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Personalized Financial Awareness and Savings Assistant

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Personalized Financial Awareness and Savings Assistant

This project implements a Personalized Financial Awareness and Savings Assistant, focusing on the Ukrainian market. It's designed to help users improve their financial literacy and achieve savings goals by automating the collection, categorization, and analysis of bank transactions.

Key Features:

  • Automated Transaction Analysis: Gathers and analyzes bank transactions from Open Banking APIs (e.g., Monobank).
  • Intelligent AI Assistant: An AI agent (built with Python and LangChain) allows users to query their financial data using natural language and receive personalized financial advice.
  • Hybrid Microservice Architecture: Combines high-performance Go services for core backend logic and flexible Python services for AI-driven analytics.
  • Data Privacy & Self-Hosting: Utilizes SQLite for local data storage, ensuring user data privacy and enabling self-hosting capabilities.
  • Interactive Web Interface: A web application built with Go's templ for Server-Side Rendering (SSR) and htmx for dynamic interactions.
  • Notification System: Provides timely notifications and alerts via Telegram and a web interface to keep users informed about their financial status and goal progress.
  • Dockerized Deployment: All components are containerized using Docker for easy deployment and scalability.

Technologies Used:

  • Backend: Go
  • AI Agent: Python (FastAPI, LangChain)
  • Database: SQLite
  • Web Framework: Go with templ (SSR) and htmx
  • Containerization: Docker
  • API Integration: Monobank API (Open Banking)

This project aims to provide a robust, privacy-focused, and intelligent tool for personal financial management.

main transactions settings

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