💰 Financial Advisor AI

An AI-powered financial education chatbot built using Streamlit and Google Gemini. The application helps users understand personal finance concepts such as budgeting, investing, SIPs, mutual funds, debt management, emergency funds, and retirement planning through conversational AI.

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🚀 Live Demo

Try the deployed application here:

Hugging Face Space: https://huggingface.co/spaces/Jidnyasa11/financial-advisor-ai

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🚀 Features

• AI-powered financial guidance using Google Gemini
• 🇮🇳 India-focused financial examples and recommendations
• Interactive chat interface built with Streamlit
• Conversation history tracking
• Download chat history as a text file
• Clear conversation functionality
• Suggested financial questions for quick interaction
• Message timestamps
• Responsive and user-friendly interface

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🛠️ Tech Stack

Frontend

• Streamlit

Backend

• Python

AI Model

• Google Gemini 2.5 Flash Lite

Environment Management

• Python Dotenv

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📂 Project Structure

financial-advisor-ai/
│
├── app.py
├── requirements.txt
├── .gitignore
├── .env
└── README.md

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📸 Application Preview

Main Dashboard

• Financial Advisor AI chatbot interface
• Suggested finance-related questions
• Conversation metrics
• Chat history sidebar

Example Questions

• How do I start investing?
• What is SIP investing?
• How much emergency fund should I keep?
• Create a monthly budget
• How can I reduce debt?
• What are mutual funds?

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⚙️ Installation

1. Clone the Repository

git clone https://github.com/jidnyasadthakre07/financial-advisor-ai.git
cd financial-advisor-ai

2. Create Virtual Environment

python -m venv venv

Activate the environment:

Windows

venv\Scripts\activate

Mac/Linux

source venv/bin/activate

3. Install Dependencies

pip install -r requirements.txt

4. Configure Environment Variables

Create a .env file:

GEMINI_API_KEY=your_api_key_here

5. Run the Application

streamlit run app.py

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🔐 Security

This project uses environment variables to securely manage API keys.

The .env file is excluded from version control using .gitignore.

Never commit API keys to GitHub.

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🎯 Use Cases

• Financial literacy education
• Investment basics for beginners
• Budget planning
• Emergency fund guidance
• Debt management awareness
• Retirement planning fundamentals

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⚠️ Disclaimer

This application is intended for educational purposes only.

It does not provide personalized financial advice, investment recommendations, tax advice, or guarantees of financial returns. Users should consult a qualified financial professional before making financial decisions.

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🔮 Future Enhancements

• SIP Calculator
• EMI Calculator
• Retirement Planning Calculator
• Net Worth Tracker
• Financial Goal Planner
• Portfolio Analysis
• Financial News Summaries
• SQLite-based persistent chat history
• User Authentication
• Dark Mode Support

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👨‍💻 Jidnysa Thakre

Developed as a Generative AI project using:

• Python
• Streamlit
• Google Gemini API