FinAssist

Your AI-Powered Financial Management Platform

A comprehensive financial management platform built specifically for investors with AI-powered insights, portfolio tracking, and personalized recommendations.

Features

Core Functionality

• Smart Dashboard - Comprehensive overview of your financial health
• Investment Tracking - Real-time portfolio monitoring with Indian market support
• AI Recommendations - Personalized financial advice powered by machine learning
• Goal Planning - Set and track financial milestones with automated calculations
• Risk Assessment - Comprehensive questionnaire to determine investment risk profile
• Financial News - Curated news with sentiment analysis for Indian markets

AI-Powered Insights

• Portfolio optimization suggestions
• Risk-adjusted return calculations
• Market sentiment analysis
• Automated financial health scoring
• Personalized investment recommendations

Tech Stack

Frontend

• Framework: Next.js 15.3.3 with App Router
• Language: TypeScript
• Styling: Tailwind CSS
• UI Components: ShadCN UI
• Icons: Lucide React
• Charts: Recharts

Backend

• API Routes: Next.js API Routes
• Authentication: NextAuth.js with Google OAuth
• Database: PostgreSQL with Prisma ORM
• AI/ML: Hugging Face API
• External APIs: News API

Development Tools

• Package Manager: npm
• Code Quality: ESLint, TypeScript
• Database Management: Prisma Studio
• Version Control: Git

Quick Start

Prerequisites

Before you begin, ensure you have the following installed:

• Node.js (v18.17.0 or later)
• npm (v9.0.0 or later)
• Python (v3.13.3)
• PostgreSQL (v14.0 or later)
• Git

1. Clone the Repository

git clone https://github.com/Julian-Idl/FinAssist.git
cd FinAssist

2. Install Dependencies

npm install

3. Database Setup

1. Install PostgreSQL on your system
2. Create a new database:

CREATE DATABASE finassist_db;

4. Environment Configuration

1. Copy the example environment file:

cp .env.example .env

2. Update the .env file with your configuration

5. Database Migration

# Generate Prisma client
npx prisma generate

# Run database migrations
npx prisma db push

6. Start Development Server

npm run dev

Visit http://localhost:3000 to see your application running!

Configuration Guide

Google OAuth Setup

1. Go to Google Cloud Console
2. Create a new project or select existing
3. Enable Google+ API
4. Create OAuth 2.0 credentials:
   • Authorized origins: http://localhost:3000
   • Authorized redirect URIs: http://localhost:3000/api/auth/callback/google

API Keys Setup

News API (Optional)

• Get your API key from NewsAPI.org
• Free tier: 1000 requests/day

Hugging Face (Optional)

• Get your token from Hugging Face
• Used for AI-powered recommendations

Available Scripts

# Development
npm run dev          # Start development server
npm run build        # Build for production
npm run start        # Start production server
npm run lint         # Run ESLint

# Database
npm run db:push      # Push schema changes to database
npm run db:migrate   # Run database migrations
npm run db:seed      # Seed database with sample data
npm run db:studio    # Open Prisma Studio
npm run db:reset     # Reset database

# Testing
npm run test:api     # Test API endpoints (PowerShell)

Security

• Authentication via NextAuth.js with Google OAuth
• Environment variables for sensitive data
• Input validation with Zod
• SQL injection protection via Prisma
• CSRF protection enabled

License

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

Authors

• Julian - Lead Developer - @Julian-Idl

Acknowledgments

• Next.js team for the amazing framework
• Prisma for the excellent ORM
• ShadCN for beautiful UI components

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Made with ♥ by Julian-Idl