diff --git a/tests/unit/handlers/finance.handlers.test.js b/tests/unit/handlers/finance.handlers.test.js
new file mode 100644
index 0000000..bb905c4
--- /dev/null
+++ b/tests/unit/handlers/finance.handlers.test.js
@@ -0,0 +1,302 @@
+'use strict'
+
+const test = require('brittle')
+const {
+  getEnergyBalance,
+  processConsumptionData,
+  processTransactionData,
+  processPriceData,
+  extractCurrentPrice,
+  processEnergyData,
+  extractNominalPower,
+  processCostsData,
+  calculateSummary
+} = require('../../../workers/lib/server/handlers/finance.handlers')
+
+test('getEnergyBalance - happy path', async (t) => {
+  const dayTs = 1700006400000
+  const mockCtx = {
+    conf: {
+      orks: [{ rpcPublicKey: 'key1' }]
+    },
+    net_r0: {
+      jRequest: async (key, method, payload) => {
+        if (method === 'tailLogCustomRangeAggr') {
+          return [{ type: 'powermeter', data: [{ ts: dayTs, val: { site_power_w: 5000 } }], error: null }]
+        }
+        if (method === 'getWrkExtData') {
+          if (payload.query && payload.query.key === 'transactions') {
+            return [{ ts: dayTs, transactions: [{ ts: dayTs, changed_balance: 0.5 }] }]
+          }
+          if (payload.query && payload.query.key === 'HISTORICAL_PRICES') {
+            return [{ ts: dayTs, priceUSD: 40000 }]
+          }
+          if (payload.query && payload.query.key === 'current_price') {
+            return [{ currentPrice: 40000 }]
+          }
+          if (payload.query && payload.query.key === 'stats-history') {
+            return []
+          }
+        }
+        if (method === 'getGlobalConfig') {
+          return { nominalPowerAvailability_MW: 10 }
+        }
+        return {}
+      }
+    },
+    globalDataLib: {
+      getGlobalData: async () => []
+    }
+  }
+
+  const mockReq = {
+    query: { start: 1700000000000, end: 1700100000000, period: 'daily' }
+  }
+
+  const result = await getEnergyBalance(mockCtx, mockReq, {})
+  t.ok(result.log, 'should return log array')
+  t.ok(result.summary, 'should return summary')
+  t.ok(Array.isArray(result.log), 'log should be array')
+  t.pass()
+})
+
+test('getEnergyBalance - missing start throws', async (t) => {
+  const mockCtx = {
+    conf: { orks: [], site: 'test-site' },
+    net_r0: { jRequest: async () => ({}) },
+    globalDataLib: { getGlobalData: async () => [] }
+  }
+
+  const mockReq = { query: { end: 1700100000000 } }
+
+  try {
+    await getEnergyBalance(mockCtx, mockReq, {})
+    t.fail('should have thrown')
+  } catch (err) {
+    t.is(err.message, 'ERR_MISSING_START_END', 'should throw missing start/end error')
+  }
+  t.pass()
+})
+
+test('getEnergyBalance - missing end throws', async (t) => {
+  const mockCtx = {
+    conf: { orks: [], site: 'test-site' },
+    net_r0: { jRequest: async () => ({}) },
+    globalDataLib: { getGlobalData: async () => [] }
+  }
+
+  const mockReq = { query: { start: 1700000000000 } }
+
+  try {
+    await getEnergyBalance(mockCtx, mockReq, {})
+    t.fail('should have thrown')
+  } catch (err) {
+    t.is(err.message, 'ERR_MISSING_START_END', 'should throw missing start/end error')
+  }
+  t.pass()
+})
+
+test('getEnergyBalance - invalid range throws', async (t) => {
+  const mockCtx = {
+    conf: { orks: [], site: 'test-site' },
+    net_r0: { jRequest: async () => ({}) },
+    globalDataLib: { getGlobalData: async () => [] }
+  }
+
+  const mockReq = { query: { start: 1700100000000, end: 1700000000000 } }
+
+  try {
+    await getEnergyBalance(mockCtx, mockReq, {})
+    t.fail('should have thrown')
+  } catch (err) {
+    t.is(err.message, 'ERR_INVALID_DATE_RANGE', 'should throw invalid range error')
+  }
+  t.pass()
+})
+
+test('getEnergyBalance - empty ork results', async (t) => {
+  const mockCtx = {
+    conf: {
+      orks: [{ rpcPublicKey: 'key1' }]
+    },
+    net_r0: {
+      jRequest: async () => ({})
+    },
+    globalDataBee: {
+      sub: () => ({
+        sub: () => ({
+          createReadStream: () => (async function * () {})()
+        })
+      })
+    }
+  }
+
+  const mockReq = {
+    query: { start: 1700000000000, end: 1700100000000, period: 'daily' }
+  }
+
+  const result = await getEnergyBalance(mockCtx, mockReq, {})
+  t.ok(result.log, 'should return log array')
+  t.ok(result.summary, 'should return summary')
+  t.is(result.log.length, 0, 'log should be empty with no data')
+  t.pass()
+})
+
+test('processConsumptionData - processes daily data from ORK', (t) => {
+  const results = [
+    [{ type: 'powermeter', data: [{ ts: 1700006400000, val: { site_power_w: 5000 } }], error: null }]
+  ]
+
+  const daily = processConsumptionData(results)
+  t.ok(typeof daily === 'object', 'should return object')
+  t.ok(Object.keys(daily).length > 0, 'should have entries')
+  const key = Object.keys(daily)[0]
+  t.is(daily[key].powerW, 5000, 'should extract power from val')
+  t.pass()
+})
+
+test('processConsumptionData - processes object-keyed data', (t) => {
+  const results = [
+    [{ data: { 1700006400000: { site_power_w: 5000 } } }]
+  ]
+
+  const daily = processConsumptionData(results)
+  t.ok(typeof daily === 'object', 'should return object')
+  t.pass()
+})
+
+test('processConsumptionData - handles error results', (t) => {
+  const results = [{ error: 'timeout' }]
