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HM0052 Team Ganecha

🚀 FinVision: AI-Powered Financial Assistant

📌 Description

FinVision is a cutting-edge AI-powered chatbot and financial dashboard designed to provide users with insightful financial guidance, transaction trends, and personalized assistance.

💡 Key Highlights:

✅ AI Chatbot – Get answers to general financial queries.

✅ Personal AI Chatbot – Analyze personal transaction data for insights.

✅ Financial Dashboard – Visualize stats, transaction trends, and spending patterns.

✅ Smart Financial Tools:

1️⃣ 🏦 Financial Freedom Calculator – Estimate how long your savings will last.

2️⃣ 💰 Retirement Calculator – Plan your retirement savings.

3️⃣ 🏡 Home Affordability Calculator – Determine how much house you can afford.

4️⃣ 📈 Inflation Calculator – Understand the impact of inflation on future buying power.


🌟 Features

✔️ AI Chatbot for general financial queries.

✔️ Personal AI chatbot for analyzing and answering user-specific transaction-related queries.

✔️ Dashboard for financial statistics and transaction trends.

✔️ Financial tools for planning and calculations.

✔️ Real-time responses to RBI guidelines, fraud detection queries, and stock-related information.


📦 Installation & Setup

🔹 Clone the Repository

git clone https://github.com/yourusername/finvision.git
cd finvision

🤖 Chatbot Setup & Run

1️⃣ Set Up Financial Chatbot

cd "Financial Chatbot"

Download datasets from the public drive:

📥 Dataset Link and add them to the dataset folder.

2️⃣ Create Virtual Environment & Install Dependencies

python -m venv venv
venv\Scripts\activate    # (For Windows)
source venv/bin/activate  # (For macOS/Linux)
pip install -r requirements.txt

3️⃣ Process Financial Documents

python data_loader.py

4️⃣ Run the Chatbot UI

streamlit run app.py

🎨 Frontend Setup

cd ..
cd frontend
npm install --legacy-peer-deps
npm install date-fns@3.0.0
npm install
npm run dev

test_email: test@gmail.com

password: 12345678

OTP: 123456


📸Screenshots

Image Image Image


🔗Deployed URL

FinVision


🎥Video URL

Demo Video


PPT URL

PPT


Documentation URL

Documentation


🛠️ Tech Stack

  • Backend: Python, PostgreSQL, Next.js, Flask

  • AI/ML: RAG Model, FAISS, Gemini API / LLaMA

  • Frontend: Next.js, TailwindCSS

  • Database: PostgreSQL

  • Deployment: Streamlit, Vercel


🏗️ Architecture

System Flow Architecture


📌 Usage

🚀 General AI Chatbot – Answer financial and RBI-related queries.

💬 Personal AI Chatbot – Analyze transactions & get personal insights.

📊 Financial Dashboard – Visualize transaction trends & statistics.

📈 Smart Financial Tools – Plan for financial freedom, retirement, home affordability, and inflation impact.


📌 Remarks

🔹 Built using state-of-the-art RAG models for accurate financial insights.

🔹 Supports both general and personalized AI interactions.

🔹 Future updates will include fraud detection and predictive financial analytics.

📢 Stay tuned for upcoming features! 🚀


📬 Contact

For questions or suggestions, reach out at:
📧 Email: ratnalikarp@gmail.com
💼 LinkedIn: Pranav Ratnalikar


🚀 Start using FinVision today and take control of your finances!

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