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https://github.com/kstubhieeee/ai-financial-advisor


https://github.com/kstubhieeee/ai-financial-advisor

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README

        

# AI Financial Advisor

An intelligent financial advisory platform powered by AI that helps users manage their investments, track portfolios, and receive personalized financial guidance.

## Contributors




Hasan

Hasan




Hemant

Hemant




Kaustubh

Kaustubh




Morvi

Morvi


## 🌟 Features

- **AI-Powered Chat Assistant**

- Real-time financial advice
- Portfolio analysis
- Investment recommendations
- Market insights

- **Portfolio Management**

- Stock and Gold asset tracking
- Real-time portfolio valuation
- Gain/Loss tracking
- Visual portfolio analytics

- **Market Intelligence**

- Real-time market news
- Sentiment analysis
- Expert video resources
- Market trends

- **Goal Setting**
- Financial goal tracking
- Progress monitoring
- AI-assisted goal recommendations

## 🛠️ Tech Stack

- **Framework**: Next.js 14
- **Language**: TypeScript
- **Styling**: Tailwind CSS
- **UI Components**: shadcn/ui
- **Authentication**: Custom auth with MongoDB
- **Database**:
- MongoDB (User data)
- Astra DB (Portfolio data)
- **AI Integration**:
- Claude API
- Gemini AI
- LangFlow
- **APIs**:
- News API
- Financial Market APIs

## 🚀 Getting Started

### Prerequisites

- Node.js (v18 or higher)
- MongoDB
- Astra DB account
- API keys for:
- Claude AI
- Gemini AI
- News API
- LangFlow

### Installation

1. Clone the repository:

```bash
git clone https://github.com/insanelyai/Hemant-Laxman-Kadam.git
cd Hemant-Laxman-Kadam
```

2. Install dependencies:

```bash
npm install
# or
yarn install
```

3. Set up environment variables:

```env
# Create a .env.local file with:
MONGODB_URI=your_mongodb_uri
ASTRA_DB_TOKEN=your_astra_token
CLAUDE_API_KEY=your_claude_key
GEMINI_API_KEY=your_gemini_key
NEWS_API_KEY=your_news_api_key
LANGFLOW_APP_TOKEN=your_langflow_token
```

4. Run the development server:

```bash
npm run dev
# or
yarn dev
```

## 📁 Project Structure

```
src/
├── app/
│ ├── api/ # API routes
│ ├── auth/ # Authentication pages
│ ├── components/ # React components
│ ├── contexts/ # Context providers
│ ├── dashboard/ # Dashboard pages
│ └── models/ # Database models
├── lib/ # Utility functions
└── public/ # Static assets
```

## 🔒 Security

- Secure authentication system
- Encrypted data storage
- Protected API routes
- Environment variable protection

## 🤝 Contributing

1. Fork the repository
2. Create your feature branch (`git checkout -b feature/AmazingFeature`)
3. Commit your changes (`git commit -m 'Add some AmazingFeature'`)
4. Push to the branch (`git push origin feature/AmazingFeature`)
5. Open a Pull Request

## 🙏 Acknowledgments

- Claude AI for powering the chat functionality
- Gemini AI for market sentiment analysis
- LangFlow for AI workflow management
- The Next.js team for the amazing framework
- All contributors and users of this platform

## Landing Page
![image](https://github.com/user-attachments/assets/b639771a-0084-4735-a27c-5c71ae797ba2)
![image](https://github.com/user-attachments/assets/033c53ea-4190-416e-815a-cbc01c8866ce)
![image](https://github.com/user-attachments/assets/0eb0d67f-c2d6-4ea3-af24-fda1c055662e)

## Chatbot
![image](https://github.com/user-attachments/assets/f7d63767-6e77-427b-8c5f-ae0993deda08)
![image](https://github.com/user-attachments/assets/45a45e7d-b36b-4878-900b-2f190a813c85)
![image](https://github.com/user-attachments/assets/8159cc6f-6cf7-453c-b89a-fdc2e94064b0)

## Sign Up
![image](https://github.com/user-attachments/assets/76edd234-8041-4b77-a6e3-4e2cc959446f)

## Setup Page
![image](https://github.com/user-attachments/assets/48d6e47e-47e5-4db8-acf0-38f7a94aa30a)

## Sign In
![image](https://github.com/user-attachments/assets/6a046d49-5ca0-43b3-9af0-b8fbf323e078)

## Main Dashboard
![image](https://github.com/user-attachments/assets/df9b4a6f-f2df-4784-ba5f-7379738dd8e4)

## Portfolio
![image](https://github.com/user-attachments/assets/7bff3361-174b-4c38-9512-99c5c08372ab)

## Recommendations Page
![image](https://github.com/user-attachments/assets/83610fc7-695a-4ebe-bc07-5461d4e229e4)

## Goals
![image](https://github.com/user-attachments/assets/b121b2b5-aeba-4748-bfc5-6b8fda49f927)

## Learning resources
![image](https://github.com/user-attachments/assets/94a0836d-c915-46e3-b946-4a8bfb6f747e)
![image](https://github.com/user-attachments/assets/e99f71ba-7189-44d8-a696-e0156ac9be58)