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

Hemant

Kaustubh

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:

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

2. Install dependencies:

npm install
# or
yarn install

3. Set up environment variables:

# 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:

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

Chatbot

Sign Up

Setup Page

Sign In

Main Dashboard

Portfolio

Recommendations Page

Goals

Learning resources