FinanceGPT

FinanceGPT is a new app that helps you take control of your finances. It offers personalized financial advice, similar to consulting with a human advisor. With features like AI chat and goal planning, FinanceGPT helps you achieve your financial goals. Powered by Next.js and OpenAI's GPT-4, this app provides tailored advice based on your unique financial situation.

Table of Contents

• FinanceGPT
  • Table of Contents
  • Live Demo
  • Features
  • Technologies Used
  • Getting Started
    • Prerequisites
    • How to run the project
  • Screenshots
  • How to use the application
  • Use cases and further enhancements
  • Contributing
  • License
  • Acknowledgments
  • Contact

Live Demo

Live demo - FinanceGPT

Features

• User authentication and registration
• AI-powered chatbot for financial queries
• Personalized financial advice using AI
• Financial snapshot and goal setting

Technologies Used

• React.js with Chakra UI
• Next.js
• Database: MongoDB
• AI Integration: OpenAI's GPT-4
• State Management: Redux Toolkit
• Authentication: JSON Web Tokens (JWT)

Getting Started

Prerequisites

• Next.js
• MongoDB
• OpenAI API key

How to run the project

1. Clone the repository:

git clone https://github.com/0xmetaschool/finance-gpt.git
cd finance-gpt

2. Install dependencies:

npm install

3. Set up the database:

Ensure you have MongoDB installed and running on your system, or use a cloud-hosted MongoDB service like MongoDB Atlas. Create a new Cluster, select a free plan, and copy the connection string, this will be required in the next step.

4. Set up environment variables:

Create a .env.local file in the root directory and add the following variables:

NEXT_PUBLIC_API_URL=http://localhost:3000/api
MONGODB_URI=your_mongodb_connection_string
JWT_SECRET=your_jwt_secret
OPENAI_API_KEY=your_openai_api_key

5. Run the development server:

npm run dev

6. Open your browser and navigate to http://localhost:3000

You should now see the AI-powered FinanceGPT application running with Next.js.

Screenshots

How to use the application

1. Register for a new account or log in
2. Complete the onboarding process to set up your financial profile
3. Explore the financial snapshot dashboard
4. Set financial goals and receive AI-powered strategies
5. Use the chatbot for financial guidance

Use cases and further enhancements

1. Integrate with real-time financial data APIs to provide up-to-date market information and analysis.
2. Implement a document upload feature for analyzing financial statements and tax returns.
3. Create interactive financial education modules with quizzes and rewards.
4. Implement a feature that allows users can access older chats
5. Add support for cryptocurrency tracking and investment advice.
6. etc, etc, etc...

Contributing

We love contributions! Here's how you can help make FinanceGPT even better:

1. Fork the project (gh repo fork https://github.com/0xmetaschool/ai-finance-advisor.git)
2. Create your feature branch (git checkout -b feature/AmazingFeature)
3. Commit your changes (git commit -m 'Add some AmazingFeature')
4. Push to the branch (git push origin feature/AmazingFeature)
5. Open a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.

Acknowledgments

• OpenAI for providing the GPT-4 API
• The Chakra UI team for their excellent React component library

Contact

Please open an issue in the GitHub repository for any queries or support.