Wealth Wisdom - Your AI Finance Mentor "The AI That Puts You in Control of Your Wallet"
Category: Open Innovation
Project Type: Web Application
Tech Stack: React.js, Clerk , Gemini API , AI/ML (Optional for future)
Wealth Wisdom is a next-gen AI-powered financial mentor designed to help users make smarter money moves. It provides hyper-personalized insights, real-time financial tracking, and actionable recommendations—empowering Gen Z and millennials to save, invest, and grow wealth effortlessly.
Managing personal finances is overwhelming, especially for young individuals who lack structured financial education. Budgeting feels tedious, investing seems complex, and financial decisions often lead to regret. Traditional banking apps lack personalization, while most financial literacy platforms fail to engage users.
Wealth Wisdom revolutionizes financial management by combining AI-driven intelligence with an intuitive, engaging, and interactive experience.
✅ Smart Budgeting – Auto-categorizes transactions, sets spending limits, and visualizes expenses
✅ AI-Powered Insights – Analyzes spending behavior & suggests smarter financial habits
✅ Crypto/Stocks – Helps users track and achieve Crypto/Srocks milestones
✅ AI Investor – Challenges, rewards, and quizzes to make financial literacy fun
✅ AI Assistent – An AI Assistent for Suggestion
✅ Accomplished So Far (75% Done) 🔹 Core Functionalities Implemented ✅ User Authentication (Clerk Auth) – Sign-up, login, logout completed ✅ Dashboard UI Built – Displays user’s financial overview & progress ✅ Budgeting Tool – Categorizes expenses & provides spending insights ✅ AI Financial Mentor (Basic Version) – Chatbot gives simple money tips ✅ Goal-Setting Feature – Users can set and track financial goals 🎨 UI/UX Enhancements ✅ Responsive Design – Desktop-first approach with smooth UI ✅ Improved Navigation – Better user experience with clear sections ✅ Theme & Branding Finalized – Consistent color scheme & fonts ⚡ Technical Improvements ✅ Data Storage (Clerk) – Users’ financial data is saved persistently ✅ Security Measures Implemented – Authentication protection and basic validation ⚡ Coding Area ✅ React JS – For User Framework/ User Experience ✅ Gemini API - For a simple Chat Bot for Suggestion
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