https://github.com/gokulnpc/financial-dashboard
https://github.com/gokulnpc/financial-dashboard
Last synced: about 2 months ago
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- Host: GitHub
- URL: https://github.com/gokulnpc/financial-dashboard
- Owner: gokulnpc
- Created: 2024-12-08T17:45:06.000Z (6 months ago)
- Default Branch: main
- Last Pushed: 2024-12-08T18:07:39.000Z (6 months ago)
- Last Synced: 2025-02-09T13:44:36.334Z (3 months ago)
- Language: TypeScript
- Homepage: https://financial-dashboard-iota-seven.vercel.app
- Size: 663 KB
- Stars: 1
- Watchers: 1
- Forks: 0
- Open Issues: 0
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Metadata Files:
- Readme: Readme.md
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README
# FinanceAI Dashboard
A powerful financial document analysis dashboard that leverages AI to extract and visualize key business metrics from your financial documents.
## Financial Dashboard Backend - https://github.com/gokulnpc/Financial-Dashboard-Backend
## Features
- 📊 **Automated Financial Analysis**: Extract key metrics from financial documents automatically
- 🔒 **Privacy-First Architecture**: All processing happens locally using LM Studio
- 📈 **Comprehensive Metrics**: Track revenue, margins, funding, market position, and more
- 🎯 **Real-time Processing**: Instant analysis and visualization of your documents
- 🔄 **Batch Processing**: Upload multiple documents simultaneously
- 📱 **Responsive Design**: Seamless experience across all devices
## Privacy & Security
### Local Processing with LM Studio
- All document processing happens locally on your machine using LM Studio
- No data is sent to external servers or cloud services
- Your sensitive financial information never leaves your system
### Data Protection
- Documents are processed in-memory and immediately discarded
- No persistent storage of uploaded files
- End-to-end encryption for all data in transit
- Secure file handling with automatic cleanup
## Getting Started
1. **Prerequisites**
- Node.js 18 or higher
- LM Studio installed locally
- Python 3.8 or higher (for the backend)
2. **Installation**
```bash
# Clone the repository
git clone https://github.com/yourusername/financeai-dashboard
# Install dependencies
npm install
# Start the development server
npm run dev
```
3. **LM Studio Setup**
- Download and install LM Studio from their official website
- Launch LM Studio and start the local server
- Configure the backend to connect to LM Studio's API endpoint
## Configuration
### Environment Variables
```env
VITE_API_URL=http://localhost:8000 # Backend API URL
LM_STUDIO_API_URL=http://localhost:1234 # LM Studio API endpoint
```
### LM Studio Integration
1. Start LM Studio and ensure the local server is running
2. Configure the model settings in LM Studio:
- Temperature: 0.7 (recommended)
- Context Length: 4096
- Top P: 0.9
## Usage
1. **Document Upload**
- Drag and drop your financial documents onto the upload area
- Supports multiple PDF files simultaneously
- Automatic validation of file types and content
2. **Analysis**
- Documents are processed locally using LM Studio
- Progress indicator shows real-time processing status
- Results are displayed in an intuitive dashboard
3. **Dashboard**
- View key financial metrics
- Analyze funding overview
- Track market position
- Monitor operational metrics
## Security Best Practices
1. **Document Handling**
- Files are processed in memory
- No temporary files are created
- Automatic garbage collection after processing
2. **API Security**
- Rate limiting implemented
- Input validation on all endpoints
- Secure headers configuration
3. **Local Processing**
- All AI processing happens on your machine
- No external API calls for document analysis
- Complete data isolation
## Contributing
We welcome contributions! Please see our [Contributing Guidelines](CONTRIBUTING.md) for details.
## License
This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.
## Acknowledgments
- LM Studio for providing the local AI processing capabilities
- The open-source community for various tools and libraries used in this project
## Support
For support, please:
1. Check the [Documentation](docs/README.md)
2. Open an issue on GitHub
3. Contact our support team
---
⚠️ **Important**: This tool is designed for local processing of sensitive financial documents. Always ensure you're running the latest version with all security patches applied.