📊 Finsight

A modern financial insights and deal management platform built with React, TypeScript, and cutting-edge web technologies.

Finsight empowers financial professionals to analyze deals, manage documents, and gain actionable insights through AI-powered analysis.

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🚀 Features

• 📈 Deal Management: Track and manage financial deals with comprehensive detail views
• 📄 Document Analysis: Upload and analyze financial documents with AI insights
• 💬 Q&A Interface: Ask questions about your documents and get intelligent responses
• 📊 Financial Insights: Automated analysis and reporting of key financial metrics
• 🔐 Secure Authentication: Modern authentication with Clerk integration
• 📱 Responsive Design: Beautiful UI that works on desktop and mobile

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🏗️ Project Structure

This project uses a modern monorepo structure:

• client/ - React frontend application with TypeScript and Tailwind CSS
• server/ - Node.js backend API with Express and TypeScript
• shared/ - Shared types, utilities, and constants
• docs/ - Documentation and research materials

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🛠️ Tech Stack

Frontend

• React 18 + TypeScript for type-safe development
• Vite for lightning-fast development and builds
• Tailwind CSS + shadcn/ui for beautiful, responsive design
• React Router for client-side navigation
• Clerk for authentication and user management

Backend

• Node.js + Express + TypeScript
• Supabase for database and storage
• Claude AI for document analysis and insights
• PDF parsing and CSV analysis capabilities

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🚀 Getting Started

Prerequisites

• Node.js 18+
• npm or yarn
• Git

Installation

1. Clone the repository:

   git clone https://github.com/your-username/finsight.git
   cd finsight

2. Install dependencies:

   npm run install:all

3. Start development servers:

   npm run dev

This will start both the frontend (http://localhost:5173) and backend (http://localhost:3000) concurrently.

Individual Commands

# Frontend only
npm run dev:client

# Backend only  
npm run dev:server

# Build for production
npm run build

# Lint code
cd client && npm run lint

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📱 Usage

1. Login: Access the platform with secure authentication
2. Create Deals: Add new financial deals to track and analyze
3. Upload Documents: Upload PDFs, financial statements, and CSV files
4. AI Analysis: Get automated insights and analysis of your documents
5. Q&A: Ask specific questions about your financial data
6. Export Reports: Generate PDF reports with key insights

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🤝 Development Workflow

This project follows a feature-branch workflow:

1. Create feature branches for new work
2. Make pull requests for code review
3. Use conventional commits for clear history
4. Test thoroughly before merging

Branch Naming Convention

• feature/ - New features
• fix/ - Bug fixes
• docs/ - Documentation updates
• refactor/ - Code refactoring

Contributions are welcome! Please read our contributing guidelines and submit pull requests for any improvements.

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Built with ❤️ for the future of financial insights