InvestIQ

InvestIQ is an AI-powered Smart Investment Assistant designed to help users make smarter financial decisions. It provides personalized investment planning, financial education, and market analysis.

🚀 Features

✅ Core Features

1. Personalized Investment Plans

   • Collects user financial data (income, savings, debts, expenses, goals, risk tolerance).
   • Analyzes profiles and classifies users into risk levels (Conservative, Moderate, Aggressive).
   • Generates personalized investment plans based on user profiles.

2. AI-Powered Chatbot

   • Provides financial education.
   • Offers investment recommendations.
   • Supports multilingual responses.

3. Stock Screener

   • Filters stocks based on Market Cap, P/E Ratio, Sector, Dividend Yield, and Risk Level.

4. Finance News Integration

   • Displays the latest financial news using Yahoo Finance API.

🔧 Optional Enhancements

• Machine learning-based dynamic risk classification.
• Market data API integration for real-time adjustments.

---

🛠️ Tech Stack

Frontend

• React with Tailwind CSS

Backend

• FastAPI (Python)
• Firebase Firestore (Database)
• Google's Gemini API (Chatbot)

Tools

• Lucidchart & Excalidraw (Architecture Diagrams)

---

🏗️ Setup Instructions

Clone the repository

git clone https://github.com/yourusername/investiq.git
cd investiq

Install frontend dependencies

cd frontend
npm install

Run the frontend

npm start

Install backend dependencies

cd backend
pip install -r requirements.txt

Run the backend

uvicorn main:app --reload

---

🎯 Future Improvements

• Real-time investment trend analysis.
• Improved chatbot conversational flow.
• Dark mode and enhanced UI/UX.
• Mobile-friendly design.

---

✨ Contributors

• Sarthak Kad

---

📄 License

MIT License

---

Happy investing! 🚀