+  const daily = processConsumptionData(results)
+  t.ok(typeof daily === 'object', 'should return object')
+  t.is(Object.keys(daily).length, 0, 'should be empty for error results')
+  t.pass()
+})
+
+test('processTransactionData - processes F2Pool data', (t) => {
+  const results = [
+    [{ ts: 1700006400000, transactions: [{ created_at: 1700006400, changed_balance: 0.001 }] }]
+  ]
+
+  const daily = processTransactionData(results)
+  t.ok(typeof daily === 'object', 'should return object')
+  t.ok(Object.keys(daily).length > 0, 'should have entries')
+  const key = Object.keys(daily)[0]
+  t.is(daily[key].revenueBTC, 0.001, 'should use changed_balance directly as BTC')
+  t.pass()
+})
+
+test('processTransactionData - processes Ocean data', (t) => {
+  const results = [
+    [{ ts: 1700006400000, transactions: [{ ts: 1700006400, satoshis_net_earned: 50000000 }] }]
+  ]
+
+  const daily = processTransactionData(results)
+  t.ok(typeof daily === 'object', 'should return object')
+  t.ok(Object.keys(daily).length > 0, 'should have entries')
+  const key = Object.keys(daily)[0]
+  t.is(daily[key].revenueBTC, 0.5, 'should convert sats to BTC')
+  t.pass()
+})
+
+test('processTransactionData - handles error results', (t) => {
+  const results = [{ error: 'timeout' }]
+  const daily = processTransactionData(results)
+  t.ok(typeof daily === 'object', 'should return object')
+  t.is(Object.keys(daily).length, 0, 'should be empty for error results')
+  t.pass()
+})
+
+test('processPriceData - processes mempool price data', (t) => {
+  const results = [
+    [{ ts: 1700006400000, priceUSD: 40000 }]
+  ]
+
+  const daily = processPriceData(results)
+  t.ok(typeof daily === 'object', 'should return object')
+  t.ok(Object.keys(daily).length > 0, 'should have entries')
+  const key = Object.keys(daily)[0]
+  t.is(daily[key], 40000, 'should extract priceUSD')
+  t.pass()
+})
+
+test('extractCurrentPrice - extracts currentPrice from mempool data', (t) => {
+  const results = [
+    [{ currentPrice: 42000, blockHeight: 900000 }]
+  ]
+  const price = extractCurrentPrice(results)
+  t.is(price, 42000, 'should extract currentPrice')
+  t.pass()
+})
+
+test('extractCurrentPrice - extracts priceUSD', (t) => {
+  const results = [
+    [{ ts: 1700006400000, priceUSD: 42000 }]
+  ]
+  const price = extractCurrentPrice(results)
+  t.is(price, 42000, 'should extract priceUSD')
+  t.pass()
+})
+
+test('extractCurrentPrice - handles error results', (t) => {
+  const results = [{ error: 'timeout' }]
+  const price = extractCurrentPrice(results)
+  t.is(price, 0, 'should return 0 for error results')
+  t.pass()
+})
+
+test('processCostsData - processes dashboard format (energyCostsUSD)', (t) => {
+  const costs = [
+    { region: 'site1', year: 2023, month: 11, energyCostsUSD: 30000, operationalCostsUSD: 6000 }
+  ]
+
+  const result = processCostsData(costs)
+  t.ok(result['2023-11'], 'should have month key')
+  t.is(result['2023-11'].energyCostPerDay, 1000, 'should have daily energy cost (30000/30)')
+  t.is(result['2023-11'].operationalCostPerDay, 200, 'should have daily operational cost (6000/30)')
+  t.pass()
+})
+
+test('processCostsData - processes app-node format (energyCost)', (t) => {
+  const costs = [
+    { site: 'site1', year: 2023, month: 11, energyCost: 30000, operationalCost: 6000 }
+  ]
+
+  const result = processCostsData(costs)
+  t.ok(result['2023-11'], 'should have month key')
+  t.is(result['2023-11'].energyCostPerDay, 1000, 'should have daily energy cost (30000/30)')
+  t.is(result['2023-11'].operationalCostPerDay, 200, 'should have daily operational cost (6000/30)')
+  t.pass()
+})
+
+test('processCostsData - handles non-array input', (t) => {
+  const result = processCostsData(null)
+  t.ok(typeof result === 'object', 'should return object')
+  t.is(Object.keys(result).length, 0, 'should be empty')
+  t.pass()
+})
+
+test('calculateSummary - calculates from log entries', (t) => {
+  const log = [
+    { revenueBTC: 0.5, revenueUSD: 20000, totalCostUSD: 5000, profitUSD: 15000, consumptionMWh: 100 },
+    { revenueBTC: 0.3, revenueUSD: 12000, totalCostUSD: 3000, profitUSD: 9000, consumptionMWh: 60 }
+  ]
+
+  const summary = calculateSummary(log)
+  t.is(summary.totalRevenueBTC, 0.8, 'should sum BTC revenue')
+  t.is(summary.totalRevenueUSD, 32000, 'should sum USD revenue')
+  t.is(summary.totalCostUSD, 8000, 'should sum costs')
+  t.is(summary.totalProfitUSD, 24000, 'should sum profit')
+  t.is(summary.totalConsumptionMWh, 160, 'should sum consumption')
+  t.ok(summary.avgCostPerMWh !== null, 'should calculate avg cost per MWh')
+  t.ok(summary.avgRevenuePerMWh !== null, 'should calculate avg revenue per MWh')
+  t.pass()
+})
+
+test('calculateSummary - handles empty log', (t) => {
+  const summary = calculateSummary([])
+  t.is(summary.totalRevenueBTC, 0, 'should be zero')
+  t.is(summary.totalRevenueUSD, 0, 'should be zero')
+  t.is(summary.avgCostPerMWh, null, 'should be null')
+  t.pass()
+})
diff --git a/tests/unit/lib/period.utils.test.js b/tests/unit/lib/period.utils.test.js
new file mode 100644
index 0000000..46ebaf4
--- /dev/null
+++ b/tests/unit/lib/period.utils.test.js
@@ -0,0 +1,170 @@
+'use strict'
+
+const test = require('brittle')
+const {
+  getStartOfDay,
+  convertMsToSeconds,
