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## 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
![image](https://github.com/user-attachments/assets/26e9cdb5-f667-421f-a58d-b97e0877bd06)
## Who Are You?
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/).
## ⭐️ Project README with installation and getting started steps ⭐️👇
## AI-Powered Financial Insights
<div align="center">
![finance app](https://github.com/user-attachments/assets/5a5e9582-e183-43ca-b936-9b12aa9fa24b)
<p><em>Your AI-powered financial companion</em></p>
</div>
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](https://docs.copilotkit.ai/) (AI assistant)
- [Maybe Finance](https://synthfinance.com/) (financial data API)
- MongoDB database
### Setup
1. Clone the repository:
```bash
git clone https://github.com/Tabintel/ai-savings.git
cd ai-savings
```
2. Install dependencies:
```bash
npm install
```
3. Create a `.env` file based on `.env.example`:
```bash
cd .env.example .env
```
4. Fill in your API keys and environment variables in the `.env` file
5. Run the development server:
```bash
npm run dev
```
6. Open [http://localhost:3000](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.
```bash
npm run build
```
## Contributing
Contributions are welcome! Please feel free to submit a Pull Request.