FinancoAI is a smart financial assistant that combines real-time stock tracking with personalized dashboards. It offers budgeting tips, investment insights, and AI-powered recommendations to help users make informed financial decisions effortlessly.
- Stock Subscriptions: Subscribe to preferred stocks and track them on a personalized dashboard.
- OAuth2 Authentication: Allow users to sign in effortlessly with their Spotify account, optionally, and provide them with a bonus feature that displays the top finance podcasts.
- Personalized Financial Insights: AI-powered predictions about your financial future based on personal data.
- Real-Time Updates: Fetch and display real-time stock data.
- Investment Recommendations: Discover tailored investment opportunities to suit your financial situation.
- Budgeting Assistance: Optimize your finances with AI-powered budgeting tips and insights.
- Interactive Chat Interface: Engage with FinancoAI through an intuitive, IBM WatsonX-powered user-friendly chat interface for personalized interactions.
- Community Tip Sharing: Share and receive valuable financial tips. Collaborate on investment, budgeting, and financial strategies with other users.
- Security Measures: Restrict signin and signup requests per IP to prevent abuse, ensure fair usage, protect against DDoS attacks, and use JWT authentication for secure user verification.
- Hosting & Database: The frontend is hosted on Netlify, the backend runs on Railway, and the database is powered by MongoDB Cloud. Feel free to explore the platform by visiting the website here.
If you want to replicate the project on your local environment, follow these steps:
- Navigate to the Backend Directory
cd backend - Install Dependencies
npm install - After installing MongoDB and setting up the connection, configure the database URI by creating a
.envfile in the backend directory with the following content:
Note: Some values can be obtained from the Spotify Developer Portal based on your application’s configuration and API keys.
PORT=5000
FRONTEND_URL=http://localhost:5173
MONGODB_URL=your_mongodb_connection_string
JWT_SECRET=your_secret_key
SPOTIFY_CLIENT_ID=your_spotify_client_id
SPOTIFY_CLIENT_SECRET=your_spotify_client_secret
SPOTIFY_REDIRECT_URI=your_spotify_redirect_uri (e.g. http://localhost:5000/OAuth2/SpotifySignin)
- Run the Backend
npm run dev - The backend will start on http://localhost:5000
- Run the Backend Jest Unit Tests (optional, in a new terminal)
npm test
- Navigate to the Frontend Directory
cd frontend - Install Dependencies
npm install - Configure Environment Variables,
Create a
.envfile in the frontend directory with the following content:
Note: Some values can be obtained from the Spotify Developer Portal based on your application’s configuration and API keys.
VITE_BACKEND_API_URL=http://localhost:5000
VITE_TWELVE_DATA_API_KEY=your_twelve_data__api_key
VITE_WATSON_INTEGRATION_ID=the_watson_integration_id
VITE_WATSON_SERVICE_INSTANCE_ID=the_watson_service_instance_id
PORT=5173
VITE_SPOTIFY_CLIENT_ID=your_spotify_client_id
- Start the Frontend
npm run dev - The frontend will start on http://localhost:5173
The logo for FinancoAI creatively incorporates the phi (Φ) mathematical symbol, representing "Fi" in the name. Each component of the logo symbolizes a letter from the word "FinancoAI," blending mathematical elegance with the brand's focus on finance and AI. This design reflects the harmony between innovation, intelligence, and finance that defines FinancoAI.