+  getPeriodEndDate,
+  aggregateByPeriod,
+  getPeriodKey,
+  isTimestampInPeriod,
+  getFilteredPeriodData
+} = require('../../../workers/lib/period.utils')
+
+test('getStartOfDay - returns start of day timestamp', (t) => {
+  const ts = 1700050000000
+  const result = getStartOfDay(ts)
+  t.ok(result <= ts, 'should be less than or equal to input')
+  t.is(result % 86400000, 0, 'should be divisible by 86400000')
+  t.pass()
+})
+
+test('getStartOfDay - already at start of day', (t) => {
+  const ts = 1700006400000
+  const result = getStartOfDay(ts)
+  t.is(result, ts, 'should return same timestamp if already start of day')
+  t.pass()
+})
+
+test('aggregateByPeriod - returns log unchanged for daily period', (t) => {
+  const log = [
+    { ts: 1700006400000, value: 10 },
+    { ts: 1700092800000, value: 20 }
+  ]
+  const result = aggregateByPeriod(log, 'daily')
+  t.is(result.length, 2, 'should return same length')
+  t.alike(result, log, 'should return same entries')
+  t.pass()
+})
+
+test('aggregateByPeriod - aggregates monthly', (t) => {
+  const log = [
+    { ts: 1700006400000, value: 10, region: 'us' },
+    { ts: 1700092800000, value: 20, region: 'us' }
+  ]
+  const result = aggregateByPeriod(log, 'monthly')
+  t.ok(result.length >= 1, 'should have at least one aggregated entry')
+  t.ok(result[0].month, 'should have month field')
+  t.ok(result[0].year, 'should have year field')
+  t.pass()
+})
+
+test('aggregateByPeriod - aggregates yearly', (t) => {
+  const log = [
+    { ts: 1700006400000, value: 10, region: 'us' },
+    { ts: 1700092800000, value: 20, region: 'us' }
+  ]
+  const result = aggregateByPeriod(log, 'yearly')
+  t.ok(result.length >= 1, 'should have at least one aggregated entry')
+  t.ok(result[0].year, 'should have year field')
+  t.pass()
+})
+
+test('aggregateByPeriod - handles empty log', (t) => {
+  const result = aggregateByPeriod([], 'monthly')
+  t.is(result.length, 0, 'should return empty array')
+  t.pass()
+})
+
+test('aggregateByPeriod - handles invalid timestamps', (t) => {
+  const log = [
+    { ts: 'invalid', value: 10 },
+    { ts: 1700006400000, value: 20 }
+  ]
+  const result = aggregateByPeriod(log, 'monthly')
+  t.ok(result.length >= 1, 'should skip invalid entries')
+  t.pass()
+})
+
+test('getPeriodKey - daily returns start of day', (t) => {
+  const ts = 1700050000000
+  const result = getPeriodKey(ts, 'daily')
+  t.is(result % 86400000, 0, 'should be start of day')
+  t.pass()
+})
+
+test('getPeriodKey - monthly returns start of month', (t) => {
+  const ts = 1700050000000
+  const result = getPeriodKey(ts, 'monthly')
+  const date = new Date(result)
+  t.is(date.getDate(), 1, 'should be first day of month')
+  t.pass()
+})
+
+test('getPeriodKey - yearly returns start of year', (t) => {
+  const ts = 1700050000000
+  const result = getPeriodKey(ts, 'yearly')
+  const date = new Date(result)
+  t.is(date.getMonth(), 0, 'should be January')
+  t.is(date.getDate(), 1, 'should be first day')
+  t.pass()
+})
+
+test('isTimestampInPeriod - daily exact match', (t) => {
+  const ts = 1700006400000
+  t.ok(isTimestampInPeriod(ts, ts, 'daily'), 'should match exact timestamp')
+  t.ok(!isTimestampInPeriod(ts + 86400000, ts, 'daily'), 'should not match different day')
+  t.pass()
+})
+
+test('isTimestampInPeriod - monthly range', (t) => {
+  const monthStart = new Date(2023, 10, 1).getTime()
+  const midMonth = new Date(2023, 10, 15).getTime()
+  const nextMonth = new Date(2023, 11, 1).getTime()
+
+  t.ok(isTimestampInPeriod(midMonth, monthStart, 'monthly'), 'mid-month should be in period')
+  t.ok(!isTimestampInPeriod(nextMonth, monthStart, 'monthly'), 'next month should not be in period')
+  t.pass()
+})
+
+test('getFilteredPeriodData - daily returns direct lookup', (t) => {
+  const data = { 1700006400000: { value: 42 } }
+  const result = getFilteredPeriodData(data, 1700006400000, 'daily', () => null)
+  t.alike(result, { value: 42 }, 'should return data for timestamp')
+  t.pass()
+})
+
+test('getFilteredPeriodData - daily returns empty object for missing with default filterFn', (t) => {
+  const data = {}
+  const result = getFilteredPeriodData(data, 1700006400000, 'daily')
+  t.alike(result, {}, 'should return empty object for missing data with default filterFn')
+  t.pass()
+})
+
+test('getFilteredPeriodData - monthly filters with callback', (t) => {
+  const monthStart = new Date(2023, 10, 1).getTime()
+  const day1 = new Date(2023, 10, 5).getTime()
+  const day2 = new Date(2023, 10, 15).getTime()
+  const data = {
+    [day1]: { value: 10 },
+    [day2]: { value: 20 }
+  }
+
+  const result = getFilteredPeriodData(data, monthStart, 'monthly', (entries) => {
+    return entries.reduce((sum, [, val]) => sum + val.value, 0)
+  })
+
+  t.is(result, 30, 'should sum values in period')
+  t.pass()
+})
+
+test('convertMsToSeconds - converts milliseconds to seconds', (t) => {
+  t.is(convertMsToSeconds(1700006400000), 1700006400, 'should convert ms to seconds')
+  t.is(convertMsToSeconds(1700006400500), 1700006400, 'should floor fractional seconds')
+  t.pass()
+})
+
+test('getPeriodEndDate - monthly returns next month', (t) => {
+  const monthStart = new Date(2023, 10, 1).getTime()
+  const result = getPeriodEndDate(monthStart, 'monthly')
