AI Finance Manager

A modern web application for tracking investments and managing financial portfolios with real-time market data and AI-powered insights.

Features

Investment Tracking

• Real-time Stock Market Data

  • Live tracking of NSE-listed Indian stocks
  • Dynamic price updates with color-coded indicators
  • Comprehensive stock information (price, change, market cap)
  • AI-powered stock recommendations

• Cryptocurrency Monitoring

  • Real-time cryptocurrency price tracking
  • Automatic USD to INR conversion
  • Price change indicators
  • Detailed market information

• Investment Platform Integration

  • Comparison of major Indian trading platforms
  • Direct account opening links
  • Platform-specific features and pricing
  • Regulatory compliance information

User Experience

• Responsive Design

  • Mobile-first approach
  • Adaptive layouts for all screen sizes
  • Touch-friendly interface
  • Horizontal scrolling for data tables

• Interactive Features

  • Market type toggle (Stocks/Crypto)
  • Manual refresh functionality
  • Persistent view preferences
  • Real-time data updates

Technical Stack

Backend

• Framework: Flask
• Database: SQLAlchemy
• Authentication: Flask-Login, Flask-Bcrypt
• API Integration: Yahoo Finance via RapidAPI

Frontend

• Framework: Bootstrap 5.1.3
• Icons: Font Awesome
• Styling: Custom CSS with responsive design
• JavaScript: Vanilla JS with modern ES6+ features

Installation

1. Clone the repository:

git clone https://github.com/DadvaiahPavan/AI-Finance-Management-System.git
cd Finance

2. Create and activate virtual environment:

python -m venv venv
source venv/bin/activate  # Linux/Mac
venv\Scripts\activate     # Windows

3. Install dependencies:

pip install -r requirements.txt

4. Set up environment variables:

cp .env.example .env
# Edit .env with your API keys and configuration

5. Initialize the database:

flask db upgrade

6. Run the application:

python app.py

Environment Variables

Create a .env file with the following variables:

FLASK_APP=app.py
FLASK_ENV=development
SECRET_KEY=your_secret_key
RAPIDAPI_KEY=your_rapidapi_key
DATABASE_URL=sqlite:///finance.db

API Documentation

Yahoo Finance API (via RapidAPI)

• Endpoint: Yahoo Finance API
• Rate Limits: As per RapidAPI plan
• Authentication: API key required
• Data Points:
  • Real-time stock prices
  • Company information
  • Market statistics
  • Historical data

Security Features

• Secure password hashing with Flask-Bcrypt
• Session management with Flask-Login
• Environment-based configuration
• CSRF protection
• Secure API key handling

Future Enhancements

1. Analytics

   • Portfolio performance tracking
   • Risk analysis
   • Investment recommendations
   • Historical performance charts

2. User Features

   • Custom watchlists
   • Price alerts
   • Portfolio sharing
   • Export functionality

3. Technical

   • Real-time WebSocket updates
   • Enhanced error handling
   • Caching implementation
   • Mobile app development

Contributing

1. Fork the repository
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

• Yahoo Finance API
• Flask Documentation
• Bootstrap Documentation
• Indian Trading Platforms:
  • Zerodha
  • Groww
  • Upstox

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Made with by Pavan Dadvaiah