Wealth Wise is a comprehensive AI-powered personal finance advisor that combines various intelligent features including chatbot capabilities, financial analysis, and much more. Built with a modern tech stack, it features a React frontend and a Python Flask backend.
demo.mp4
✅ AI-powered reAct agent 🤖 with LLM integration
📊 Financial analysis & path planning 📈
🗣️ Speech processing capabilities 🎙️
📰 News aggregation & display 🌍
🔐 Secure Google & Metamask login 🔑
📊 Clean visual dashboard to summarize all your financial data 📉
📂 MyData tab to update your financial information ✏️
💡 Recommendations tab for the best investment options 💰
📚 Money Matters – Learn about finance 🏦
🛣️ Financial Path – Plan your financial journey visually 🗺️
🧮 Money Calculator – Predict your future finances 📅
🧠 AI Agent – Get real-time financial insights using web & APIs 🌐
🚀 Money Plus – Real-time financial news updates 📰
📈 Stock Analyzer – Notifies you of the best investment timings 📊
⚛️ React (TypeScript)
🎨 Tailwind CSS for styling
⚡ Vite as the build tool
✅ ESLint for code quality
🐍 Python Flask
🧠 Google's Gemini AI
🤖 AI/ML libraries
☁️ Cloud services integration
🖥️ Node.js (v16 or higher)
🐍 Python (3.8+)
📦 npm or yarn
🔑 Required API keys (Gemini, Cloudinary, etc.)
1️⃣ Navigate to the backend directory:
cd backend
2️⃣ Create and activate a virtual environment (recommended):
python -m venv venv
source venv/bin/activate # On Windows: venv\Scripts\activate
3️⃣ Install Python dependencies:
pip install -r requirements.txt
4️⃣ Set up environment variables:
- Create a
.env
file in the backend directory - Add necessary API keys and configurations
1️⃣ Navigate to the frontend directory:
cd frontend
2️⃣ Install dependencies:
npm install
# or
yarn install
3️⃣ Set up environment variables:
- Create a
.env
file in the frontend directory - Add necessary configuration variables
1️⃣ From the backend directory:
python app.py
✅ The backend server will start on http://localhost:5000
1️⃣ From the frontend directory:
npm run dev
# or
yarn dev
✅ The frontend development server will start on http://localhost:5173
🔹 GEMINI_API_KEY
🔹 CLOUDINARY_CLOUD_NAME
🔹 CLOUDINARY_API_KEY
🔹 CLOUDINARY_API_SECRET
🔹 Other service-specific API keys
🔹 VITE_API_URL
🔹 Other frontend-specific configurations
WealthWise/
├── backend/
│ ├── app.py # Main Flask application
│ ├── agent.py # AI agent implementation
│ ├── gemini_fin_path.py # Financial analysis module
│ ├── scheduler.py # Task scheduling
│ └── tools/ # Utility functions and tools
├── frontend/
│ ├── src/ # React source files
│ ├── public/ # Static assets
│ └── package.json # Frontend dependencies
- 🧠 Google Gemini AI
- 🤖 OpenAI
- 🔗 Other libraries & services used in the project