+  t.is(result.getMonth(), 11, 'should be next month')
+  t.is(result.getFullYear(), 2023, 'should be same year')
+  t.pass()
+})
+
+test('getPeriodEndDate - yearly returns next year', (t) => {
+  const yearStart = new Date(2023, 0, 1).getTime()
+  const result = getPeriodEndDate(yearStart, 'yearly')
+  t.is(result.getFullYear(), 2024, 'should be next year')
+  t.pass()
+})
diff --git a/tests/unit/routes/finance.routes.test.js b/tests/unit/routes/finance.routes.test.js
new file mode 100644
index 0000000..f87c47f
--- /dev/null
+++ b/tests/unit/routes/finance.routes.test.js
@@ -0,0 +1,57 @@
+'use strict'
+
+const test = require('brittle')
+const { testModuleStructure, testHandlerFunctions, testOnRequestFunctions } = require('../helpers/routeTestHelpers')
+const { createRoutesForTest } = require('../helpers/mockHelpers')
+
+const ROUTES_PATH = '../../../workers/lib/server/routes/finance.routes.js'
+
+test('finance routes - module structure', (t) => {
+  testModuleStructure(t, ROUTES_PATH, 'finance')
+  t.pass()
+})
+
+test('finance routes - route definitions', (t) => {
+  const routes = createRoutesForTest(ROUTES_PATH)
+
+  const routeUrls = routes.map(route => route.url)
+  t.ok(routeUrls.includes('/auth/finance/energy-balance'), 'should have energy-balance route')
+
+  t.pass()
+})
+
+test('finance routes - HTTP methods', (t) => {
+  const routes = createRoutesForTest(ROUTES_PATH)
+
+  routes.forEach(route => {
+    t.is(route.method, 'GET', `route ${route.url} should be GET`)
+  })
+
+  t.pass()
+})
+
+test('finance routes - schema integration', (t) => {
+  const routes = createRoutesForTest(ROUTES_PATH)
+
+  const routesWithSchemas = routes.filter(route => route.schema)
+  routesWithSchemas.forEach(route => {
+    t.ok(route.schema, `route ${route.url} should have schema`)
+    if (route.schema.querystring) {
+      t.ok(typeof route.schema.querystring === 'object', `route ${route.url} querystring should be object`)
+    }
+  })
+
+  t.pass()
+})
+
+test('finance routes - handler functions', (t) => {
+  const routes = createRoutesForTest(ROUTES_PATH)
+  testHandlerFunctions(t, routes, 'finance')
+  t.pass()
+})
+
+test('finance routes - onRequest functions', (t) => {
+  const routes = createRoutesForTest(ROUTES_PATH)
+  testOnRequestFunctions(t, routes, 'finance')
+  t.pass()
+})
diff --git a/workers/lib/constants.js b/workers/lib/constants.js
index f1f407e..622b8df 100644
--- a/workers/lib/constants.js
+++ b/workers/lib/constants.js
@@ -108,7 +108,10 @@ const ENDPOINTS = {
   THING_CONFIG: '/auth/thing-config',
 
   // WebSocket endpoint
-  WEBSOCKET: '/ws'
+  WEBSOCKET: '/ws',
+
+  // Finance endpoints
+  FINANCE_ENERGY_BALANCE: '/auth/finance/energy-balance'
 }
 
 const HTTP_METHODS = {
@@ -183,6 +186,53 @@ const STATUS_CODES = {
   INTERNAL_SERVER_ERROR: 500
 }
 
+const RPC_METHODS = {
+  TAIL_LOG_RANGE_AGGR: 'tailLogCustomRangeAggr',
+  GET_WRK_EXT_DATA: 'getWrkExtData',
+  LIST_THINGS: 'listThings',
+  TAIL_LOG: 'tailLog',
+  GLOBAL_CONFIG: 'getGlobalConfig'
+}
+
+const WORKER_TYPES = {
+  MINER: 'miner',
+  POWERMETER: 'powermeter',
+  MINERPOOL: 'minerpool',
+  MEMPOOL: 'mempool',
+  ELECTRICITY: 'electricity'
+}
+
+const AGGR_FIELDS = {
+  HASHRATE_SUM: 'hashrate_mhs_5m_sum_aggr',
+  SITE_POWER: 'site_power_w',
+  ENERGY_AGGR: 'energy_aggr',
+  ACTIVE_ENERGY_IN: 'active_energy_in_aggr',
+  UTE_ENERGY: 'ute_energy_aggr'
+}
+
+const PERIOD_TYPES = {
+  DAILY: 'daily',
+  WEEKLY: 'weekly',
+  MONTHLY: 'monthly',
+  YEARLY: 'yearly'
+}
+
+const MINERPOOL_EXT_DATA_KEYS = {
+  TRANSACTIONS: 'transactions',
+  STATS: 'stats'
+}
+
+const NON_METRIC_KEYS = [
+  'ts',
+  'site',
+  'year',
+  'monthName',
+  'month',
+  'period'
+]
+
+const BTC_SATS = 100000000
+
 const RPC_TIMEOUT = 15000
 const RPC_CONCURRENCY_LIMIT = 2
 
@@ -202,5 +252,12 @@ module.exports = {
   STATUS_CODES,
   RPC_TIMEOUT,
   RPC_CONCURRENCY_LIMIT,
-  USER_SETTINGS_TYPE
+  USER_SETTINGS_TYPE,
+  RPC_METHODS,
+  WORKER_TYPES,
+  AGGR_FIELDS,
+  PERIOD_TYPES,
+  MINERPOOL_EXT_DATA_KEYS,
+  NON_METRIC_KEYS,
+  BTC_SATS
 }
diff --git a/workers/lib/period.utils.js b/workers/lib/period.utils.js
new file mode 100644
index 0000000..63a1144
--- /dev/null
+++ b/workers/lib/period.utils.js
@@ -0,0 +1,176 @@
+'use strict'
+
+const { PERIOD_TYPES, NON_METRIC_KEYS } = require('./constants')
+
+const getStartOfDay = (ts) => Math.floor(ts / 86400000) * 86400000
+
+const convertMsToSeconds = (timestampMs) => {
+  return Math.floor(timestampMs / 1000)
+}
+
+const PERIOD_CALCULATORS = {
+  daily: (timestamp) => getStartOfDay(timestamp),
+  monthly: (timestamp) => {
+    const date = new Date(timestamp)
+    return new Date(date.getFullYear(), date.getMonth(), 1).getTime()
+  },
+  yearly: (timestamp) => {
+    const date = new Date(timestamp)
+    return new Date(date.getFullYear(), 0, 1).getTime()
+  }
+}
+
+const aggregateByPeriod = (log, period, nonMetricKeys = []) => {
+  if (period === PERIOD_TYPES.DAILY) {
+    return log
+  }
+
+  const allNonMetricKeys = new Set([...NON_METRIC_KEYS, ...nonMetricKeys])
+
+  const grouped = log.reduce((acc, entry) => {
+    let date
+    try {
+      date = new Date(Number(entry.ts))
+
+      if (isNaN(date.getTime())) {
+        return acc
+      }
+    } catch (error) {
+      return acc
