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FinLife - AI-Powered Financial Advisor

Overview

FinLife is a mobile application designed to empower users to make smarter financial decisions. By answering a quick, intuitive questionnaire, users receive personalized investment recommendations powered by AI, presented through dynamic visualizations like graphs and pie charts. Whether you're saving for a home, planning for retirement, or building wealth, FinLife simplifies financial planning.


Features

  • Engaging Questionnaire: Tailored questions to understand user goals, income, savings, and risk tolerance.
  • AI-Powered Insights: Recommendations generated by an Ollama AI server trained for financial advising.
  • Dynamic Visualizations: Interactive pie charts and line graphs for easy-to-understand insights.
  • Responsive Design: Built with React Native for seamless use on Android and iOS.
  • Secure Authentication: Firebase integration for user authentication and data storage.

Technologies Used

  • React Native: Cross-platform mobile development.
  • TypeScript: For type-safe and scalable development.
  • Tailwind CSS (twrnc): For responsive and consistent styling.
  • Ollama AI Server: For personalized financial recommendations.
  • Firebase:
    • Authentication for secure user login and signup.
    • Firestore for questionnaire data storage and retrieval.
  • Dynamic Graphs: For visualizing financial recommendations.

Setup and Installation

Prerequisites

  1. Install Node.js and Expo CLI.
  2. Clone the repository:
    git clone https://github.com/your-username/FinLife.git
    cd FinLife/mobile
  3. Install dependencies:
    npm install
    

Firebase Setup

  1. Create a Firebase project in the Firebase Console.
  2. Enable Authentication (Email/Password) and Firestore.
  3. Replace the Firebase configuration in firebaseConfig.ts with your project credentials.

Run the App

npx expo start

Usage

  1. Launch the app to see the Cover Page.
  2. Click "Get Started" to answer the financial questionnaire.
  3. View personalized investment recommendations with graphs and pie charts.
  4. Explore additional features like tracking your portfolio and financial insights.

Future Improvements

  • Real-Time Market Data: Integrate live market data for more accurate recommendations.
  • Portfolio Tracking: Allow users to track their financial progress over time.
  • Multi-Language Support: Expand accessibility with multi-language options.
  • Push Notifications: Notify users of financial updates and tips.

Contributors

  • Adel Bouchatta
  • Ly Andy Phok
  • Victoria Doan
  • Daniel To

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