MoneyMapAI

AI Money Mentor

An AI-powered personal finance assistant that helps users plan, analyze, and optimize their finances — making financial planning as simple as chatting.

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🚀 Features

🔥 FIRE Planner

• Generate a Financial Independence roadmap
• Monthly savings calculation
• Goal-based planning (amount + timeline)

💪 Money Health Score

• Get a financial wellness score out of 100

• Based on:

  • Emergency fund
  • Insurance coverage
  • Investment diversification
  • Debt health
  • Tax efficiency
  • Retirement readiness

💰 Tax AI Assistant

• Ask any tax-related question
• AI-powered responses
• Personalized Indian tax advice

📊 Mutual Fund Portfolio X-Ray

• Analyze your mutual fund holdings
• View top holdings
• Interactive pie & bar charts
• Portfolio diversification insights

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🛠️ Tech Stack

• Frontend: Streamlit
• Backend: FastAPI
• AI: OpenRouter API
• Visualization: Plotly

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📁 Project Structure

ai_money_mentor/
├── backend/
│   ├── main.py
│   └── requirements.txt
│
├── frontend/
│   ├── app.py
│   └── requirements.txt
│
├── .gitignore
└── README.md

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⚙️ Setup Instructions

🔹 1. Clone Repository

git clone <your-repo-link>
cd ai_money_mentor

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🔹 2. Backend Setup

cd backend
pip install -r requirements.txt

Create a .env file inside the backend folder:

OPENROUTER_API_KEY=your_api_key_here

Run backend server:

uvicorn main:app --reload

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🔹 3. Frontend Setup

cd frontend
pip install -r requirements.txt
streamlit run app.py

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🌐 Deployment

• Backend: Render
• Frontend: Streamlit Cloud

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🔐 Security

• API keys stored securely in .env
• .env excluded using .gitignore
• No sensitive data exposed in frontend

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🎯 Future Improvements

• 📄 Upload Form 16 for automatic tax analysis
• 📊 Upload portfolio CSV for deeper insights
• 📈 Unified financial dashboard
• 🎤 Voice-based AI financial advisor

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Changelog

• Improved project documentation.

Future Improvements

• Enhanced UI
• More AI-powered insights

👨‍💻 Author

Kashish