+    }
+
+    let groupKey
+
+    if (period === PERIOD_TYPES.MONTHLY) {
+      groupKey = `${date.getFullYear()}-${String(date.getMonth() + 1).padStart(2, '0')}`
+    } else if (period === PERIOD_TYPES.YEARLY) {
+      groupKey = `${date.getFullYear()}`
+    } else {
+      groupKey = `${entry.ts}`
+    }
+
+    if (!acc[groupKey]) {
+      acc[groupKey] = []
+    }
+    acc[groupKey].push(entry)
+    return acc
+  }, {})
+
+  const aggregatedResults = Object.entries(grouped).map(([groupKey, entries]) => {
+    const aggregated = entries.reduce((acc, entry) => {
+      Object.entries(entry).forEach(([key, val]) => {
+        if (allNonMetricKeys.has(key)) {
+          if (!acc[key] || acc[key] === null || acc[key] === undefined) {
+            acc[key] = val
+          }
+        } else {
+          const numVal = Number(val) || 0
+          acc[key] = (acc[key] || 0) + numVal
+        }
+      })
+      return acc
+    }, {})
+
+    try {
+      if (period === PERIOD_TYPES.MONTHLY) {
+        const [year, month] = groupKey.split('-').map(Number)
+
+        const newDate = new Date(year, month - 1, 1)
+        if (isNaN(newDate.getTime())) {
+          throw new Error(`Invalid date for monthly grouping: ${groupKey}`)
+        }
+
+        aggregated.ts = newDate.getTime()
+        aggregated.month = month
+        aggregated.year = year
+        aggregated.monthName = newDate.toLocaleString('en-US', { month: 'long' })
+      } else if (period === PERIOD_TYPES.YEARLY) {
+        const year = parseInt(groupKey)
+
+        const newDate = new Date(year, 0, 1)
+        if (isNaN(newDate.getTime())) {
+          throw new Error(`Invalid date for yearly grouping: ${groupKey}`)
+        }
+
+        aggregated.ts = newDate.getTime()
+        aggregated.year = year
+      }
+    } catch (error) {
+      aggregated.ts = entries[0].ts
+
+      try {
+        const fallbackDate = new Date(Number(entries[0].ts))
+        if (!isNaN(fallbackDate.getTime())) {
+          if (period === PERIOD_TYPES.MONTHLY) {
+            aggregated.month = fallbackDate.getMonth() + 1
+            aggregated.year = fallbackDate.getFullYear()
+            aggregated.monthName = fallbackDate.toLocaleString('en-US', { month: 'long' })
+          } else if (period === PERIOD_TYPES.YEARLY) {
+            aggregated.year = fallbackDate.getFullYear()
+          }
+        }
+      } catch (fallbackError) {
+        console.warn('Could not extract date info from fallback timestamp', fallbackError)
+      }
+    }
+
+    return aggregated
+  })
+
+  return aggregatedResults.sort((a, b) => Number(b.ts) - Number(a.ts))
+}
+
+const getPeriodKey = (timestamp, period) => {
+  const calculator = PERIOD_CALCULATORS[period] || PERIOD_CALCULATORS.daily
+  return calculator(timestamp)
+}
+
+const getPeriodEndDate = (periodTs, period) => {
+  const periodEnd = new Date(periodTs)
+
+  switch (period) {
+    case PERIOD_TYPES.MONTHLY:
+      periodEnd.setMonth(periodEnd.getMonth() + 1)
+      break
+    case PERIOD_TYPES.YEARLY:
+      periodEnd.setFullYear(periodEnd.getFullYear() + 1)
+      break
+  }
+
+  return periodEnd
+}
+
+const isTimestampInPeriod = (timestamp, periodTs, period) => {
+  if (period === PERIOD_TYPES.DAILY) return timestamp === periodTs
+
+  const periodEnd = getPeriodEndDate(periodTs, period)
+  return timestamp >= periodTs && timestamp < periodEnd.getTime()
+}
+
+const getFilteredPeriodData = (
+  sourceData,
+  periodTs,
+  period,
+  filterFn = (entries) => entries
+) => {
+  if (period === PERIOD_TYPES.DAILY) {
+    return sourceData[periodTs] || (typeof filterFn === 'function' ? {} : 0)
+  }
+
+  const entriesInPeriod = Object.entries(sourceData).filter(([tsStr]) => {
+    const timestamp = Number(tsStr)
+    return isTimestampInPeriod(timestamp, periodTs, period)
+  })
+
+  return filterFn(entriesInPeriod, sourceData)
+}
+
+module.exports = {
+  getStartOfDay,
+  convertMsToSeconds,
+  getPeriodEndDate,
+  aggregateByPeriod,
+  getPeriodKey,
+  isTimestampInPeriod,
+  getFilteredPeriodData
+}
diff --git a/workers/lib/server/handlers/finance.handlers.js b/workers/lib/server/handlers/finance.handlers.js
new file mode 100644
index 0000000..a5abcc1
--- /dev/null
+++ b/workers/lib/server/handlers/finance.handlers.js
@@ -0,0 +1,403 @@
+'use strict'
+
+const {
+  WORKER_TYPES,
+  AGGR_FIELDS,
+  PERIOD_TYPES,
+  MINERPOOL_EXT_DATA_KEYS,
+  RPC_METHODS,
+  BTC_SATS,
+  GLOBAL_DATA_TYPES
+} = require('../../constants')
+const {
+  requestRpcEachLimit,
+  getStartOfDay,
+  safeDiv,
+  runParallel
+} = require('../../utils')
+const { aggregateByPeriod } = require('../../period.utils')
+
+async function getEnergyBalance (ctx, req) {
+  const start = Number(req.query.start)
+  const end = Number(req.query.end)
+  const period = req.query.period || PERIOD_TYPES.DAILY
+
+  if (!start || !end) {
+    throw new Error('ERR_MISSING_START_END')
+  }
+
+  if (start >= end) {
+    throw new Error('ERR_INVALID_DATE_RANGE')
+  }
+
+  const startDate = new Date(start).toISOString()
+  const endDate = new Date(end).toISOString()
+
+  const [
+    consumptionResults,
+    transactionResults,
+    priceResults,
+    currentPriceResults,
+    productionCosts,
+    activeEnergyInResults,
+    uteEnergyResults,
+    globalConfigResults
