System setup

Connect BellPath.

A simple control board for AI, Plaid, Stripe, Supabase, sync, and security. Green means the route is responding or the setting is saved. Gold means it needs a key or endpoint.

App

Checking

Manifest, service worker, and shell files.

AI

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Owner assistant and provider route.

Market Data

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Investing price provider and API key setup.

Plaid

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Bank connection route and Plaid setup.

Supabase Sync

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Public config, sync endpoint, and vault settings.

Stripe

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Checkout and sales routes.

Security

Checking

CSP, noindex owner mode, and encrypted secret vault.

Settings

Profile and secret vault

Keys stay on this device unless you connect sync. Live customers start clean; use Demo for sample data.

Secrets locked.

Market Data Providers

The first provider with a saved key is used for live pricing.

1. Finnhub -> 2. Alpha Vantage -> 3. Demo prices

Plaid (Bank & Brokerage Linking)

Connect account linking only when you are ready to use Plaid.

AI Providers (Coach, Insights)

Add at least one provider. Set spending limits in the provider dashboard.

Supabase, Stripe, Analytics

Optional ecosystem services for sync, payments, automations, and reporting.

Result

Setup state

Ready.