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CapitalU

A comprehensive iOS financial education app built with SwiftUI that helps users learn about personal finance through interactive lessons, challenges, and personalized recommendations.

📱 What it does

CapitalU is a financial literacy platform that combines education with gamification to help users improve their financial knowledge and habits. The app features:

  • Interactive Learning Path: A visual map of 50+ financial modules covering topics from basic budgeting to advanced investment strategies
  • Personalized Recommendations: AI-powered suggestions based on user's financial profile and learning progress
  • Progress Tracking: Monthly progress views, activity calendars, and streak tracking
  • Financial Analysis: Comprehensive financial profile analysis and advisory features
  • Gamification: Cashback rewards, challenges, and achievement tracking

Key Features

  • Learning Modules: 50+ modules covering:

    • Basic financial concepts (saving, budgeting, debt management)
    • Investment strategies and portfolio management
    • Advanced topics (real estate, cryptocurrency, tax optimization)
    • Practical challenges and action items
  • User Profiles: Comprehensive financial profiling including:

    • Account balances and income tracking
    • Expense categorization and analysis
    • Credit score monitoring
    • Goal setting and progress tracking
  • Advisory Services: AI-powered financial advice and recommendations

🚀 Getting Started

Prerequisites

  • Xcode 15.0+ (Latest version recommended)
  • iOS 17.0+ deployment target
  • macOS 14.0+ for development
  • Swift 5.9+

Installation

  1. Clone the repository

    git clone <repository-url>
    cd CapitalU
  2. Open the project in Xcode

    open CapitalU.xcodeproj
  3. Configure the project

    • Select your development team in the project settings
    • Update the bundle identifier if needed
    • Ensure the deployment target is set to iOS 17.0+
  4. Build and run

    • Select your target device or simulator
    • Press Cmd + R to build and run the app

Project Structure

CapitalU/
├── CapitalUApp.swift          # Main app entry point
├── ContentView.swift          # Root content view
├── Models/                    # Data models
│   ├── UserProfile.swift      # User profile model
│   ├── Module.swift           # Learning module model
│   ├── UserFinancialProfile.swift # Financial data model
│   └── ...                    # Other model files
├── Views/                     # SwiftUI views
│   ├── Main/                  # Main app views
│   ├── Path/                  # Learning path views
│   ├── Profile/               # User profile views
│   ├── Advisory/              # Financial advisory views
│   ├── Authentication/        # Login/onboarding
│   └── Onboarding/            # User onboarding
├── Services/                  # Business logic services
├── Extensions/                # Swift extensions
├── Data/                      # Mock data and utilities
└── Assets.xcassets/          # App assets and images

🛠 Development

Key Technologies

  • SwiftUI: Modern declarative UI framework
  • SwiftData: Local data persistence
  • Combine: Reactive programming framework
  • Foundation: Core iOS frameworks

📱 Running the App

Simulator

  1. Open Xcode
  2. Select an iOS simulator (iPhone 15 Pro recommended)
  3. Press Cmd + R to build and run

Physical Device

  1. Connect your iOS device via USB
  2. Select your device in Xcode
  3. Trust the developer certificate on your device
  4. Press Cmd + R to build and run

Debugging

  • Use Xcode's built-in debugger
  • Check the console for SwiftData and SwiftUI logs
  • Use the SwiftUI preview for rapid UI development

🎨 Features Overview

Learning Path

  • Interactive visual map with 50+ financial modules
  • Filter by lesson type (lessons vs. actions)
  • Progress tracking and completion status
  • Zoom and pan functionality for navigation

User Profile

  • Comprehensive financial data collection
  • Progress tracking and analytics
  • Goal setting and monitoring
  • Financial health scoring

Advisory Services

  • AI-powered financial recommendations
  • Personalized learning suggestions
  • Financial analysis dashboard
  • Purchase tracking and analysis

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