💰 Wealth Wise 🚀

Wealth Wise is a comprehensive AI-powered personal finance advisor that combines various intelligent features including chatbot capabilities, financial analysis, and more. Built with a modern tech stack, it features a React frontend and a Python Flask backend.

📽️ Demo

demo.mp4

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🌟 Features

✅ AI-powered reAct agent 🤖 with LLM integration
📊 Financial analysis & path planning 📈
🗣️ Speech processing capabilities 🎙️
📰 News aggregation & display 🌍
🔐 Secure Google & Metamask login 🔑
📊 Clean visual dashboard to summarize all your financial data 📉
📂 MyData tab to update your financial information ✏️
💡 Recommendations tab for the best investment options 💰
📚 Money Matters – Learn about finance 🏦
🛣️ Financial Path – Plan your financial journey visually 🗺️
🧮 Money Calculator – Predict your future finances 📅
🧠 AI Agent – Get real-time financial insights using web & APIs 🌐
🚀 Money Plus – Real-time financial news updates 📰
📈 Stock Analyzer – Notifies you of the best investment timings 📊

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🛠️ Tech Stack

🎨 Frontend

⚛️ React (TypeScript)
🎨 Tailwind CSS for styling
⚡ Vite as the build tool
✅ ESLint for code quality

🖥️ Backend

🐍 Python Flask
🧠 Google's Gemini AI
🤖 AI/ML libraries
☁️ Cloud services integration

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📋 Prerequisites

🖥️ Node.js (v16 or higher)
🐍 Python (3.8+)
📦 npm or yarn
🔑 Required API keys (Gemini, Cloudinary, etc.)

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🔧 Installation

🖥️ Backend Setup

1️⃣ Navigate to the backend directory:

cd backend

2️⃣ Create and activate a virtual environment (recommended):

python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

3️⃣ Install Python dependencies:

pip install -r requirements.txt

4️⃣ Set up environment variables:

• Create a .env file in the backend directory
• Add necessary API keys and configurations

🎨 Frontend Setup

1️⃣ Navigate to the frontend directory:

cd frontend

2️⃣ Install dependencies:

npm install
# or
yarn install

3️⃣ Set up environment variables:

• Create a .env file in the frontend directory
• Add necessary configuration variables

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🚀 Running the Application

🖥️ Backend

1️⃣ From the backend directory:

python app.py

✅ The backend server will start on http://localhost:5000

🎨 Frontend

1️⃣ From the frontend directory:

npm run dev
# or
yarn dev

✅ The frontend development server will start on http://localhost:5173

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🔑 Environment Variables

⚙️ Backend (.env)

🔹 GEMINI_API_KEY
🔹 CLOUDINARY_CLOUD_NAME
🔹 CLOUDINARY_API_KEY
🔹 CLOUDINARY_API_SECRET
🔹 Other service-specific API keys

⚙️ Frontend (.env)

🔹 VITE_API_URL
🔹 Other frontend-specific configurations

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📁 Project Structure

WealthWise/
├── backend/
│   ├── app.py              # Main Flask application
│   ├── agent.py            # AI agent implementation
│   ├── gemini_fin_path.py  # Financial analysis module
│   ├── scheduler.py        # Task scheduling
│   └── tools/              # Utility functions and tools
├── frontend/
│   ├── src/               # React source files
│   ├── public/            # Static assets
│   └── package.json       # Frontend dependencies

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👥 Authors

• 🚀 Meet Patel
• 🤖 Mohit Nippanikar
• 📈 Rachit Chheda

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🙏 Acknowledgments

• 🧠 Google Gemini AI
• 🤖 OpenAI
• 🔗 Other libraries & services used in the project