💰 FinWise — Personal Finance AI Advisor

An intelligent personal finance assistant powered by Claude AI. Track expenses, plan budgets, set goals, and get personalized investment advice — all in one place.

✨ Features

Feature	Description
📊 Expense Analysis	Track and categorize spending with visual breakdowns
🎯 Budget Planning	Set category limits with 50/30/20 rule guidance
💹 Investment Suggestions	Personalized options (SIP, FD, Stocks) by risk profile
🏆 Goal Tracking	Create and monitor financial goals with deadlines
🤖 AI Chat Advisor	Real-time conversational finance guidance via Claude
📈 AI Deep Analysis	One-click financial health report with action items

🛠 Tech Stack

Backend

• FastAPI (Python)
• Anthropic Claude API (claude-sonnet-4-6)
• Pydantic v2

Frontend

• React 18 + Vite
• Tailwind CSS
• Recharts (data visualization)
• Lucide React (icons)

🚀 Getting Started

Prerequisites

• Python 3.10+
• Node.js 18+
• An Anthropic API key

1. Clone the repo

git clone https://github.com/YOUR_USERNAME/finance-advisor.git
cd finance-advisor

2. Backend Setup

cd backend
python -m venv venv
source venv/bin/activate  # Windows: venv\Scripts\activate
pip install -r requirements.txt

# Set your API key
cp .env.example .env
# Edit .env and add your ANTHROPIC_API_KEY

# Start the server
uvicorn main:app --reload
# Runs at http://localhost:8000

3. Frontend Setup

cd frontend
npm install
npm run dev
# Runs at http://localhost:5173

Open http://localhost:5173 in your browser.

📁 Project Structure

finance-advisor/
├── backend/
│   ├── main.py              # FastAPI app with all routes
│   ├── requirements.txt
│   └── .env.example
├── frontend/
│   ├── src/
│   │   ├── components/
│   │   │   └── Sidebar.jsx
│   │   ├── pages/
│   │   │   ├── Dashboard.jsx   # Overview + AI analysis
│   │   │   ├── Expenses.jsx    # Transaction management
│   │   │   ├── Budget.jsx      # Budget limits + AI suggestions
│   │   │   ├── Goals.jsx       # Goal tracking
│   │   │   ├── Invest.jsx      # Investment options
│   │   │   └── Chat.jsx        # AI chat advisor
│   │   ├── hooks/
│   │   │   └── useFinanceStore.js  # Global state
│   │   ├── utils/
│   │   │   └── api.js          # API calls
│   │   └── styles/
│   │       └── index.css
│   ├── index.html
│   ├── vite.config.js
│   └── package.json
└── README.md

🔌 API Endpoints

Method	Endpoint	Description
POST	/api/analyze	Deep AI financial analysis
POST	/api/chat	Conversational AI advisor
POST	/api/budget-suggestions	AI budget recommendations
GET	/api/investment-options	Personalized investment options
GET	/api/health	Health check

🔧 Environment Variables

📝 License

MIT License — feel free to use and modify.

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