+  ] = await runParallel([
+    (cb) => requestRpcEachLimit(ctx, RPC_METHODS.TAIL_LOG_RANGE_AGGR, {
+      keys: [{
+        type: WORKER_TYPES.POWERMETER,
+        startDate,
+        endDate,
+        fields: { [AGGR_FIELDS.SITE_POWER]: 1 },
+        shouldReturnDailyData: 1
+      }]
+    }).then(r => cb(null, r)).catch(cb),
+
+    (cb) => requestRpcEachLimit(ctx, RPC_METHODS.GET_WRK_EXT_DATA, {
+      type: WORKER_TYPES.MINERPOOL,
+      query: { key: MINERPOOL_EXT_DATA_KEYS.TRANSACTIONS, start, end }
+    }).then(r => cb(null, r)).catch(cb),
+
+    (cb) => requestRpcEachLimit(ctx, RPC_METHODS.GET_WRK_EXT_DATA, {
+      type: WORKER_TYPES.MEMPOOL,
+      query: { key: 'HISTORICAL_PRICES', start, end }
+    }).then(r => cb(null, r)).catch(cb),
+
+    (cb) => requestRpcEachLimit(ctx, RPC_METHODS.GET_WRK_EXT_DATA, {
+      type: WORKER_TYPES.MEMPOOL,
+      query: { key: 'current_price' }
+    }).then(r => cb(null, r)).catch(cb),
+
+    (cb) => getProductionCosts(ctx, req.query.site, start, end)
+      .then(r => cb(null, r)).catch(cb),
+
+    (cb) => requestRpcEachLimit(ctx, RPC_METHODS.GET_WRK_EXT_DATA, {
+      type: WORKER_TYPES.ELECTRICITY,
+      query: { key: 'stats-history', start, end, groupRange: '1D' }
+    }).then(r => cb(null, r)).catch(cb),
+
+    (cb) => requestRpcEachLimit(ctx, RPC_METHODS.GET_WRK_EXT_DATA, {
+      type: WORKER_TYPES.ELECTRICITY,
+      query: { key: 'stats-history', start, end, groupRange: '1D' }
+    }).then(r => cb(null, r)).catch(cb),
+
+    (cb) => requestRpcEachLimit(ctx, RPC_METHODS.GLOBAL_CONFIG, {})
+      .then(r => cb(null, r)).catch(cb)
+  ])
+
+  const dailyConsumption = processConsumptionData(consumptionResults)
+  const dailyTransactions = processTransactionData(transactionResults)
+  const dailyPrices = processPriceData(priceResults)
+  const currentBtcPrice = extractCurrentPrice(currentPriceResults)
+  const costsByMonth = processCostsData(productionCosts)
+  const dailyActiveEnergyIn = processEnergyData(activeEnergyInResults, AGGR_FIELDS.ACTIVE_ENERGY_IN)
+  const dailyUteEnergy = processEnergyData(uteEnergyResults, AGGR_FIELDS.UTE_ENERGY)
+  const nominalPowerMW = extractNominalPower(globalConfigResults)
+
+  const allDays = new Set([
+    ...Object.keys(dailyConsumption),
+    ...Object.keys(dailyTransactions)
+  ])
+
+  const log = []
+  for (const dayTs of [...allDays].sort()) {
+    const ts = Number(dayTs)
+    const consumption = dailyConsumption[dayTs] || {}
+    const transactions = dailyTransactions[dayTs] || {}
+    const btcPrice = dailyPrices[dayTs] || currentBtcPrice || 0
+
+    const powerW = consumption.powerW || 0
+    const powerMWh = (powerW * 24) / 1000000
+    const revenueBTC = transactions.revenueBTC || 0
+    const revenueUSD = revenueBTC * btcPrice
+
+    const monthKey = `${new Date(ts).getFullYear()}-${String(new Date(ts).getMonth() + 1).padStart(2, '0')}`
+    const costs = costsByMonth[monthKey] || {}
+    const energyCostUSD = costs.energyCostPerDay || 0
+    const totalCostUSD = energyCostUSD + (costs.operationalCostPerDay || 0)
+
+    const activeEnergyIn = dailyActiveEnergyIn[dayTs] || 0
+    const uteEnergy = dailyUteEnergy[dayTs] || 0
+    const consumptionMWh = powerMWh
+
+    const curtailmentMWh = activeEnergyIn > 0
+      ? activeEnergyIn - consumptionMWh
+      : null
+    const curtailmentRate = curtailmentMWh !== null
+      ? safeDiv(curtailmentMWh, consumptionMWh)
+      : null
+
+    const operationalIssuesRate = uteEnergy > 0
+      ? safeDiv(uteEnergy - consumptionMWh, uteEnergy)
+      : null
+
+    const actualPowerMW = powerW / 1000000
+    const powerUtilization = nominalPowerMW > 0
+      ? safeDiv(actualPowerMW, nominalPowerMW)
+      : null
+
+    log.push({
+      ts,
+      powerW,
+      consumptionMWh,
+      revenueBTC,
+      revenueUSD,
+      btcPrice,
+      energyCostUSD,
+      totalCostUSD,
+      energyRevenuePerMWh: safeDiv(revenueUSD, powerMWh),
+      allInCostPerMWh: safeDiv(totalCostUSD, powerMWh),
+      profitUSD: revenueUSD - totalCostUSD,
+      curtailmentMWh,
+      curtailmentRate,
+      operationalIssuesRate,
+      powerUtilization
+    })
+  }
+
+  const aggregated = aggregateByPeriod(log, period)
+  const summary = calculateSummary(aggregated)
+
+  return { log: aggregated, summary }
+}
+
+function processConsumptionData (results) {
+  const daily = {}
+  for (const res of results) {
+    if (res.error || !res) continue
+    const data = Array.isArray(res) ? res : (res.data || res.result || [])
+    if (!Array.isArray(data)) continue
+    for (const entry of data) {
+      if (!entry || entry.error) continue
+      const items = entry.data || entry.items || entry
+      if (Array.isArray(items)) {
+        for (const item of items) {
+          const ts = getStartOfDay(item.ts || item.timestamp)
+          if (!ts) continue
+          if (!daily[ts]) daily[ts] = { powerW: 0 }
+          const val = item.val || item
+          daily[ts].powerW += (val[AGGR_FIELDS.SITE_POWER] || val.site_power_w || 0)
+        }
+      } else if (typeof items === 'object') {
+        for (const [key, val] of Object.entries(items)) {
+          const ts = getStartOfDay(Number(key))
+          if (!ts) continue
+          if (!daily[ts]) daily[ts] = { powerW: 0 }
