Peek - AI personal finance coach that guides you through decisions
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Peek’s AI-powered companion offers proactive check-ins—analyzing your spending patterns and refining your habits subtly and positively. Zero judgment, zero guilt. It’s like having a financial Spotify Wrapped, tuned to your goals and daily life.
Replies
I've had the chance to use the desktop app version of this and I really liked it, so I had subscribed for it. I'm also part of the WhatsApp group created by the CEO, Sherry Jiang, where the Peek team would inform us of the updates as beta products. It's a solid product.
Plaid is a great way of interacting with the APIs from different banks, which I was first introduced to when I was using @Spendee . The major improvements of this platform over Spendee are:
Peek gives you a better breakdown of your net worth categories
Peek allows you to track your net worth goal across the specified time horizon
Peek gives you great recommendations for how you can diversify your portfolio based on metrics like Asset Allocation Risk Analysis and ETF overlap monitor
Peek has open source Pubs that you can contribute to: https://github.com/sherryyjiang/peek
The major issue I faced was not due to Peek itself, but because DBS stopped its plug and play with Plaid some time ago, preferring the native PayNow integration, I'm unable to fetch the assets dynamically from DBS.
Of course, the mobile app does not have the same kind of granularity at this point that the desktop app does, but I'm sure that will change down the line. The mobile app is in some ways more user friendly, and a great tool to have. I'd recommend this for a wide range of audiences.
Peek
@aadit_kamat Thank you so much Aadit for your support for Peek from day 1. Without you as a beta tester, we wouldn't have gotten to where we are today. Still much to improve about the experience, but your feedback has been so helpful!
Yikes...I mean I don't know if I want someone to look at my spending habits...
BUT on the other hand it's probably a good thing right...right...
I'm gonna check it out & see what happens, might be the best decision I make...the UI looks insanely clean & I look forward to trying it!
Peek
@cranqnow let us know if you run into any issues!
@yemyat I'll be sure to Jeff!
Hody
Peek
@cogudu Thank you for the support and kind words! It's Day 1 but we're super excited to have the opportunity to make a difference :)
Known the team behind Peek from day 0 and have been impressed by their execution! Congrats on the launch!
Peek
@dexteryz Thanks Dexter you have been such a great support since day 1. Love sharing insights around personal finance with you, and have learned a TON from your work as well with Portfolio Path (everyone should go check it out!)
Nas.io
Peek
@alex_dwek Thank you for your support and testing out the product! And support in general for all the things that I've been building the past couple of years.
Love it! Great idea :)
Peek
@blackdorn thanks Erik for your support!
TapRefer
Congrats, Sherry! You did it! Now, where's the cake? 🎂
Peek
@jiteshghanchi thank you! we're going to have to go find one - but right now still super busy just shipping!
Been following this for a couple of weeks. Super excited to see the launch go so well!
Peek
@andersmarksen thanks for your support!
Wood Elf Wine
As someone who has spent the last 10 years watching personal finance YouTube videos, this is a god send, wish this existed when I started my personal finance journey ! It’s given me way better financial direction and literacy in such a short amount of time