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  Interactive dashboard created by the AI agent

Project Overview: FinnaGetIt - Financial Goal Planner

FinnaGetIt is designed as a user-friendly application aimed at helping individuals plan, track, and ultimately achieve their financial goals. It's using agentic AI systems to do this.

Core Purpose:

The primary goal of FinnaGetit is to simplify financial planning by allowing users to define their objectives through natural conversation with an AI assistant. It assists in estimating costs, setting up savings plans, and visualizing progress towards achieving those goals. "finna" is New York slang for "going-to".

Key Features:

AI-Powered Goal Setting: Users interact with an AI chatbot (powered by Anthropic's Claude 3.5 Sonnet) to articulate their financial goals conversationally. Intelligent Cost Estimation: The AI helps users estimate the potential costs associated with their goals based on the conversation. Personalized Savings Plans: Based on the goal amount and desired timeframe, the application generates customized monthly savings targets. Interactive Dashboard: Provides a visual representation of savings progress, timelines, and goal details. Goal Management: Users can save multiple financial goals, view their details, and delete them as needed. Integration with BunqSDK

Technology Stack:

Frontend: Built using FastHTML for the structure, Tailwind CSS for styling, and HTMX for dynamic user interface interactions without complex JavaScript frameworks. Backend: Powered by Python. Artificial Intelligence: Utilizes the Anthropic Claude API (specifically the Claude 3.5 Sonnet model) for conversational interactions and estimations. Data Storage: Uses a simple local JSON file system for storing user goals. Visualization: Features a custom-built interactive dashboard.

How it Works (User Perspective):

A user initiates a conversation in the "Goal Setting" tab, describing a financial goal (e.g., "save for a vacation"). The AI asks clarifying questions (e.g., duration, budget preferences). Based on the user's responses, the AI helps finalize the goal details and generates a savings plan. The goal and plan are saved and displayed on the "My Goals" tab, which includes access to the interactive dashboard for progress visualization. Users can manage their saved goals (view details, delete) and create new ones.

Setup and Running:

The project requires Python 3.7+ and an Anthropic API key. Setup involves cloning the repository, setting up a virtual environment, installing dependencies (fasthtml, anthropic), and configuring the API key (either as an environment variable or directly in a config file). The application is run using the command python goal_setting.py.

Future Potential:

The project roadmap includes potential enhancements like integrating with bank APIs for real-time data, supporting multiple currencies, adding advanced financial forecasting, developing a mobile version, and allowing users to export their plans.

Built With

• bunqsdk
• fastapi
• fasthtml
• nvidia
• python