💰 Your Finance Bro

An AI-powered financial assistant that helps you analyze your financial data, track spending, and get personalized financial insights through natural conversations.

🌟 Features

• AI-Powered Chat Interface: Natural language conversations about your finances
• Financial Data Analysis: Upload and analyze transactions, accounts, and budgets
• Real-time Streaming Responses: Get instant feedback from the AI assistant
• Interactive Web Interface: Modern, responsive UI with drag-and-drop file upload
• Multi-Model Support: Built with PydanticAI supporting GPT-4 and other LLMs
• Chat History: Maintains conversation context for coherent interactions

🏗️ Project Structure

Your Finance Bro/
├── main.py                          # FastAPI application entry point
├── pyproject.toml                   # Project dependencies and metadata
├── output.json                      # Sample financial data file
├── README.md                        # Project documentation
├── app/
│   ├── configs/
│   │   └── model_config.py         # LLM model configuration
│   ├── endpoint/
│   │   └── agent.py                # Chat endpoint routes
│   ├── model/
│   │   ├── agent_model.py          # Pydantic models for chat
│   │   └── finance_model.py        # Financial data models
│   └── services/
│       ├── agent_services.py       # Core agent logic and streaming
│       ├── finance_service.py      # Finance data processing
│       ├── llm_service.py          # LLM model initialization
│       └── utility_service.py      # Helper utilities
└── frontend/
    ├── index.html                   # Main web interface
    ├── script.js                    # Frontend JavaScript logic
    └── styles.css                   # UI styling

🚀 Getting Started

Prerequisites

• Python 3.13 or higher
• pip package manager

Installation

1. Clone the repository:

   git clone https://github.com/Pavel401/Your-Finance-Bro.git
   cd "Your Finance Bro"

2. Install dependencies:

   pip install -e .

   Or manually install required packages:

   pip install fastapi uvicorn pydantic-ai pydantic-ai-slim[google,openai] python-dotenv

3. Set up environment variables: Create a .env file in the root directory:

   OPENAI_API_KEY=your_openai_api_key_here
   # Or for Google models:
   # GOOGLE_API_KEY=your_google_api_key_here

Running the Application

1. Start the server:

   python main.py

   Or using uvicorn directly:

   uvicorn main:app --host 0.0.0.0 --port 8080 --reload

2. Access the application: Open your browser and navigate to:

   http://localhost:8080
   

3. Upload your financial data:

   • Click the upload area or drag and drop your output.json file
   • The file should contain your financial transactions, accounts, and budgets
   • Click "Start Chatting" to begin

📊 Data Format

The application expects financial data in JSON format with the following structure:

{
  "export_info": {
    "export_date": "2024-01-01T00:00:00Z",
    "app_version": "1.0.0",
    "data_format": "json",
    "total_transactions": 100,
    "total_accounts": 3,
    "total_budgets": 5
  },
  "transactions": [
    {
      "id": "uuid",
      "date": "2024-01-01T00:00:00Z",
      "type": "debit",
      "title": "Transaction Title",
      "amount": 100.00,
      "category": "other",
      "account_id": "uuid"
    }
  ],
  "accounts": [
    {
      "id": "uuid",
      "account_name": "Checking Account",
      "bank_name": "Bank Name",
      "account_type": "checking",
      "balance": 5000.00
    }
  ],
  "budgets": [
    {
      "id": "uuid",
      "year": 2024,
      "month": 1,
      "amount": 3000
    }
  ]
}

🛠️ API Endpoints

Health Check

• GET /health
  • Returns API health status

Chat Endpoint

• POST /agent/chat
  • Request body:

    {
      "user_query": "What's my current balance?",
      "finance_info": { ... },
      "chat_history": []
    }

  • Response: Streaming NDJSON with AI responses

💡 Example Questions

Ask your Finance Bro questions like:

• "What's my current balance across all accounts?"
• "Show me my spending summary for this month"
• "Which category do I spend the most on?"
• "Give me tips to save money based on my spending"
• "What were my largest transactions last month?"
• "How much did I budget for this month?"