YourFinance - A Financial Copilot

Table of Contents

1. Introduction
2. Problem Statement
3. Solution
4. Features
5. Technologies Used
6. Installation
7. Usage
8. Demo
9. Contributing
10. License
11. Contact

Introduction

Welcome to YourFinance, a financial copilot designed to democratize professional financial wellness insights using data analytics and automation. This project was developed as a capstone project at Bentley University by Ajit Mehrotra under the guidance of Professor Jim Pepe.

Problem Statement

Despite the availability of numerous free financial budgeting resources, a significant portion of the lower and middle classes remain financially illiterate and continue to make poor financial decisions. This issue persists due to a lack of awareness about real discretionary income, influenced by irregular expenses, hidden costs, and changing priorities.

Solution

YourFinance aims to bridge this gap by leveraging modern technologies to provide users with better-managed finances. By centralizing real-time financial data, predictive analytics, actionable insights, and intelligent automation, YourFinance helps users make informed financial decisions and optimize their financial health.

Features

• Centralized Finances: Integrate and manage all your financial accounts in one place.
• Real-Time Data: Access up-to-date financial information.
• Predictive Analytics: Forecast future financial trends based on historical data.
• Actionable Insights: Receive personalized financial advice and suggestions.
• Intelligent Automation: Automate savings, investments, and other financial activities.
• User-Friendly Interface: Easy-to-navigate dashboard with customizable features.
• Gamification: Engage with financial goals through interactive elements.
• Family Management: Manage and monitor collective family finances.
• Comprehensive Education: Access financial literacy resources tailored to your needs.

Technologies Used

• Front-End: PHP, JavaScript, HTML, Tailwind CSS, Alpine.js
• Back-End: Laravel, PostgreSQL, OpenAI API, Plaid API
• Tools: Git, Jira, Miro, TablePlus, VScode

Installation

1. Clone the Repository

   git clone https://github.com/Ajit-Mehrotra/YourFinance-Capstone.git
   cd YourFinance-Capstone

2. Install Dependencies

   composer install
   npm install

3. Run Migrations and Seed Database

   php artisan migrate --seed

4. Start the Applications

   php artisan serve

Usage

After setting up the project, you can access the application at http://localhost:8000. Create an account, link your financial accounts, and start managing your finances with ease.

Demo

Check out a live demo of YourFinance here. Peep the powerpoint presentation here.

Contributing

We welcome contributions from the community! Please read our Contributing Guidelines before submitting a pull request. (not made yet)

License

This project is licensed under the MIT License.

Contact

If you have any questions or suggestions, feel free to contact me:

• Name: Ajit Mehrotra
• Email: [email protected]
• LinkedIn: Ajit Mehrotra