135 lines
3.6 KiB
Markdown
135 lines
3.6 KiB
Markdown
## AI-Powered Open-Source Financial Manager
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## Use Case
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An AI-powered open-source Financial Manager that helps you plan your savings and investments.
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## Technologies Used
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- Next.js
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- CopilotKit
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- Maybe Finance + Synth
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- Shadcn-UI Component Styling
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- MongoDB Vector Database
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- Recharts for visualization
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- Google OAuth with NextAuth.js
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## GitHub + YouTube
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- [ ] GitHub Repo:
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https://github.com/Tabintel/finance_ai
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- [ ] YouTube:
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https://www.youtube.com/watch?v=Pn-pONOwfwg&embeds_referring_euri=https%3A%2F%2Fdev.to%2F
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## Who Are You?
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I'm Ekemini, a Technical writer and Software developer, we can connect on [Twitter](https://twitter.com/realEkemini) and [LinkedIn](https://www.linkedin.com/in/ekeminisamuel/).
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## ⭐️ Project README with installation and getting started steps ⭐️👇
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## AI-Powered Financial Insights
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<div align="center">
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<p><em>Your AI-powered financial companion</em></p>
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</div>
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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.
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## Features
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- **Personalized Financial Dashboard**: View your financial health at a glance
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- **AI Financial Assistant**: Get personalized financial advice with CopilotKit
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- **Intelligent Onboarding**: Answer questions to generate tailored financial insights
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- **Investment Analysis**: Visualize your investment portfolio and asset allocation
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- **Currency & Market Data**: Access real-time financial market data
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## Tech Stack
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- **Frontend**: Next.js 14+, React, Tailwind CSS
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- **AI Integration**: CopilotKit
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- **Financial Data**: Maybe Finance API
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- **Authentication**: Google OAuth with NextAuth.js
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- **Visualization**: Recharts
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## Installation
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### Prerequisites
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- Node.js 18+ and npm
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- Accounts for:
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- Google Cloud Platform (for OAuth)
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- [CopilotKit](https://docs.copilotkit.ai/) (AI assistant)
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- [Maybe Finance](https://synthfinance.com/) (financial data API)
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- MongoDB database
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### Setup
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1. Clone the repository:
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```bash
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git clone https://github.com/Tabintel/ai-savings.git
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cd ai-savings
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```
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2. Install dependencies:
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```bash
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npm install
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```
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3. Create a `.env` file based on `.env.example`:
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```bash
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cd .env.example .env
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```
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4. Fill in your API keys and environment variables in the `.env` file
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5. Run the development server:
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```bash
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npm run dev
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```
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6. Open [http://localhost:3000](http://localhost:3000) in your browser
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## Project Structure
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```
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ai-savings
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├─ app/ # Next.js application
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│ ├─ (auth)/ # Authentication routes
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│ ├─ api/ # API routes
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│ │ ├─ currencies/ # Currency data endpoints
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│ │ ├─ enrich/ # Financial data enrichment
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│ │ └─ rates/ # Exchange rates
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│ ├─ dashboard/ # Main dashboard page
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│ ├─ onboarding/ # User onboarding flow
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│ └─ layout.tsx # Root layout component
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├─ components/ # Shared components
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├─ lib/ # Utility functions and services
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└─ public/ # Static assets
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```
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## Environment Variables
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See `.env.example` for required environment variables.
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## Deployment
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The application can be deployed on Vercel, Netlify, or any hosting service that supports Next.js.
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```bash
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npm run build
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```
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## Contributing
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Contributions are welcome! Please feel free to submit a Pull Request.
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