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Swapnance is a smart, AI-powered finance app that creates personalized investment plans based on your age and income. It also rewards your financial knowledge with cool badges through fun quizzes. Powered by CopilotKit, it offers real-time insights and an engaging way to boost your financial literacy. Smart investing made fun!

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Swapnendu003/swapnance

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Swapnance 🏦💸

Swapnance is a personal finance aid application that leverages the power of CopilotKit to provide personalized investment plans based on users' age and monthly income. Additionally, Swapnance encourages financial learning by awarding badges to users based on their investment knowledge. Whether you're a novice or a seasoned investor, Swapnance helps you make informed financial decisions in a fun and interactive way!

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Features ✨

1️⃣ Personalized Investment Plans

  • Enter your age and monthly income to receive a tailored investment strategy.
  • Plans are customized to align with your risk appetite and financial goals.
  • Simple, intuitive interface for easy interaction.

2️⃣ Finance Tracker to Manage Your Expenses

  • Keep track of your income and expenses efficiently.
  • View an overview of spending categories with easy-to-understand charts.
  • Stay on top of your financial health by monitoring transactions in real-time.
  • Get personalized saving tips based on your income and spending patterns.

3️⃣ Earn Badges Based on Financial Knowledge

  • Take quizzes to assess your understanding of investment principles and portfolio management.
  • Earn exclusive badges based on your quiz performance.
  • Keep improving your financial literacy while earning rewards.

4️⃣ AI-Powered Insights with CopilotKit

  • CopilotKit offers personalized suggestions and insights.
  • Quizzes are adaptive, becoming more challenging as you improve.
  • Up-to-date investment strategies based on the latest financial trends.

Demo 🖥️

Check out the Swapnance demo here: Swapnance Live Demo

Screenshots 📸

Investment Plan Feature

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Finance Tracker Dashboard

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Keep track of your finances easily with our intuitive and user-friendly tracker. Get a detailed expense breakdown with charts, track your transactions, and stay on top of your financial goals.

Badge Showcase

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Installation 🛠️

To run Swapnance locally, follow these steps:

  1. Clone the repository

    git clone https://github.com/Swapnendu003/swapnance.git
  2. Navigate to the project directory

    cd swapnance
  3. Install dependencies

    npm install
  4. Setup the .env.local

    OPENAI_API_KEY=GIVE_YOUR_API_KEY
    
  5. Start the development server

    npm run dev

The application should now be running on http://localhost:3000.

Technologies Used 💻

  • NEXT.JS: Frontend framework
  • CopilotKit: AI-powered suggestions and adaptive quiz generation
  • Tailwind CSS: For styling the application
  • MongoDB: Database for storing user and financial data
  • Express.js: Backend server handling API routes

Contact 📬

For any questions or suggestions, feel free to reach out:

Thank you for checking out Swapnance! 🚀 Let's take your financial planning to the next level!

About

Swapnance is a smart, AI-powered finance app that creates personalized investment plans based on your age and income. It also rewards your financial knowledge with cool badges through fun quizzes. Powered by CopilotKit, it offers real-time insights and an engaging way to boost your financial literacy. Smart investing made fun!

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