tara - financial agent built using mastra


tara is an agentic financial research assistant that lets users ask natural-language questions about their transactions, spending trends, mutual fund returns, investment portfolio value and get grounded, database-backed answers instead of llm guesses.

built on the mastra agent framework, tara partitions its capabilities into three domain-specific tools (transactions, funds, and portfolio) so the model always resolves a query to the right context instead of picking from one giant function list. the system is designed around strict data grounding: dates are resolved relative to real system time before any query runs, and the agent is instructed to say data is missing rather than hallucinate figures.

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