macro data sources.
AI providers
Active model for Ask PIE and plan enrichment.
Full provider cards are under Integrations. Set the active provider there.
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Display & data
Checking…
Set FRED_API_KEY in .env for Fed rate and US CPI in macro pulse.
Profile & Security
Your identity, login credentials, and encryption settings.
Dashboard login
Protect access to PIE in the browser.
PIE_AUTH_BOOTSTRAP_KEY from .env. Set PIE_DASHBOARD_AUTH=0 in
.env only if you lock yourself out (forces login off).
Financial Intelligence
Core parameters that drive your monthly plan and strategies.
Allocation targets
Equity + Bonds + Cash must sum to 100%.
Financial settings (V5.2)
Stored in AppSettings — drives strategy guardrails and planning.
Note: risk profile is also set on the Finances page. The Finances page value takes priority.
Set on Finances page — affects strategy guardrails and drift tolerance.
Used by Overview hero progress and "This month" planner.
Sell rebalancing rows below this amount are suppressed. Default: 1 000 Kč. Prevents trivial sells where tax exceeds benefit.
Accounts & Integrations
AI providers, email, Telegram, and external data sources.
AI providers
Exactly one active model at a time — AppSettings.defaultAiProviderKey + encrypted keys in
IntegrationProvider. Test results in IntegrationStatus.
Choose who is live for Ask PIE, then click Apply selection. Saving a card below also sets that provider active.
Email, Telegram & data sources
SMTP (incl. Gmail OAuth), Telegram Bot, IMAP test config, FX API — secrets in IntegrationProvider.
Settings.imap*).
Configure comms.imap here for future wiring / tests.
Email ingestion
IMAP poll for transaction emails (Path B).
Preferences
Display, theme, and personalisation.
Appearance
One control — persisted in AppSettings.themeMode and local cache.
Display preferences (V5.2)
Stored in AppSettings.
Applied immediately on save (refresh other tabs).
Used by This Month planner to label discretionary buckets. Existing entries are kept.
System & Data
Backups, diagnostics, and advanced settings.
Recommended configuration
Apply known-good goal dates, emergency fund contribution, and OpenAI default in one click.
Learning loop
Dry-run outcome evaluation without writing to the database.
PIE_DEBUG_AI_CONTEXT=1 or legacy ARTHA_DEBUG_AI_CONTEXT=1).Data & backups
Local-only snapshots; nothing leaves the box without your action.
Clears personal portfolio data on DATABASE_URL (holdings, accounts,
snapshots, plans, AI memory, etc.). Keeps Settings, AppSettings,
integrations, and the instrument library.
Full details →
Scheduled jobs
Cron registry and last run status from CronExecution.
| Job | Schedule | Last run | Status | |
|---|---|---|---|---|
| Loading… | ||||
PIE version: PIE V7
Instrument library prices
Import ~2 years of Yahoo daily prices for all library ETFs, then compute returns and metrics immediately.
India reference data
Manual refresh for RBI and NRE FD rate health checks.
System health
— of — checks · trust —