MoneyWizard

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  Dashboard/Main page

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  AI Chat bot for any financial questions!

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  Portfolio data page

Inspiration

Before this hackathon started I had been trying to learn more about the daunting area that is investments and the stock market. I wanted to know more about this area that changed people's lives and how being financially smart was the best choice they had ever made. However, it felt like an up hill battle. The more I learned about investing or the stock market it felt like I was knowing and understanding even less. The amount of jargon and different techniques that go into investing can trip up beginners, and often leads to them giving up. MoneyWizard seeks to change that.

What it does

MoneyWizard is an AI portfolio manager and educational platform, here to help both people new to investing and those who are already seasoned pros. It helps turn meaningless numbers into simple charts and diagrams that anyone can understand, and has a Learning page where countless articles and support guides exist for anyone. If a user still has help beyond what's written in those articles then they can use the custom chat bot to answer any personalized questions and create unique lessons based on their question.

How we built it

MoneyWizard was built with TypeScript and Google Firebase as its backend. The AI services are all 100% powered by Google Gemini AI, including the individual lessons to the chat bot. Firebase also hosts the website, but it was transferred over to a domain held by Porkbun, generously given by MLH for this hackathon.

Challenges we ran into

I am a senior year mechanical engineering student, with varying experiences in many CS classes. I have struggled in creating more of the backend side services, such as chatbot memory storage, creating large databases, or a dynamic login page that could accept multiple emails or the easy one-click "Login with Google".

What's next for MoneyWizard

MoneyWizard has a lot of potential growth, and in the future can be a one stop website or app for anything financial. I would like to connect directly with an Alpaca API, allowing users to trade directly on MoneyWizard and have those trades connect to the live stock market. Additionally, more info can be included in the lessons page, going more indepth on more complex topics like Cryptocurrency and managing more volatile risk/loss.

Built With

• typescript