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πŸ’Έ FinGPT - AI-Powered Financial Assistant

Team Sniders


πŸ” Introduction

India is witnessing a surge of new investorsβ€”millions stepping into the world of finance. Yet, financial literacy remains alarmingly low. Manual advisory isn’t scalable, and most platforms only cater to seasoned investors. That’s where FinGPT steps in β€” an intelligent, accessible, and AI-powered financial assistant designed for everyone.


🌟 Unique Selling Proposition (USP)

βœ… 100% Free & Scalable – Powered by Google tools, no fees or hidden charges.

βœ… Real-Time Insights – Instant stock data from Yahoo Finance & Google Finance.

βœ… Multi-Language Support – Chat in any Indian language via Gemini AI.

βœ… Privacy-Focused – No personal data stored beyond chat history.

βœ… Personalized Investment Suggestions – Smart AI-driven recommendations.

βœ… Jargon-Free Learning – Simplified finance for absolute beginners.


❓ Problem Statement

🚫 New investors struggle with:

  • Low financial literacy
  • Confusing jargon
  • Lack of personalized support
  • Overwhelming or technical platforms

πŸ’‘ FinGPT aims to make finance simple, smart, and accessible to the masses.


πŸ› οΈ Solution Overview

FinGPT is a GenAI-Powered Financial Assistant that:

πŸ’¬ Answers investment questions in simple, conversational language
πŸ“‰ Shows real-time stock data and interactive charts
πŸ“ˆ Predicts trends with live buy/sell suggestions
πŸ”’ Keeps user data private & secure
πŸ“š Educates users without technical jargon


🧠 Features & Capabilities

✨ Built on top of Google Gemini AI, FinGPT can:

πŸ”Ή Classify user queries into investment-related intents

πŸ”Ή Provide live stock prices, graphs, and charts

πŸ”Ή Generate stock predictions and personalized tips

πŸ”Ή Send friendly, beautified replies for a smooth user experience


🧰 Technology Stack

🧩 Component πŸ”§ Tool/Technology Used πŸ’‘ Purpose
Conversational AI Google Gemini + LangChain Smart finance chat assistant
NLP & Intent Classification Fine-tuned Google Gemini + LangChain Handling chat flows and intents
Chat Interface React + TypeScript Frontend chatbot interface
Data Storage MongoDB User history & preferences
Market Insights Yahoo Finance API Live stock & mutual fund data
Visualization & Charts Google Sheets + Plotly Interactive charts & graphs
Financial Data Analysis Python + Google Colab AI model training and data crunching
Realtime Analytics Google Analytics Track engagement and visualize performance
APIs Integration FastAPI Custom endpoints for NLP Chatbot

πŸ“Š SWOT Analysis

🟩 Strengths πŸŸ₯ Weaknesses
βœ… Fully AI-powered and automated financial assistant
βœ… Cost-effective with free, serverless tools (Gemini)
βœ… Real-time market insights and personalized recommendations
⚠️ Dependent on Google’s ecosystem – limited customization
⚠️ No direct trading functionality – purely advisory
🟨 Opportunities 🟦 Threats
πŸš€ Massive market of untapped new investors in need of financial guidance
οΏ½οΏ½ Expansion to WhatsApp, Google Assistant, and voice platforms
πŸ’Ό Potential monetization via premium insights and advisory tiers
🧠 Competition from large fintechs with integrated trading & advisory platforms
βš–οΈ Regulatory shifts in financial advisory laws

πŸ“ Project Structure

β”œβ”€β”€ backend/                     # Backend for managing APIs and logic
β”‚   β”œβ”€β”€ src/                     # Backend source files
β”‚   β”œβ”€β”€ package.json             # Backend dependencies
β”‚   β”œβ”€β”€ tsconfig.json            # TypeScript config for backend

β”œβ”€β”€ backend_ai/                  # AI engine for Gemini-based financial assistant
β”‚   β”œβ”€β”€ app.py                   # Main Flask/FastAPI application entry point
β”‚   β”œβ”€β”€ model.py                 # AI model logic and setup
β”‚   β”œβ”€β”€ model_config.py          # Configuration for model parameters
β”‚   β”œβ”€β”€ requirements.txt         # Python package dependencies
β”‚   β”œβ”€β”€ tools.py                 # Utility tools for AI processing
β”‚   └── .gitignore               # Git ignore rules for backend_ai

β”œβ”€β”€ frontend/                    # Frontend UI of the application
β”‚   β”œβ”€β”€ public/                  # Static assets (icons, images, etc.)
β”‚   β”œβ”€β”€ src/                     # Frontend source code (TypeScript)
β”‚   β”œβ”€β”€ .gitignore               # Git ignore rules for frontend
β”‚   β”œβ”€β”€ README.md                # Frontend-specific README
β”‚   β”œβ”€β”€ eslint.config.js         # ESLint configuration
β”‚   β”œβ”€β”€ index.html               # Root HTML file
β”‚   β”œβ”€β”€ package.json             # Frontend dependencies
β”‚   β”œβ”€β”€ tsconfig.app.json        # TypeScript config for app
β”‚   β”œβ”€β”€ tsconfig.json            # General TypeScript config
β”‚   β”œβ”€β”€ tsconfig.node.json       # TypeScript config for node scripts
β”‚   └── vite.config.ts           # Vite config for development server

β”œβ”€β”€ graph/                       # Data visualization and stock graph generation
β”‚   β”œβ”€β”€ graph.py                 # Script for plotting live charts and predictions
β”‚   └── .gitignore               # Git ignore rules for graph module

β”œβ”€β”€ GenAI-Powered Financial Assistant.pdf   # Project documentation (PDF)
β”œβ”€β”€ README.md                                # Main project documentation

πŸš€ How to Run

  1. Clone the repository:
git clone https://github.com/SagnikBasak04/finance_bot.git
cd finance_bot
  1. Run the AI Agent server:
cd backend_ai
pip install -r requirements.txt
python app.py
  1. Run the Graph server:
cd ../graph
python graph.py
  1. Run the backend server:
cd ../backend
npm install
npm run dev
  1. Run the frontend server:
cd ../frontend
npm install
npm run dev

πŸ‘¨β€πŸ’» Contributors

πŸ‘€ Name πŸ’Ό Role πŸ”— GitHub
Tamojit Das (Team Lead) Full-Stack Developer GitHub
Sagnik Basak AI Engineer & Data Analyst GitHub
Anidipta Pal AI & Backend Developer GitHub
Titas Kabiraj UI-UX & Frontend Developer GitHub

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