WealthLens

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Project Description

WealthLens was inspired by the need for a comprehensive and user-friendly platform to help individuals take control of their financial well-being. With so many people struggling to manage budgets, track expenses, and stay updated on investment trends, I wanted to create a solution that integrates all these tools into a single, accessible dashboard. My goal was to provide users with an easy way to monitor their financial status, make informed decisions, and optimize their spending habits using AI-driven insights. WealthLens is designed to empower users to build better financial habits and achieve their savings goals effortlessly.

⚙️ Tech Stack

• Next.js
• TypeScript
• Mongodb
• Next-Auth
• React Hook Form
• Zod
• TailwindCSS
• Shradcn

🔋 Features

Set Budgets

Create budget categories and set limits to track spending, with alerts when approaching the limit.

Track Expenses

Input daily expenses, categorize them, and view detailed reports on spending patterns.

View Financial Dashboard

Access an overview of financial status, including total expenses, savings, cash flow, net worth, and recent transactions.

Analyze with Charts

View expense and savings data through line charts, bar charts, and pie charts to get a visual breakdown over various time ranges.

AI-Powered Insights

Receive personalized insights that help optimize spending and savings goals.

Manage Investments

Stay informed about market trends, track top gainers and losers in the stock market, and receive news and trends on saved stocks.

Savings Goals

Set specific savings targets and track progress.

🤸 Quick Start

Follow these steps to set up the project locally on your machine.

Prerequisites

Make sure you have the following installed on your machine:

• Git
• Node.js
• npm (Node Package Manager)

Cloning the Repository

git clone https://github.com/Ajor-Saha/Hack4Good-Fintech-Hackathon.git

Installation

Install the project dependencies using npm:

npm install

Start the project

npm run dev

Open http://localhost:3000 in your browser to view the project.

.env.example

CLOUDINARY_CLOUD_NAME = 
CLOUDINARY_API_KEY = 
CLOUDINARY_API_SECRET = 
MONGODB_URI = 
GOOGLE_CLIENT_ID = 
GOOGLE_CLIENT_SECRET = 
NEXTAUTH_SECRET = 
EMAIL_USER =
EMAIL_PASS =
YOUR_API_KEY = 
GEMINI_API_KEY = 
FINNHUB_API_KEY = 

Demo user data for test purpose

username : moneyAjor
password: abc123