Enhancing Financial Advisory Through Generative AI
Course: BC3415 AI in Accounting & Finance | NTU, 2024
A full-stack web application designed to enhance financial advisory services and empower users with tools for informed financial decisions. WealthWise provides a path to smarter savings and better planning through three core pillars.
Core Features
1. Expense Tracking
A fast and intuitive interface for recording and monitoring income and expenses. Users can enter their expenses, view breakdowns via interactive pie charts, and track their financial health over time.
2. AI-Driven Personalised Financial Guidance
Powered by Google Gemini API, WealthWise generates personalised saving strategies based on user inputs. The AI analyses spending patterns and provides tailored recommendations to help users make smarter financial decisions.
3. Gamification & Personalisation
A Character Generator that visualises financial personas — users can create their own character to make the financial planning experience more engaging and personal.
Technology Stack
Flask (Python), HTML, CSS, JavaScript, Google Gemini API, TextBlob, Markdown, Render, EmailJS
Development Phases
- UI Prototyping with Figma
- Frontend Development (HTML/CSS/JS)
- Backend Development (Flask)
- AI Integration (Gemini API)
- Deployment (Render)
Future Considerations
- Ethical AI practices (transparency, fairness)
- Data security (encryption, secure authentication)
- Advanced features: predictive analytics, real-time market integration, long-term financial goal planning