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📈 FinTrack AI | Agentic Financial Advisor

FinTrack AI is a modern financial dashboard that combines a sleek UI with a high-performance AI-Powered Chatbox. Instead of relying on static data, this platform uses an agentic workflow to research the live web, providing users with real-time financial insights and market analysis.


🤖 The AI Chatbox: Retrieval-Augmented Generation (RAG)

The heart of this project is the Agentic Chat Assistant. Unlike standard chatbots, this assistant doesn't just "chat"—it researches. It is powered by a custom RAG (Retrieval-Augmented Generation) pipeline.

🧠 How the AI Brain Works

When you ask a question like "What is the current trend for Nvidia stock?" or "Should I invest in Gold today?", the AI follows a 3-step process:

  1. Web Retrieval: The system identifies the need for real-time data and triggers the DuckDuckGo Search API to scan the latest financial news and market reports.
  2. Context Augmentation: The top search results are parsed and injected into the AI's "short-term memory" as factual context.
  3. Llama 3.1 Reasoning: Using the Meta Llama-3.1-8B-Instruct model (via Hugging Face), the agent synthesizes the live data and the user query to provide a professional, data-backed response.

⚡ Key AI Features

  • Zero Knowledge Cutoff: By using live web search, the AI is always aware of market moves that happened minutes ago.
  • Hallucination-Free: Every financial insight is grounded in real-time search results, drastically reducing the "guessing" common in standard AI.
  • Agentic Decision Making: The system intelligently decides when to search the web and when to use its internal reasoning.

🛠️ Tech Stack

  • Backend: Python & Flask
  • LLM: Llama 3.1 (8B Instruct)
  • Inference: Hugging Face API
  • Search Engine: DuckDuckGo Search API
  • Frontend: Custom CSS/JS Fintech Dashboard
  • Deployment: Render Cloud

📂 Folder Structure

├── app.py              # Main Flask server & AI/RAG logic
├── requirements.txt    # Production-ready dependencies
├── static/             # CSS and JavaScript assets
├── templates/          # HTML Structure (Dashboard & Chat Widget)
└── .gitignore          # Security shield for private tokens

About

A real-time wealth advisor agent powered by Llama 3.1. Uses RAG (Retrieval-Augmented Generation) to search the live web for financial data, market trends, and crypto prices. Built with Flask and Python.

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  • CSS 55.9%
  • HTML 34.2%
  • Python 9.9%