Finance Planner is an innovative web application designed to give users a thorough understanding of their financial situation. It simplifies financial management by tracking income, expenses, and remaining spending capacity while providing tools for users to effectively plan their budgets and long-term financial goals.
In addition, the application incorporates advanced analytics to track and interpret stock market trends. It offers personalized suggestions and visually rich representations of stock market data, enabling users to make informed investment decisions. With the possibility of future integration into a mobile application, Finance Buddy is a versatile solution for personal finance and investment planning, combining ease of use with powerful information
- React.js+
- MongoDB
- TypeScript
- Tailwind CSS
- Material MUI
- Clerk Authentication
- AWS
- Node.js
- Express.js
✅ Authentication – Secure login via email/password or OAuth (Google, GitHub) using Clerk
✅ Home Page – Display homepage featuring Signin page
✅ Login and SignUp page – Landing page that leads to login with email and password or social login, such as Google and GitHub. Comes with password reset option
✅ Dashboard Page – Displays personal and financial information such as balance, income, expenses, and savings
✅ Profile Management – Customizable user profiles
✅ User input for personal informationn – User provides information for banking information and portfolio recommendation
✅ Recent transactions – List all recent transactions with details (description, ID, type, card, date, amount) and tab navigation for filtering (All Transactions, Income, Expense)
✅ Show the distribution of spending categories – Color-code transaction amounts (green for positive, red for negative)
✅ Recommend a portfolio to users based on their profile – Taking input such as retirement year, salary, investment amount, and risk tolerance to recommend a portfolio that matches the desires of the user
✅ Shows portfolio simulations to see how investments might perform over time – Visualize how the value of one’s given portfolio could change over time
✅ Blazing Performance – Fast page loads and transitions
✅ Benchmark indices simulations – Simulate how indices that encapsulate the U.S. market could change over time
✅ Middleware & API Routes – Robust backend logic
✅ Form Handling – React Hook Form
✅ …and much more!
Stay tuned for advanced features like:
- Integration of Paid
- ML rendering of stock price in front end
- Dark mode and accessibility improvements
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