WealthWise - Investment Management Platform

WealthWise is a comprehensive investment management platform designed to help users track, analyze, and optimize their investments in mutual funds, cryptocurrencies, and other financial instruments. Built during CodeZen, WealthWise integrates AI-driven insights, real-time data, and user-friendly interfaces to make investment strategies accessible and efficient.

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Table of Contents

1. Project Structure
2. Features
3. Tech Stack
4. Environment Variables
5. Installation
6. Usage
7. API Endpoints
8. Contributing
9. License

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Project Structure

anamiiikka-codezen/
├── vercel.json
├── backend/
│   ├── Readme.md
│   ├── main.py
│   ├── package-lock.json
│   ├── package.json
│   ├── requirements.txt
│   ├── .gitignore
│   └── __pycache__/
└── frontend/
    ├── README.md
    ├── eslint.config.js
    ├── index.html
    ├── package-lock.json
    ├── package.json
    ├── postcss.config.cjs
    ├── tailwind.config.js
    ├── vite.config.js
    ├── .gitignore
    ├── public/
    └── src/
        ├── App.jsx
        ├── index.css
        ├── main.jsx
        ├── style.js
        ├── EducationHub/
        │   ├── App.jsx
        │   └── index.js
        ├── assets/
        │   └── index.js
        ├── components/
        │   ├── Billing.jsx
        │   ├── Business.jsx
        │   ├── Button.jsx
        │   ├── CTA.jsx
        │   ├── CardDeal.jsx
        │   ├── Chatbot.jsx
        │   ├── Clients.jsx
        │   ├── FeedbackCard.jsx
        │   ├── Footer.jsx
        │   ├── GetStarted.jsx
        │   ├── Hero.jsx
        │   ├── MutualFund.jsx
        │   ├── Navbar.jsx
        │   ├── Stats.jsx
        │   ├── StockMarket.jsx
        │   ├── Testimonials.jsx
        │   ├── index.js
        │   ├── CryptoDashboard/
        │   │   ├── App.jsx
        │   │   ├── Footer/
        │   │   │   ├── Footer.css
        │   │   │   └── Footer.jsx
        │   │   ├── LineChart/
        │   │   │   ├── LineChart.css
        │   │   │   └── LineChart.jsx
        │   │   ├── Navbar/
        │   │   │   ├── Navbar.css
        │   │   │   └── Navbar.jsx
        │   │   └── Pages/
        │   │       ├── Coin/
        │   │       │   ├── Coin.css
        │   │       │   └── Coin.jsx
        │   │       └── Home/
        │   │           ├── Home.css
        │   │           └── Home.jsx
        │   └── Dashboard/
        │       ├── AvailableSchemes.jsx
        │       ├── AverageAUM.jsx
        │       ├── CalculateReturns.jsx
        │       ├── CompareNAVs.jsx
        │       ├── HistoricalNAV.jsx
        │       ├── MonteCarloPrediiction.jsx
        │       ├── MutualFundDashboard.jsx
        │       ├── PerformanceHeatmap.jsx
        │       ├── Portfolio.jsx
        │       ├── RiskVolatility.jsx
        │       ├── SchemeDetails.jsx
        │       └── index.js
        ├── constants/
        │   └── index.js
        └── context/
            └── CoinContext.jsx

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Features

• Mutual Fund Dashboard: Track and analyze mutual funds with historical NAV, risk assessment, and Monte Carlo predictions.
• Cryptocurrency Dashboard: Real-time crypto price tracking, risk analysis, and AI-driven insights.
• Portfolio Management: Add, remove, and track investments in mutual funds and cryptocurrencies.
• AI-Powered Insights: Get AI-generated analysis and reports for your investments.
• Education Hub: Learn about financial markets with curated videos and trending news.
• Authentication: Secure login and user management via Auth0.

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Tech Stack

• Frontend: React, Vite, TailwindCSS, Framer Motion, Recharts, Plotly.js
• Backend: FastAPI, MongoDB, Python (mftool, pandas, numpy)
• AI Integration: Groq API (Llama 3.3-70b)
• Authentication: Auth0
• Deployment: Vercel

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Environment Variables

Backend (.env)

MONGODB_URL=your_mongodb_connection_string
FRONTEND_URL=http://localhost:5173

Frontend (.env)

VITE_AUTH0_DOMAIN=your_auth0_domain
VITE_AUTH0_CLIENT_ID=your_auth0_client_id
VITE_API_URL=http://localhost:8000
VITE_GROQ_API_KEY=your_groq_api_key
VITE_YOUTUBE_API_KEY=your_youtube_api_key

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Installation

1. Clone the Repository:

   git clone https://github.com/your-username/wealthwise.git
   cd wealthwise

2. Install Dependencies:

   • Backend:

     cd backend
     pip install -r requirements.txt

   • Frontend:

     cd ../frontend
     npm install

3. Set Up Environment Variables:

   • Create .env files in both backend and frontend directories as shown above.

4. Run the Backend:

   cd ../backend
   uvicorn main:app --reload

5. Run the Frontend:

   cd ../frontend
   npm run dev

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Usage

1. Home Page: Explore the platform's features and navigate to dashboards.
2. Mutual Fund Dashboard: Search for mutual funds, view historical NAV, and get AI-driven insights.
3. Cryptocurrency Dashboard: Track crypto prices, analyze risk, and generate AI reports.
4. Portfolio: Add and manage your investments.
5. Education Hub: Watch financial education videos and read trending news.

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API Endpoints

Mutual Funds

• GET /api/schemes: Fetch all mutual fund schemes.
• GET /api/scheme-details/{scheme_code}: Get details of a specific scheme.
• GET /api/historical-nav/{scheme_code}: Fetch historical NAV data.
• GET /api/compare-navs: Compare NAVs of multiple schemes.
• GET /api/average-aum: Fetch average AUM data.
• GET /api/performance-heatmap/{scheme_code}: Get performance heatmap data.
• GET /api/risk-volatility/{scheme_code}: Fetch risk and volatility metrics.
• GET /api/monte-carlo-prediction/{scheme_code}: Run Monte Carlo simulations.

Portfolio

• POST /api/add-to-portfolio: Add an item to the user's portfolio.
• DELETE /api/remove-from-portfolio/{user_id}/{item_id}: Remove an item from the portfolio.
• GET /api/get-portfolio/{user_id}: Fetch the user's portfolio.
• GET /api/portfolio-summary/{user_id}: Get a summary of the user's portfolio.

User Management

• POST /api/save-user: Save or update user data.
• GET /api/get-user/{user_id}: Fetch user data.

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Contributing

1. Fork the repository.
2. Create a new branch: git checkout -b feature/your-feature-name.
3. Commit your changes: git commit -m "Add some feature".
4. Push to the branch: git push origin feature/your-feature-name.
5. Submit a pull request.

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License

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

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Built with ❤️ at CodeZen by Phoenix Arcana🐦‍🔥