FinGenius 🤖💰

Welcome to FinGenius - Your Expert System-Powered Financial Planning Assistant

📌 Table of Contents

• Overview
• Features
  • Savings Goal Tracking
  • Budget Allocation
• Installation
• Usage
• Contributing
• License

Overview

FinGenius is an intelligent financial planning assistant that combines the power of expert systems with a user-friendly interface. Built using Python, Streamlit, and Experta, it helps users make informed financial decisions through advanced rule-based analysis and charts visualizations.

▶️ Demo (Click on video)

Features

Savings Goal Tracking

FinGenius helps you set and achieve your financial goals through intelligent tracking and recommendations.

Key Features:

• Authentication
• Custom savings goal creation
• Progress tracking with interactive visualizations
• Smart milestone generation
• Automated feasibility assessments
• Budget adjustment recommendations
• Interactive charts

Expert System Rules:

# Rule example: Milestones generation
    @Rule(Fact(goal_achievable=True), Fact(target_amount=MATCH.target), Fact(timeline=MATCH.timeline), Fact(current_savings=MATCH.savings))
    def generate_milestones(self, target, timeline, savings):
        """Generates monthly milestones to track progress."""
        if(savings == target):
            self.result["milestone"]= f"""Your savings match exactly your savings target. No need for further savings. \n"""
        elif(savings > target):
            self.result["milestone"]= f"""You have enough current savings to satisfy your goal. You will save {savings-target:.2f} TND . \n"""
        else:
            monthly_milestone = (target-savings) / timeline
            self.declare(Fact(monthly_milestone=monthly_milestone))
            self.result["milestone"]= (f"To reach your goal, save {monthly_milestone:.2f} per month.")

Budget Allocation

Optimize your spending with expert-driven budget recommendations using the 50-30-20 rule.

Key Features:

• Smart expense categorization
• Personalized budget breakdowns
• Real-time budget feasibility checks
• Intelligent spending calculus

Installation

1. Clone the repository:

git clone https://github.com/Sabermahjoub/Fin_Genius.git
cd fingenius

2. Create and activate virtual environment:

python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\Activate.ps1

3. Install dependencies:

pip install -r requirements.txt

Usage

1. Start the application:

streamlit run src/main-app.py

2. Access the web interface at http://localhost:8501

3. Authenticate yourself :

   

4. Use the sidebar to navigate between features:

   • Advisor (Savings Goal Tracker + Budget Allocator)

   • Charts

Dependencies

• Python 3.8+
• Streamlit
• Experta
• Pandas
• Plotly
• Python-dateutil

Contributing

1. Fork the repository
2. Create a feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.

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Made with ❤️ by [Saber & Maha]