FinSights AI - Financial Portfolio Analyzer

FinSights AI is a modern, full-stack investment analytics web application that empowers users to securely connect their brokerage accounts, visualize their portfolios, and receive AI-powered investment insights - all through an elegant Next.js interface.

Tech Stack

  • Frontend: Next.js 15.2 with App Router, React 18.3
  • Styling: TailwindCSS, shadcn/ui components, Framer Motion animations
  • Backend: Next.js API Routes (Node.js)
  • Database: MongoDB (via Mongoose)
  • Authentication: Firebase Auth
  • AI: Google Gemini AI via GenKit
  • Financial Data:
    • Plaid API for brokerage connections
    • Yahoo Finance for market data
  • Charting: Recharts

Features

  • Secure Brokerage Connection: Connect your financial accounts via Plaid integration
  • Interactive Dashboard:
    • Total portfolio value with performance metrics
    • Asset allocation visualization
    • Holdings breakdown with detailed metrics
    • Market summary with major indices
  • AI-Powered Insights:
    • Portfolio analysis with risk assessment
    • Diversification recommendations
    • Performance comparison to benchmarks
  • Chatbot Interface: Natural language interaction with your portfolio data
  • News & Sentiment Analysis: Real-time market news and sentiment analysis for your holdings
  • Performance Tracking: Track portfolio performance over various time periods
  • Responsive Design: Optimized for both desktop and mobile devices

SAMPLE LOGIN DETAILS

Email: bitcamp@gmail.com Password: password

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