Smart money insights for better financial decisions.
WealthIQ is a smart financial assistant designed to help individuals understand, manage, and improve their financial habits through practical insights, tracking, and guidance.
The platform focuses on helping users:
- Understand their spending and saving patterns
- Make smarter day-to-day financial decisions
- Avoid common money mistakes
- Build long-term financial awareness and discipline
WealthIQ is built as a modern, AI-assisted product with simplicity, accessibility, and real-life usability at its core.
🚧 Work in progress (MVP)
To become a trusted companion for everyday financial intelligence — simple enough for beginners, yet powerful enough to grow with users over time.
- AI-assisted development
- Mobile-first mindset
- Scalable, modular architecture
WealthIQ is an early-stage MVP focused on:
- Financial insights
- Spending and saving awareness
- Decision guidance (not financial advice)
Out of scope for now:
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Banking features
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Money holding or transfers
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Investment execution
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Crypto trading
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All application code must live inside
/src -
Static assets go in
/public -
Documentation and plans go in
/docs -
Do NOT create duplicate folders or alternative structures
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Do NOT rename core files without explicit instruction
When making changes:
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Prefer small, incremental updates
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Avoid introducing new technologies unless requested
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Follow existing patterns and file structure
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Explain changes briefly in commit messages
Stage: MVP (Work in Progress)
Primary goal:
- Validate concept and user value
- Build a simple, stable foundation
- Optimize for clarity over complexity
WealthIQ provides informational guidance only. It is not a financial advisor and does not provide professional financial advice.
docs: clarify scope and AI contribution rules