copilotkit--copilotkit/community/demos_2025/finance_ai.md

AI-Powered Open-Source Financial Manager

Use Case

An AI-powered open-source Financial Manager that helps you plan your savings and investments.

Technologies Used

• Next.js
• CopilotKit
• Maybe Finance + Synth
• Shadcn-UI Component Styling
• MongoDB Vector Database
• Recharts for visualization
• Google OAuth with NextAuth.js

GitHub + YouTube

• GitHub Repo: https://github.com/Tabintel/finance_ai

• YouTube: https://www.youtube.com/watch?v=Pn-pONOwfwg&embeds_referring_euri=https%3A%2F%2Fdev.to%2F

Who Are You?

I'm Ekemini, a Technical writer and Software developer, we can connect on Twitter and LinkedIn.

⭐️ Project README with installation and getting started steps ⭐️👇

AI-Powered Financial Insights

Your AI-powered financial companion

Coyamin is an AI-powered financial insights application that helps users understand and optimize their personal finances. Built with Next.js, CopilotKit for AI assistance, and Maybe Finance API for financial data.

Features

• Personalized Financial Dashboard: View your financial health at a glance
• AI Financial Assistant: Get personalized financial advice with CopilotKit
• Intelligent Onboarding: Answer questions to generate tailored financial insights
• Investment Analysis: Visualize your investment portfolio and asset allocation
• Currency & Market Data: Access real-time financial market data

Tech Stack

• Frontend: Next.js 14+, React, Tailwind CSS
• AI Integration: CopilotKit
• Financial Data: Maybe Finance API
• Authentication: Google OAuth with NextAuth.js
• Visualization: Recharts

Installation

Prerequisites

• Node.js 18+ and npm
• Accounts for:
  • Google Cloud Platform (for OAuth)
  • CopilotKit (AI assistant)
  • Maybe Finance (financial data API)
• MongoDB database

Setup

1. Clone the repository:

   git clone https://github.com/Tabintel/ai-savings.git
   cd ai-savings
   

2. Install dependencies:

   npm install
   

3. Create a .env file based on .env.example:

   cd .env.example .env
   

4. Fill in your API keys and environment variables in the .env file

5. Run the development server:

   npm run dev
   

6. Open http://localhost:3000 in your browser

Project Structure

ai-savings
├─ app/                    # Next.js application
│  ├─ (auth)/              # Authentication routes
│  ├─ api/                 # API routes
│  │  ├─ currencies/       # Currency data endpoints
│  │  ├─ enrich/           # Financial data enrichment
│  │  └─ rates/            # Exchange rates
│  ├─ dashboard/           # Main dashboard page
│  ├─ onboarding/          # User onboarding flow
│  └─ layout.tsx           # Root layout component
├─ components/             # Shared components
├─ lib/                    # Utility functions and services
└─ public/                 # Static assets

Environment Variables

See .env.example for required environment variables.

Deployment

The application can be deployed on Vercel, Netlify, or any hosting service that supports Next.js.

npm run build

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.