https://github.com/ronitjariwala/finsage
FinSage: A personal finance chatbot offering intelligent responses and dynamic visualizations to help users improve financial literacy and achieve their financial goals.
https://github.com/ronitjariwala/finsage
nlp personal-finance python reactjs retrieval-augmented-generation sentence-transformers streamlit visualization
Last synced: about 2 months ago
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FinSage: A personal finance chatbot offering intelligent responses and dynamic visualizations to help users improve financial literacy and achieve their financial goals.
- Host: GitHub
- URL: https://github.com/ronitjariwala/finsage
- Owner: RonitJariwala
- Created: 2024-12-19T16:10:46.000Z (over 1 year ago)
- Default Branch: main
- Last Pushed: 2025-04-06T07:36:59.000Z (about 1 year ago)
- Last Synced: 2025-04-06T08:27:58.654Z (about 1 year ago)
- Topics: nlp, personal-finance, python, reactjs, retrieval-augmented-generation, sentence-transformers, streamlit, visualization
- Language: JavaScript
- Homepage:
- Size: 31.7 MB
- Stars: 0
- Watchers: 1
- Forks: 1
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
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README
# FINSAGE: AI-Powered Personal Finance Chatbot
**FinSage** is an advanced personal finance chatbot designed to empower users by offering personalized financial guidance and dynamic visualizations. By utilizing AI-driven insights, FinSage helps users make informed financial decisions, build sustainable savings habits, and reach both short- and long-term financial goals. With features such as personalized savings plans, interactive financial projections, and educational content tailored to each user's needs, FinSage enhances financial literacy. The chatbot also delivers real-time financial advice, tracks user progress, and offers easy-to-understand visualizations of spending, saving, and investment patterns, all while fostering financial confidence and independence.
## Features
- *Personalized Financial Advice:* Tailored guidance to help manage finances and reach goals.
- *Dynamic Visualizations:* Interactive charts (pie, scatter, bar, box) for deeper insights.
- *NLP Integration:* Efficiently processes and understands user queries.
- *RAG (Retrieval-Augmented Generation):* Uses Together AI’s RAG for accurate, context-aware responses.
- *Embeddings with SentenceTransformers:* Provides relevant answers via semantic similarity.
- *Streamlit Interface:* Easy-to-use web interface for seamless interaction.
- *ReactJS Frontend:* Modern, responsive design for a better user experience.
## Screenshots
### Screenshot 1: Description of what this screenshot shows
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### Screenshot 2: Description of what this screenshot shows
### Screenshot 3: Description of what this screenshot shows
## Setup Guide
Follow these steps to set up and run the project locally:
## 1. Clone the repository
First, clone the repository to your local machine:
```bash
git clone https://github.com/RonitJariwala/FinSage.git
cd FinSage
```
## 2. Set up the backend
Navigate to the backend directory:
```bash
cd backend
```
Install the required dependencies using `pip`:
```bash
pip install -r requirements.txt
```
Run the backend server:
```bash
streamlit run app.py
```
## 3. Set up the frontend:
Navigate to the frontend directory:
```bash
cd ../frontend
```
Install dependencies:
```bash
npm install
```
Start the development server:
```bash
npm start
```
## Tech Stack
- **Python**: Used for backend development and data processing.
- **Streamlit**: For building interactive web applications with the backend.
- **ReactJS**: For frontend development, creating dynamic and responsive UIs.
- **SentenceTransformers**: Utilized for natural language processing and generating sentence embeddings.
- **Together AI’s RAG Pipeline**: Used for the retrieval-augmented generation (RAG) pipeline in the chatbot for efficient question-answering.