WealthPath – AI-Powered Personal Investment Guide

WealthPath is a Python prototype and FastAPI backend for personalized investment recommendations.

Features

• Onboarding: Collects employment status, salary, expenses, goals, and risk tolerance.
• Investment Analysis: Suggests allocations into FDs, Bonds, Mutual Funds, Equities, Gold.
• Dashboard: JSON summary of profile and recommendations.
• API: FastAPI app with endpoints for onboarding, analysis, and dashboard.

Usage (CLI)

python wealthpath_app.py

Usage (API)

uvicorn fastapi_app:app --reload --port 8000

Open API docs at: http://127.0.0.1:8000/docs

Endpoints

• POST /onboard → Input user profile
• POST /analyze → Generate investment plan
• GET /dashboard → Retrieve dashboard JSON

Roadmap

• Integrate live market APIs
• Advanced AI/ML risk profiling
• User auth & persistence with DB