📑 Table of Contents

• Description
• Installation
• Tech Stack
• API Reference
• Workflows
• Deployment

Description

Welcome to Metafin – Your Intelligent, Jargon-Free Investment Companion

Metafin is an AI-powered platform built to simplify investing with a completely no-jargon UI, featuring clear iconography and logos for every section—so you always know exactly where to go.

• Personalized Dashboard
  Your home base, tailored to your goals, with custom logos guiding you through your portfolio at a glance.

• Mutual Funds & ETFs
  Discover top performers and the single best pick for you. Each fund page sports its own logo, and our "i" button decodes any remaining complexity in plain English.

• Stock Performance Recommendations
  Powered by both cutting-edge LLMs and a custom-built model, get concise summaries, interactive graphs, and a clear Invest/Pass verdict—each with a dedicated logo for easy navigation.

• Ongoing Trends
  Real-time candlestick charts for stocks, forex, and more, driven by our proprietary ML model that predicts optimal buy/sell windows. Look for the trend-tracker logo to dive in.

• Sentiment Analysis Engine
  Aggregates insights from Yahoo Finance and Reddit APIs to gauge market mood. Spot the sentiment-meter icon wherever you need a pulse check.

• Detailed Stock Analysis
  A complete stock analysis based on real-time values and a comprehensive summary translated for a non-jargon user.

• Stock Recommendations
  A custom-built hybrid (content-based + performance-based) recommendation system that suggests top-performing stocks based on user history.

• Stock Comparator
  Side-by-side stock comparison based on real-time data from the Yahoo Finance API, enhanced with LLM-generated non-jargon feedback.

• Custom News Hub
  Curates headlines and deep dives on your past and current investments, all under one news-feed logo.

Metafin isn’t just another fintech tool—it’s your clear, icon-driven co-pilot for smarter investing. 🚀

Installation

Clone the repo

git clone https://github.com/iamnitishsah/MetaFin.git
cd MetaFin

For the frontend:

cd MetaFin-Frontend

Install dependencies

npm i --force

Run the development server

npm run dev

For the backend:

cd MetaFin-Backend

set up a virtual environment and install dependencies:

python3 -m venv .env
source .env/bin/activate
pip install -r requirements.txt

Migrate the database

python manage.py makemigrations
python manage.py migrate

Run the development server

python manage.py runserver

Tech Stack

🧠 Full Stack for ML-Driven Fintech Applications

🖥️ Frontend:

• Next.js: Server-side rendering and routing.
• React: Dynamic UI components.
• TailwindCSS: Utility-first CSS for responsive design.

🌐 Backend:

• Django: Scalable backend for business logic, auth, and integrations.
• PostgreSQL: Robust relational database for storing user and market data.

🔍 Machine Learning API Serving:

• ML models are integrated into Django views or served via custom APIs from Django apps.

API Reference

Data Sources Used:

• FMP (Financial Modeling Prep)
• Alpha Vantage
• TradersView
• Reddit (r/stocks, r/investing, etc.)
• Yahoo Finance

Workflows

Recommendation System Workflow

Sentiment Analysis

Personalized News Recommendation