https://github.com/sanu0711/profitsutra-investment-planning
Develop a Gen AI bot designed to assist users in planning their investments. The bot should understand the customer's financial status and goals through a detailed questionnaire and provide personalized investment strategies.
https://github.com/sanu0711/profitsutra-investment-planning
artificial-intelligence artificial-intelligence-algorithms chatbot dashboard django generative-ai investment-planning langchain machine-learning machine-learning-algorithms natural-language-processing openai pandas portfolio portfolio-suggestion price-prediction price-risk-management python3
Last synced: 8 months ago
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Develop a Gen AI bot designed to assist users in planning their investments. The bot should understand the customer's financial status and goals through a detailed questionnaire and provide personalized investment strategies.
- Host: GitHub
- URL: https://github.com/sanu0711/profitsutra-investment-planning
- Owner: sanu0711
- License: gpl-3.0
- Created: 2024-12-27T15:40:56.000Z (10 months ago)
- Default Branch: main
- Last Pushed: 2025-02-05T11:27:03.000Z (9 months ago)
- Last Synced: 2025-02-05T12:28:14.717Z (9 months ago)
- Topics: artificial-intelligence, artificial-intelligence-algorithms, chatbot, dashboard, django, generative-ai, investment-planning, langchain, machine-learning, machine-learning-algorithms, natural-language-processing, openai, pandas, portfolio, portfolio-suggestion, price-prediction, price-risk-management, python3
- Language: Python
- Homepage: https://profitsutra.pythonanywhere.com/
- Size: 3.05 MB
- Stars: 1
- Watchers: 1
- Forks: 1
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- License: LICENSE
Awesome Lists containing this project
README
# ProfitSutra - Investment Planning with Gen AI Bot
## Description
The "Investment Planning with Gen AI Bot" is a web application developed using Django that assists users in planning their investments. The bot understands the customer's financial status and goals through a detailed questionnaire and provides personalized investment strategies. The app also offers an interactive dashboard to track the performance of investments in real-time.
## Key Features
- **User-friendly Questionnaire**: A dynamic form that helps profile the customer's financial status and investment goals.
- **AI-Driven Investment Advice**: The bot analyzes user inputs and generates personalized investment strategies.
- **Integration with Financial Data Sources**: Fetches real-time financial data to offer accurate investment recommendations.
- **Interactive Dashboard**: Allows users to track and visualize their investment performance.
## Technologies Used
- **Django**: Backend framework for developing the web application.
- **Python**: Primary programming language for the backend.
- **HTML/CSS/JavaScript**: For frontend development.
- **Bootstrap**: Used for responsive web design.
- **AI Model**: Integration of Gen AI to analyze financial data and provide investment recommendations.
- **Financial Data API**: Used to integrate real-time market data.
## Getting Started
Follow these steps to set up and run the project locally:
1. Clone the repository:
```bash
git clone https://github.com/sanu0711/ProfitSutra-investment-planning.git
```
2. Navigate to the project directory:
```bash
cd ProfitSutra-investment-planning
```
3. Create and activate a virtual environment:
```bash
python -m venv venv
venv/Scripts/activate
```
4. Install project dependencies:
```bash
pip install -r requirements.txt
```
5. Set up the database migrations:
```bash
python manage.py makemigrations
python manage.py migrate
```
6. Run the development server:
```bash
python manage.py runserver
```