Financial-Assistant-System

An intelligent platform helps you manage your finances by analyzing your income, spending patterns, and assets to provide personalized financial advice.

Features :-

 1.Analyze income and expenses to provide optimized budgeting advice.
 2.Track your financial growth over time and visualize key insights.
 3.Receive property and investment recommendations based on your financial data.

Tech Stack Required :-

 1. FrontEnd : HTML, CSS, JavaScript
 2. BackEnd : Node js, Express js
 3. Database : MySQL
 4. Data Analysis : Python pandas, numpy, scikit-learn
 5. Machine Learning Model : Gradient Boost
 6. Visualisation Tools : Chart.js
 7. Other Tools : Vs Code, Github, Mysql Workbench

Steps to Setup the application :-

 1. Setup MYSQL Database :
       -- Create Database financial_assistant
          CREATE DATABASE `financial_assistant`;

       -- Create the users table
          use financial_assistant;
          CREATE TABLE `users` (
             `email` varchar(100) NOT NULL,
             `first_name` varchar(50) DEFAULT NULL,
             `last_name` varchar(50) DEFAULT NULL,
             `age` int DEFAULT NULL,
             `gender` enum('Male','Female','Other') DEFAULT NULL,
             `isd_code` varchar(10) DEFAULT '+91',
             `contact` varchar(15) DEFAULT NULL,
             `security_question` varchar(255) DEFAULT NULL,
             `security_answer` varchar(255) DEFAULT NULL,
             `password` varchar(255) DEFAULT NULL,
             PRIMARY KEY (`email`)
         ) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_0900_ai_ci;


       -- Create the financial_data table
          use financial_assistant;
          CREATE TABLE `financial_info` (
             `id` int NOT NULL AUTO_INCREMENT,
             `email` varchar(100) NOT NULL,
             `total_assets` decimal(15,2) DEFAULT '0.00',
             `total_liabilities` decimal(15,2) DEFAULT '0.00',
             `income` decimal(15,2) DEFAULT '0.00',
             `expenses` decimal(15,2) DEFAULT '0.00',
             `debt` decimal(15,2) DEFAULT '0.00',
             `savings` decimal(15,2) DEFAULT '0.00',
             `profit` decimal(15,2) DEFAULT NULL,
             PRIMARY KEY (`id`),
             KEY `email` (`email`),
             CONSTRAINT `financial_info_ibfk_1` FOREIGN KEY (`email`) REFERENCES `users` (`email`) ON DELETE CASCADE
         ) ENGINE=InnoDB AUTO_INCREMENT=4 DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_0900_ai_ci;

          
        -- Create the transactions table
          use financial_assistant;
          CREATE TABLE `history` (
             `id` int NOT NULL AUTO_INCREMENT,
             `email` varchar(100) NOT NULL,
             `action` varchar(255) NOT NULL,
             `amount` decimal(15,2) NOT NULL,
             `profit_loss` decimal(15,2) NOT NULL,
             `remaining_balance` decimal(15,2) NOT NULL,
             `timestamp` timestamp NULL DEFAULT CURRENT_TIMESTAMP,
             PRIMARY KEY (`id`),
             KEY `email` (`email`),
             CONSTRAINT `history_ibfk_1` FOREIGN KEY (`email`) REFERENCES `users` (`email`) ON DELETE CASCADE
         ) ENGINE=InnoDB AUTO_INCREMENT=7 DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_0900_ai_ci;


    2. Setup Connection of database with the application : 
            const db = mysql.createConnection({
            host: 'localhost',    // Replace with your host
            user: 'your_username',         // Replace with your MySQL user
            password: 'your_password',  // Replace with your MySQL password
            database: 'financial_assistant'   // Replace with your database name you created above
          });
        
          // Connect to the database and check for any connection Error
          db.connect((err) => {
            if (err) {
              console.error('Database connection error: ' + err.stack);
              return;
            }
            console.log('Connected to the database');
          });

      3. Install expressjs and Nodejs
      4. After Setting up all these things Run following Command On Terminal : 
            >> node app.js      //here "app.js" should be the js file name of you application handling all the routes and backend services.
                                //If everything is good command will show "database connection successful" as output and server start running on 'localhost port:3000'.
            //Make sure no other app/service is running on this localhost port, if so then change the port at the end in app.js file and run above command again.
      5. Now visit to link "localhost:3001/index.html" to visit Home Page(index.html) to visit application.