Ecosyste.ms: Awesome
An open API service indexing awesome lists of open source software.
https://github.com/blindspot22/whize360
Personalized financial wellness application that leverages user data to provide tailored insights and recommendations. It include features such as budgeting tools, investment advice, and credit score monitoring.
https://github.com/blindspot22/whize360
bank banking-applications finance whize360
Last synced: 11 days ago
JSON representation
Personalized financial wellness application that leverages user data to provide tailored insights and recommendations. It include features such as budgeting tools, investment advice, and credit score monitoring.
- Host: GitHub
- URL: https://github.com/blindspot22/whize360
- Owner: Blindspot22
- License: gpl-3.0
- Created: 2023-12-20T11:37:45.000Z (about 1 year ago)
- Default Branch: main
- Last Pushed: 2024-10-18T08:38:39.000Z (4 months ago)
- Last Synced: 2025-01-17T01:11:58.465Z (20 days ago)
- Topics: bank, banking-applications, finance, whize360
- Language: HTML
- Homepage:
- Size: 63.5 KB
- Stars: 9
- Watchers: 2
- Forks: 1
- Open Issues: 53
-
Metadata Files:
- Readme: README.md
- Changelog: CHANGELOG.md
- Contributing: CONTRIBUTING.md
- License: LICENSE
Awesome Lists containing this project
README
# Financial Wellness App
## Overview
The Financial Wellness App is a comprehensive personal finance management tool designed to empower users with budgeting, investment advice, and credit score monitoring features. This README provides essential information for developers, contributors, and users to understand, contribute, and use the app effectively.
## Table of Contents
## Features
1. **Budget Management:**
- Create and manage a personalized budget.
- Categorize income sources and expenses.
- Visualize budget performance over time.
2. **Investment Advice:**
- Receive personalized investment advice based on financial goals and risk tolerance.
- Track investment performance and adjust portfolios.
3. **Credit Score Monitoring:**
- Monitor credit score trends over time.
- Receive insights and recommendations for improving credit health.
4. **Financial Goals:**
- Set and track short-term and long-term financial goals.
- Receive personalized plans and strategies to achieve each goal.
5. **Notifications and Alerts:**
- Receive notifications for upcoming bills and financial events.
- Set alerts for significant changes in investment portfolio value.
6. **Account Sync:**
- Connect and sync financial accounts securely for a centralized view.
- Real-time synchronization of transactions and balances.
7. **Spending Analysis:**
- Track and categorize spending habits.
- Receive insights on spending trends and potential areas for savings.
8. **Financial Education:**
- Access educational resources on financial literacy.
- Receive personalized recommendations based on user interests.
9. **Scenario Simulation:**
- Simulate different financial scenarios to understand potential impacts.
- Visualize projected impacts on budget, investments, and goals.
10. **User-Friendly Interface:**
- Clean and intuitive design for easy navigation.
- Responsive design for a seamless experience across devices.
## Getting Started
### Prerequisites
- Node.js and npm installed.
- MongoDB installed and running locally or remotely.
### Installation
1. Clone the repository:
```bash
https://github.com/Blindspot22/Whize360.git
```
2. Install dependencies:
```bash
npm install -i
```
## Tech Stack
- Frontend: React.js, Redux, Material-UI
- Backend: Node.js, Express
- Database: MongoDB
- Authentication: JSON Web Tokens (JWT)
- Version Control: Git (GitHub)
## Project Structure
The project follows a modular structure for maintainability and scalability. Here are key directories:
- `client/`: Frontend code.
- `server/`: Backend code.
- `docs/`: Documentation files.
- `tests/`: Unit and integration tests.
## Contributing
We welcome contributions! Please follow our [Contribution Guidelines](CONTRIBUTING.md) for details on how to contribute to this project.
## Documentation
Detailed documentation, including API documentation and user guides, can be found in the [docs/](docs/) directory.
## License
This project is licensed under the [GNU License](LICENSE).
---