+          const power = typeof val === 'object' ? (val[AGGR_FIELDS.SITE_POWER] || val.site_power_w || 0) : (Number(val) || 0)
+          daily[ts].powerW += power
+        }
+      }
+    }
+  }
+  return daily
+}
+
+function normalizeTimestampMs (ts) {
+  if (!ts) return 0
+  return ts < 1e12 ? ts * 1000 : ts
+}
+
+function processTransactionData (results) {
+  const daily = {}
+  for (const res of results) {
+    if (!res || res.error) continue
+    const data = Array.isArray(res) ? res : (res.data || res.result || [])
+    if (!Array.isArray(data)) continue
+    for (const tx of data) {
+      if (!tx) continue
+      const txList = tx.data || tx.transactions || tx
+      if (!Array.isArray(txList)) continue
+      for (const t of txList) {
+        if (!t) continue
+        const rawTs = t.ts || t.created_at || t.timestamp || t.time
+        const ts = getStartOfDay(normalizeTimestampMs(rawTs))
+        if (!ts) continue
+        const day = daily[ts] ??= { revenueBTC: 0 }
+        if (t.satoshis_net_earned) {
+          day.revenueBTC += Math.abs(t.satoshis_net_earned) / BTC_SATS
+        } else {
+          day.revenueBTC += Math.abs(t.changed_balance || t.amount || t.value || 0)
+        }
+      }
+    }
+  }
+  return daily
+}
+
+function processPriceData (results) {
+  const daily = {}
+  for (const res of results) {
+    if (res.error || !res) continue
+    const data = Array.isArray(res) ? res : (res.data || res.result || [])
+    if (!Array.isArray(data)) continue
+    for (const entry of data) {
+      if (!entry) continue
+      const rawTs = entry.ts || entry.timestamp || entry.time
+      const ts = getStartOfDay(normalizeTimestampMs(rawTs))
+      const price = entry.priceUSD || entry.price
+      if (ts && price) {
+        daily[ts] = price
+      }
+    }
+  }
+  return daily
+}
+
+function extractCurrentPrice (results) {
+  for (const res of results) {
+    if (res.error || !res) continue
+    const data = Array.isArray(res) ? res : [res]
+    for (const entry of data) {
+      if (!entry) continue
+      if (entry.currentPrice) return entry.currentPrice
+      if (entry.priceUSD) return entry.priceUSD
+      if (entry.price) return entry.price
+    }
+  }
+  return 0
+}
+
+function processEnergyData (results, aggrField) {
+  const daily = {}
+  for (const res of results) {
+    if (!res || res.error) continue
+    const data = Array.isArray(res) ? res : (res.data || res.result || [])
+    if (!Array.isArray(data)) continue
+    for (const entry of data) {
+      if (!entry) continue
+      const items = Array.isArray(entry) ? entry : (entry.data || entry)
+      if (Array.isArray(items)) {
+        for (const item of items) {
+          if (!item) continue
+          const ts = getStartOfDay(item.ts || item.timestamp)
+          if (!ts) continue
+          const energyAggr = item[AGGR_FIELDS.ENERGY_AGGR]
+          if (energyAggr && energyAggr[aggrField]) {
+            daily[ts] = (daily[ts] || 0) + Number(energyAggr[aggrField])
+          }
+        }
+      }
+    }
+  }
+  return daily
+}
+
+function extractNominalPower (results) {
+  for (const res of results) {
+    if (!res || res.error) continue
+    const data = Array.isArray(res) ? res : [res]
+    for (const entry of data) {
+      if (!entry) continue
+      if (entry.nominalPowerAvailability_MW) return entry.nominalPowerAvailability_MW
+    }
+  }
+  return 0
+}
+
+async function getProductionCosts (ctx, site, start, end) {
+  if (!ctx.globalDataLib) return []
+  const costs = await ctx.globalDataLib.getGlobalData({
+    type: GLOBAL_DATA_TYPES.PRODUCTION_COSTS
+  })
+  if (!Array.isArray(costs)) return []
+
+  const startDate = new Date(start)
+  const endDate = new Date(end)
+  return costs.filter(entry => {
+    if (!entry || !entry.year || !entry.month) return false
+    if (site && entry.site !== site) return false
+    const entryDate = new Date(entry.year, entry.month - 1, 1)
+    return entryDate >= startDate && entryDate <= endDate
+  })
+}
+
+function processCostsData (costs) {
+  const byMonth = {}
+  if (!Array.isArray(costs)) return byMonth
+  for (const entry of costs) {
+    if (!entry || !entry.year || !entry.month) continue
+    const key = `${entry.year}-${String(entry.month).padStart(2, '0')}`
+    const daysInMonth = new Date(entry.year, entry.month, 0).getDate()
+    byMonth[key] = {
+      energyCostPerDay: (entry.energyCost || entry.energyCostsUSD || 0) / daysInMonth,
+      operationalCostPerDay: (entry.operationalCost || entry.operationalCostsUSD || 0) / daysInMonth
+    }
+  }
+  return byMonth
+}
+
+function calculateSummary (log) {
+  if (!log.length) {
+    return {
+      totalRevenueBTC: 0,
+      totalRevenueUSD: 0,
+      totalCostUSD: 0,
+      totalProfitUSD: 0,
+      avgCostPerMWh: null,
+      avgRevenuePerMWh: null,
+      totalConsumptionMWh: 0,
+      avgCurtailmentRate: null,
+      avgOperationalIssuesRate: null,
+      avgPowerUtilization: null
+    }
+  }
+
+  const totals = log.reduce((acc, entry) => {
+    acc.revenueBTC += entry.revenueBTC || 0
+    acc.revenueUSD += entry.revenueUSD || 0
+    acc.costUSD += entry.totalCostUSD || 0
+    acc.profitUSD += entry.profitUSD || 0
+    acc.consumptionMWh += entry.consumptionMWh || 0
+    if (entry.curtailmentRate !== null && entry.curtailmentRate !== undefined) {
