Personal Portfolio & Financial Assistant
FinTrackr is a full-stack FinTech dashboard built using the MERN stack. It helps users manage their financial assets, track growth, receive alerts, and use AI to summarize investment meetings.
- Add & track assets (stocks, crypto, mutual funds)
- Visualize portfolio performance (Chart.js)
- Alerts for price thresholds
- OpenAI GPT-powered meeting summary
- Export reports as PDF
- i18n & 2FA enabled
- Frontend: React, Tailwind CSS, Chart.js
- Backend: Node.js, Express.js, OpenAI API
- Database: MongoDB
- Auth: JWT + 2FA (Speakeasy, QR Code)
- JWT-based login with optional 2FA
- Protected routes and middleware
- Fetched using APIs (e.g., Alpha Vantage)
- Auto-updates via cron jobs
- GPT-4 API used for summarizing meeting notes
- Outputs saved in DB for history
- Users, Assets, Notes, Alerts
git clone https://github.com/VEERESH069/FinTracker-.git
cd server && npm install
cd client && npm install
npm run dev
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## 🧠 3. PHASE 2 AI USE-CASES (Strategic, Realistic, Scalable)
### 🔮 1. **Spending Behavior Predictor**
**Goal:** Predict user overspending or under-utilization based on asset growth, income, and alerts.
**Approach:**
- Fetch portfolio growth logs over 30/60/90 days
- Add income input manually (or estimate)
- Prompt GPT:
```plaintext
“Given the user's asset growth and income, predict if they will exceed their investment limit over the next 60 days. Suggest safe zones.”