Your Personalized Financial Wellness Companion
FinWell is a scalable web (or mobile) app designed to help individuals track their spending, visualize their savings and investments, and receive personalized recommendations to improve their financial wellness.
This project showcases how fintech solutions can deliver real value to both consumers and enterprise clients like banks. The scalable architecture allows FinWell to handle multi-user setups and large data volumes, making it suitable for integration into major financial institutions’ platforms.
✅ Secure user authentication (sign-up, login)
✅ Integration with Plaid API to connect real financial accounts
✅ Interactive dashboard to visualize:
- Spending by category
- Savings and investment progress
- Personalized financial insights
✅ Custom recommendations (e.g., reduce expenses, optimize savings)
✅ Scalable backend to support growth to thousands or millions of users
| Layer | Tools Used |
|---|---|
| Frontend | React.js (web) or React Native (mobile) |
| Backend | FastAPI (Python) or Node.js (JavaScript) |
| Database | PostgreSQL or MongoDB |
| Integrations | Plaid API, optional Stripe API |
| Hosting | AWS, Azure, or Heroku (for deployment) |
| DevOps | Docker, GitHub Actions (for CI/CD) |
The architecture is designed to support:
- Modular microservices for each app function
- Autoscaling on cloud platforms
- Clean API contracts for future third-party integrations (e.g., bank APIs, wealth management systems)
- Future extensions like AI-based insights, cross-platform apps, and enterprise SaaS packaging
(Coming soon!) → Will include a deployed live version on Heroku or AWS.
- Users sign up securely and link their financial accounts using Plaid.
- The system retrieves account balances, transactions, and investments.
- The dashboard visualizes spending habits, saving progress, and investment health.
- The recommendations engine analyzes the user’s data and offers actionable insights.
- Users track progress over time and improve their overall financial wellness.
1️⃣ Clone the repository:
git clone https://github.com/yourusername/finwell.git
cd finwell