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 personal financial advisor that runs locally. Plaid CLI + SQLite + Claude Code skills. Fiduciary-grade advice grounded in your real data.
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. 🚀
An AI-powered investment planning application built with Streamlit and Google Gemini that delivers personalized investment recommendations, portfolio insights, and financial guidance based on users' goals, risk tolerance, and investment preferences.
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**.
MoneyMap is AI-powered budget assistant
An Android personal finance app featuring expense tracking, budget management, collaborative savings circles, and an AI-powered financial advisor chatbot.
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.
AI-powered personal finance ledger and debt tracker with advanced analytics, local-first storage, and intelligent financial insights.
Local-first AI portfolio intelligence console for personal market research, portfolio monitoring, and risk-aware decision support.
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.
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.
Financial Advisor AI built with Streamlit and Gemini API for budgeting, investing, SIPs, mutual funds, and personal finance education.
AI-native wealth management workstation — React 18 + TypeScript + Vite + shadcn/ui + MSW
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