An open-source AI financial advisor that learns your situation and gets smarter every conversation.
A personal financial advisor that runs locally. Plaid CLI + SQLite + Claude Code skills. Fiduciary-grade advice grounded in your real data.
SmartInvest AI: Empowering your investment strategy with real-time analytics and AI-driven insights for the stock market. Harness the power of ChatGPT integration for personalized investment advice and make smarter decisions with our intuitive dashboard.
An intelligent financial advisor chatbot powered by LLaMA-3, built with LangGraph for structured reasoning, RAG from The Intelligent Investor PDF, and real-time data from Yahoo Finance and DuckDuckGo. The system dynamically orchestrates tools, handles fallbacks, and maintains conversation memory.
🚀 Get smarter financial decisions with AI: multi-LLM support (Ollama, Gemini, OpenAI), natural conversations about your finances, automated portfolio recommendations, and 10-year historical insights.
💰 Personal Finance Assistant — An AI-powered finance tracker with smart receipt OCR, real-time analytics, and personalized insights. Built with ⚛️ React, 🟢 Node.js, 🚂 Express, and 🍃 MongoDB — it helps you manage expenses, automate bill tracking, and gain actionable financial advice with enterprise-grade security. 🚀
AI for Wealth Management - democratizing wealth management for everyone.
An AI-powered investment planning application built with Streamlit and Google Gemini that delivers personalized investment recommendations, portfolio insights, and financial guidance based on users' goals, risk tolerance, and investment preferences.
This project is a **production-ready multi-agent AI financial advisory system** designed to deliver **holistic, personalized financial guidance**.
An Android personal finance app featuring expense tracking, budget management, collaborative savings circles, and an AI-powered financial advisor chatbot.
MoneyMap is AI-powered budget assistant
AI-powered personal finance ledger and debt tracker with advanced analytics, local-first storage, and intelligent financial insights.
Command-line interface and Python client library for the Wealthbox CRM API. Manage contacts, tasks, events, notes, and households from your terminal. Built for financial advisors, RIA firms, and developers.
Penny is an AI-driven financial advisor application that analyzes bank statements, creates personalized budgets, and offers smart savings tips—all in one place. Developed by Avery Fernandez, Michael Moen, and Nate Pedigo.
Local-first AI portfolio intelligence console for personal market research, portfolio monitoring, and risk-aware decision support.
AdvisorMem: A personalized financial advisory agent with self-evolving memory, powered by LangGraph + Streamlit. Features adaptive retrieval, user profiling, skill abstraction, and feedback-driven memory evolution.
Financial Advisor AI built with Streamlit and Gemini API for budgeting, investing, SIPs, mutual funds, and personal finance education.
A Claude Code workspace that turns any chat session into a randomized, scored role-play trainer for financial advisors — synthetic clients, hidden dossiers, a full data room, and rubric-based debriefs. Pure stdlib Python.
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