AI-Powered Financial Assistant

An AI-powered financial application that helps you understand and optimize your personal finances. Built with Next.js, CopilotKit for AI assistance, and Maybe Finance API for financial 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 (AI assistant)
  • Maybe Finance (financial data API)
• MongoDB database

Setup

1. Clone the repository:

   git clone https://github.com/Tabintel/finance_ai.git
   cd finance_ai

2. Install dependencies:

   npm install

3. Create a .env file based on .env.example:

   cd .env.example .env

4. Fill in your API keys and environment variables in the .env file.

5. Run the development server:

   npm run dev

6. Open http://localhost:3000 in your browser

Project Structure

finance_ai
├─ 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.

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.