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Financial Advisor Bot: Your Personal Finance Manager- A cutting-edge AI-powered financial management solution that leverages Generative AI to provide personalized financial guidance and insights.

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Mugeshwaran-k/Financial-Ai-Advisor-Bot

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🤖 Financial Advisor Bot: Your Personal Finance Manager

A cutting-edge AI-powered financial management solution that leverages Generative AI to provide personalized financial guidance and insights.

Description: our task is Build an AI financial advisor bot that assists users with budget planning, expense tracking, and investment strategies. The bot should provide data-driven suggestions, financial tips, and even risk analysis to help users manage their money better and achieve financial goals.

🎥 Demo & Showcase

Project Demo

finance.1.mp4

Video Walkthrough

Watch on YouTube

🏆 Competition Winner ✨

Winning Certificate

💻 Chat Interface 🤖

Project Screenshot

🌟 Key Features

[Rest of the document remains exactly the same...]

🌟 Key Features

  • 💰 Automated Expense Tracking: Smart categorization and management of your financial transactions
  • 📊 Personalized Budget Analysis: Real-time insights and custom financial recommendations
  • 📈 Investment Planning: AI-driven investment strategies and portfolio optimization
  • 🤖 Intelligent Chat Interface: Natural language processing powered by Gemini API for intuitive interactions
  • 🔒 Secure Authentication: Robust user authentication and data protection with Clerk

🛠️ Built With

Technologies Used

🚀 Getting Started

Prerequisites

  • Node.js (20.9.0 or later)
  • Bun (1.1.13 or later) - Recommended
  • pnpm (8.10.5) or npm

Environment Setup

  1. Clone the repository:
git clone repo url
cd finance
  1. Copy the environment variables file:
cp .env.example .env
  1. Configure your .env.example file with the following structure:
NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=your_clerk_publishable_key
CLERK_SECRET_KEY=your_clerk_secret_key
NEXT_PUBLIC_CLERK_SIGN_IN_URL=/sign-in
NEXT_PUBLIC_CLERK_SIGN_UP_URL=/sign-up
NEXT_PUBLIC_APP_URL=http://localhost:3000
DATABASE_URL=your_database_url
GOOGLE_GENERATIVE_AI_API_KEY=your_gemini_api_key

Installation

  1. Install dependencies:
bun install
# or
pnpm install
# or
npm install
  1. Start the development server:
bun dev
# or
pnpm dev
# or
npm run dev
  1. Open http://localhost:3000 in your browser.

📱 Features Overview

Dashboard Widgets

  • Customizable financial overview
  • Real-time expense tracking
  • Budget vs. actual spending comparisons
  • Investment portfolio monitoring
  • transaction and catagory

AI-Powered Insights

  • Intelligent Chat Interface: Natural language processing powered by Gemini API for intuitive interactions
  • It features AI-driven accounting capabilities and an advanced financial calculation solver.

Data Management

  • Secure transaction history
  • Custom categorization
  • Export capabilities
  • Advanced filtering and search

🤝 Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

📄 License

This project is licensed under the MIT License - see the LICENSE.md file for details.

🙏 Acknowledgments

  • Thanks to all contributors who have helped shape this project
  • Special thanks to the open-source community for the amazing tools and libraries

⭐️ If you find this project useful, please consider giving it a star on GitHub!

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Financial Advisor Bot: Your Personal Finance Manager- A cutting-edge AI-powered financial management solution that leverages Generative AI to provide personalized financial guidance and insights.

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