An open-source AI financial advisor that learns your situation and gets smarter every conversation.
SmartInvest AI: Empowering your investment strategy with real-time analytics and AI-driven insights for the stock market. Harness the power of ChatGPT integration for personalized investment advice and make smarter decisions with our intuitive dashboard.
A context-aware financial explanation system that generates non-advisory, risk-aware explanations based on a user’s financial situation and goals, grounded in Indian regulatory context.
An intelligent financial advisor chatbot powered by LLaMA-3, built with LangGraph for structured reasoning, RAG from The Intelligent Investor PDF, and real-time data from Yahoo Finance and DuckDuckGo. The system dynamically orchestrates tools, handles fallbacks, and maintains conversation memory.
🚀 Get smarter financial decisions with AI: multi-LLM support (Ollama, Gemini, OpenAI), natural conversations about your finances, automated portfolio recommendations, and 10-year historical insights.
💰 Personal Finance Assistant — An AI-powered finance tracker with smart receipt OCR, real-time analytics, and personalized insights. Built with ⚛️ React, 🟢 Node.js, 🚂 Express, and 🍃 MongoDB — it helps you manage expenses, automate bill tracking, and gain actionable financial advice with enterprise-grade security. 🚀
AI for Wealth Management - democratizing wealth management for everyone.
This project is a **production-ready multi-agent AI financial advisory system** designed to deliver **holistic, personalized financial guidance**.
Penny is an AI-driven financial advisor application that analyzes bank statements, creates personalized budgets, and offers smart savings tips—all in one place. Developed by Avery Fernandez, Michael Moen, and Nate Pedigo.
MoneyMap is AI-powered budget assistant
Command-line interface and Python client library for the Wealthbox CRM API. Manage contacts, tasks, events, notes, and households from your terminal. Built for financial advisors, RIA firms, and developers.
The MVP of a personal finance management platform that integrates budgeting, investment tracking, and AI-driven financial advice using R and Shiny
AI-native wealth management workstation — React 18 + TypeScript + Vite + shadcn/ui + MSW
AdvisorMem: A personalized financial advisory agent with self-evolving memory, powered by LangGraph + Streamlit. Features adaptive retrieval, user profiling, skill abstraction, and feedback-driven memory evolution.
AI-powered personal budget and financial advisor — ML pipeline on 32,424 real users across 5 global regions
AI-powered financial advisory app for students, combining contextual coaching, spending insights, career growth, and habit-forming nudges across web and mobile.
Financial advisor
A privacy-first, client-side budgeting dashboard. Compares your spending against state and national averages
Add a description, image, and links to the financial-advisor topic page so that developers can more easily learn about it.
To associate your repository with the financial-advisor topic, visit your repo's landing page and select "manage topics."