FinTrack is a comprehensive financial management web application that helps users track and manage their finances effectively. This README provides an overview of the key features and functionalities of the FinTrack application.
The financial dashboard provides users with an overview of their financial health, including:
- Monthly and daily balance visualization through graphs.
- Monthly spending analysis using interactive charts.
- Donut chart displaying cash vs. cashless payments.
- Real-time news feed fetched from a business news API.
- Daily transaction summary, including money spent and received.
The transaction page offers a detailed view of all inbound and outgoing transactions, featuring:
- Comprehensive listing of transactions with details such as date, amount, and description.
- Area graph depicting the trend of inbound and outgoing transactions over time.
The investments page allows users to monitor and manage their investments efficiently, featuring:
- Graph showcasing the overall growth of user investments.
- List of all stock investments with real-time data fetched from an API.
- Donut chart displaying the distribution of investment types.
- Risk score calculation based on market cap, P/E ratio, and trailing EP to assess investment risk on a scale of 0-1.
The loans page helps users keep track of their loans and payments, including:
- Overview of different loans taken, interest rates, and repayment schedules.
- Monitoring of loan payments to ensure timely payments and avoid penalties.
The insurance page provides users with an overview of their insurance policies and premiums, including:
- Listing of all insurance policies availed by the user.
- Timely premium reminders to ensure continuous coverage.
The family page allows users to view the financial summary of other family members, including:
- Transactions summary for each family member.
- Balance overview to understand the financial status of family members.
FinTrack features a recommendation model that utilizes user-inputted details to suggest banking and investment services tailored to their needs and preferences.
- Frontend: HTML, CSS, JavaScript (React framework)
- Backend: Node.js, Express.js
- Database: MongoDB
- APIs: Business news API, Stock data API, Banking and Investment services API
- ML: - TensorFlow, Pandas, NumPy, SciPy, Scikit-Learn
To run FinTrack locally, follow these steps:
- Clone the repository:
git clone https://github.com/yourusername/FinTrack.git - Navigate to the project directory:
cd FinTrack - Install dependencies:
npm install - Start the development server:
npm start
Make sure you have Node.js and MongoDB installed on your machine before running the application.
Once the application is running locally, you can access it through your web browser at http://localhost:3000. Sign up or log in to start using FinTrack and manage your finances efficiently.
This project is licensed under the MIT License - see the LICENSE file for details.
We welcome your feedback! If you have any suggestions, questions, or issues regarding FinTrack, please email us at djain@7233.com.