+      acc.curtailmentRateSum += entry.curtailmentRate
+      acc.curtailmentRateCount++
+    }
+    if (entry.operationalIssuesRate !== null && entry.operationalIssuesRate !== undefined) {
+      acc.operationalIssuesRateSum += entry.operationalIssuesRate
+      acc.operationalIssuesRateCount++
+    }
+    if (entry.powerUtilization !== null && entry.powerUtilization !== undefined) {
+      acc.powerUtilizationSum += entry.powerUtilization
+      acc.powerUtilizationCount++
+    }
+    return acc
+  }, {
+    revenueBTC: 0,
+    revenueUSD: 0,
+    costUSD: 0,
+    profitUSD: 0,
+    consumptionMWh: 0,
+    curtailmentRateSum: 0,
+    curtailmentRateCount: 0,
+    operationalIssuesRateSum: 0,
+    operationalIssuesRateCount: 0,
+    powerUtilizationSum: 0,
+    powerUtilizationCount: 0
+  })
+
+  return {
+    totalRevenueBTC: totals.revenueBTC,
+    totalRevenueUSD: totals.revenueUSD,
+    totalCostUSD: totals.costUSD,
+    totalProfitUSD: totals.profitUSD,
+    avgCostPerMWh: safeDiv(totals.costUSD, totals.consumptionMWh),
+    avgRevenuePerMWh: safeDiv(totals.revenueUSD, totals.consumptionMWh),
+    totalConsumptionMWh: totals.consumptionMWh,
+    avgCurtailmentRate: safeDiv(totals.curtailmentRateSum, totals.curtailmentRateCount),
+    avgOperationalIssuesRate: safeDiv(totals.operationalIssuesRateSum, totals.operationalIssuesRateCount),
+    avgPowerUtilization: safeDiv(totals.powerUtilizationSum, totals.powerUtilizationCount)
+  }
+}
+
+module.exports = {
+  getEnergyBalance,
+  getProductionCosts,
+  processConsumptionData,
+  processTransactionData,
+  processPriceData,
+  extractCurrentPrice,
+  processEnergyData,
+  extractNominalPower,
+  processCostsData,
+  calculateSummary
+}
diff --git a/workers/lib/server/index.js b/workers/lib/server/index.js
index ac884da..eb67811 100644
--- a/workers/lib/server/index.js
+++ b/workers/lib/server/index.js
@@ -8,6 +8,7 @@ const globalRoutes = require('./routes/global.routes')
 const thingsRoutes = require('./routes/things.routes')
 const settingsRoutes = require('./routes/settings.routes')
 const wsRoutes = require('./routes/ws.routes')
+const financeRoutes = require('./routes/finance.routes')
 
 /**
  * Collect all routes into a flat array for server injection.
@@ -22,7 +23,8 @@ function routes (ctx) {
     ...thingsRoutes(ctx),
     ...usersRoutes(ctx),
     ...settingsRoutes(ctx),
-    ...wsRoutes(ctx)
+    ...wsRoutes(ctx),
+    ...financeRoutes(ctx)
   ]
 }
 
diff --git a/workers/lib/server/routes/finance.routes.js b/workers/lib/server/routes/finance.routes.js
new file mode 100644
index 0000000..4efc740
--- /dev/null
+++ b/workers/lib/server/routes/finance.routes.js
@@ -0,0 +1,36 @@
+'use strict'
+
+const {
+  ENDPOINTS,
+  HTTP_METHODS
+} = require('../../constants')
+const {
+  getEnergyBalance
+} = require('../handlers/finance.handlers')
+const { createCachedAuthRoute } = require('../lib/routeHelpers')
+
+module.exports = (ctx) => {
+  const schemas = require('../schemas/finance.schemas.js')
+
+  return [
+    {
+      method: HTTP_METHODS.GET,
+      url: ENDPOINTS.FINANCE_ENERGY_BALANCE,
+      schema: {
+        querystring: schemas.query.energyBalance
+      },
+      ...createCachedAuthRoute(
+        ctx,
+        (req) => [
+          'finance/energy-balance',
+          req.query.start,
+          req.query.end,
+          req.query.period,
+          req.query.site
+        ],
+        ENDPOINTS.FINANCE_ENERGY_BALANCE,
+        getEnergyBalance
+      )
+    }
+  ]
+}
diff --git a/workers/lib/server/schemas/finance.schemas.js b/workers/lib/server/schemas/finance.schemas.js
new file mode 100644
index 0000000..3d2ff42
--- /dev/null
+++ b/workers/lib/server/schemas/finance.schemas.js
@@ -0,0 +1,19 @@
+'use strict'
+
+const schemas = {
+  query: {
+    energyBalance: {
+      type: 'object',
+      properties: {
+        start: { type: 'integer' },
+        end: { type: 'integer' },
+        period: { type: 'string', enum: ['daily', 'monthly', 'yearly'] },
+        site: { type: 'string' },
+        overwriteCache: { type: 'boolean' }
+      },
+      required: ['start', 'end']
+    }
+  }
+}
+
+module.exports = schemas
diff --git a/workers/lib/utils.js b/workers/lib/utils.js
index 886ae5f..6649b46 100644
--- a/workers/lib/utils.js
+++ b/workers/lib/utils.js
@@ -2,6 +2,7 @@
 
 const async = require('async')
 const { RPC_TIMEOUT, RPC_CONCURRENCY_LIMIT } = require('./constants')
+const { getStartOfDay } = require('./period.utils')
 
 const dateNowSec = () => Math.floor(Date.now() / 1000)
 
@@ -128,6 +129,21 @@ const requestRpcMapLimit = async (ctx, method, payload) => {
   })
 }
 
+const runParallel = (tasks) =>
+  new Promise((resolve, reject) => {
+    async.parallel(tasks, (err, results) => {
+      if (err) reject(err)
+      else resolve(results)
+    })
+  })
+
+const safeDiv = (numerator, denominator) =>
+  typeof numerator === 'number' &&
+    typeof denominator === 'number' &&
+    denominator !== 0
+    ? numerator / denominator
+    : null
+
 module.exports = {
   dateNowSec,
   extractIps,
@@ -137,5 +153,8 @@ module.exports = {
   getAuthTokenFromHeaders,
   parseJsonQueryParam,
   requestRpcEachLimit,
-  requestRpcMapLimit
+  requestRpcMapLimit,
+  getStartOfDay,
+  safeDiv,
+  runParallel
 }