Prototype: https://youtu.be/4tlHHmk-9HI?si=qk7Truu3hyR5x4Zr
Fin-AI-lytics is an advanced financial management system that leverages artificial intelligence to provide comprehensive financial analysis, portfolio management, and personalized financial advice. This project was developed as part of the TSEC Need for Code competition.
- Continuous monitoring of market trends and financial indicators
- Automatic data collection from multiple financial sources
- Customizable dashboards for personalized financial insights
- Real-time alerts for significant market movements
- Historical data analysis with trend visualization
- Automated portfolio rebalancing based on market conditions
- Risk assessment and diversification optimization
- Performance tracking and analytics
- Custom portfolio creation with AI recommendations
- Historical performance comparison with benchmarks
- Automatic categorization of expenses using AI algorithms
- Real-time budget tracking and alerts
- Expense pattern analysis and prediction
- Custom expense categories and subcategories
- Exportable expense reports with visual analytics
- Comprehensive debt analysis and consolidation
- Custom repayment strategies based on interest rates
- Debt snowball and avalanche methods
- Credit score impact analysis
- Emergency fund recommendations
- Custom investment strategies based on risk profile
- Goal-based financial planning
- Retirement planning and projections
- Tax optimization suggestions
- Emergency fund management
- 24/7 AI-powered financial advisor
- Natural language processing for complex queries
- Step-by-step financial guidance
- Educational content delivery
- Customized learning paths
- Multi-factor authentication support
- Encrypted data storage
- Role-based access control
- Regular security audits
- Compliance with financial regulations
- Advanced pattern recognition in market data
- Predictive analytics for stock performance
- Risk prediction using historical data
- Market sentiment analysis
- Custom prediction models
- Technical analysis with AI
- Fundamental analysis integration
- Market sentiment tracking
- Portfolio impact analysis
- Real-time trading signals
- Long-term market trend prediction
- Economic indicator analysis
- Sector performance forecasting
- Risk factor analysis
- Market cycle identification
- Portfolio risk scoring
- Stress testing scenarios
- Risk mitigation strategies
- Correlation analysis
- Position sizing optimization
- Modern Portfolio Theory implementation
- Risk-return optimization
- Asset allocation strategies
- Rebalancing frequency optimization
- Performance tracking and reporting
- Python 3.8 or higher
- pip (Python package installer)
- Virtual environment (recommended)
- Clone the repository:
git clone https://github.com/ddihora1604/Fin-AI-lytics.git
cd Fin-AI-lytics
- Create and activate virtual environment:
# Windows
python -m venv venv
.\venv\Scripts\activate
# Linux/Mac
python -m venv venv
source venv/bin/activate
- Install dependencies:
pip install -r requirements.txt
- Run the application:
python app.py
Fin-AI-lytics/
├── app.py # Main application file
├── ai_finance_manager.py # AI-powered financial management
├── portfolio_management.py # Portfolio management system
├── expense_tracking.py # Expense tracking functionality
├── debt_management.py # Debt management system
├── chat_assistance.py # Chat-based financial assistance
├── ml_models.py # Machine learning models
├── requirements.txt # Project dependencies
├── user_data.py # User data management
├── financial_data.py # Financial data handling
└── README.md # Project documentation