Live AI Project

We recently developed and launched a financial database consolidation and reporting app named RosettaFi. Ironically, with all of the work we do with large enterprises, this project turned out to be a new tool for individual investors. It demonstrates our ability to quickly develop code that efficiently aggregates data and generates insightful trendline reports and charts with multiple rollup levels — something that could be used for assessment, planning and implementation in large enterprises.

Every account. One picture. Without handing over a single password.

RosettaFi is CSuite Solutions' software product for individual investors. It turns your archaic hard-to-read brokerage statements into insightful consolidations and trendlines of all your investment holdings.

You import the PDF statements your brokers already send you. RosettaFi reads them, reconciles every figure to the statement it came from, and gives you consolidated trendline reports and charts of up to 22 financial reporting variables — value, cost basis, income, gains and losses, fees and more — across every account and every broker, month by month.

Your database and your reports stay on your own computer, and RosettaFi never asks for your brokerage login or password.

RosettaFi is sold by subscription at rosettafi.com, where you can see sample reports and charts, the plans, and the full history rules.