FinanceAI - Your Autonomous Financial Co-Pilot

A comprehensive financial management application with AI-powered insights, simulations, and personalized recommendations.

Screenshots

Login	Profile Selection

Dashboard	AI Actions

One-Command Local Demo

TL;DR: Clone, run one command, both services start at http://localhost:8000 (backend) + auto-selected frontend port.

macOS/Linux

chmod +x dev.sh && ./dev.sh

Windows (PowerShell)

powershell -ExecutionPolicy Bypass -File .\dev.ps1

The scripts will:

• Check Python 3 + Node.js requirements
• Set up Python virtual environment & install backend deps
• Start backend on http://localhost:8000
• Install frontend deps & find first available port (3000-3003)
• Start frontend with clear URL output
• Run smoke test to verify both services

Manual Testing Checklist

After services start, quickly verify:

1. Login Flow: Click "Continue with FaceID" then select a profile
2. Navigation: Test Goals, AI Actions, Simulations tabs
3. Deep Dive: Click any "Deep Dive Analysis" button
4. Simulation: Start a simulation (Job Loss, Medical Crisis, etc.)
5. Backend API: Visit http://localhost:8000/health (should return {"status": "ok"})

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Architecture

Frontend (Next.js 14)

• Framework: Next.js 14 with App Router
• Styling: Tailwind CSS
• Features: Responsive design, real-time financial data, AI-powered recommendations, interactive simulations

Backend (FastAPI)

• Framework: FastAPI (Python 3.11)
• Database: PostgreSQL
• Features: RESTful API, AI/ML integration, financial calculations, data processing

Key Features

• Financial Dashboard - Net worth tracking, asset/liability breakdown, financial health metrics
• AI-Powered Insights - Transaction analysis, personalized recommendations, savings opportunities
• Financial Simulations - Job loss, medical crisis, market crash, home purchase, emergency fund scenarios
• Market Data Integration - Real-time stock prices, market trends, portfolio tracking

Development Setup

Prerequisites

• Node.js 18+ and npm
• Python 3.11+

Manual Setup

# Clone the repository
git clone <repository-url>
cd FinAI

# Install frontend dependencies
cd frontend
npm install

# Install backend dependencies
cd ../backend/python_engine
pip install -r requirements.txt

# Start development servers
# Frontend (in frontend/ directory)
npm run dev

# Backend (in backend/python_engine/ directory)
uvicorn main:app --reload

API Endpoints

Core Endpoints

• GET /health - Health check
• GET /profiles - User profiles
• POST /simulation/{scenarioType} - Financial simulations
• GET /market-data/quotes - Market data

AI Endpoints

• POST /ai/chat - AI chat interface
• GET /ai/actions - AI recommendations
• POST /ai/analyze - Transaction analysis

Environment Variables

Backend

• DATABASE_URL - PostgreSQL connection
• OPENAI_API_KEY - OpenAI API access
• ANTHROPIC_API_KEY - Anthropic API access
• FMP_API_KEY - Financial Modeling Prep API

Frontend

• NEXT_PUBLIC_API_URL - Backend API URL
• NEXT_PUBLIC_ENVIRONMENT - Environment

Documentation

• Deployment Guide
• API Documentation
• Architecture Overview

License

This project is licensed under the MIT License.