Skip to content

No Image Available

FinPlanner - AI-Driven Financial Planner and Report Generator

Financial Technology
Completed
Nov 2024 - Nov 2024

Description

An intelligent financial planning tool that generates customizable reports and interactive charts using an OpenAI chatbot to create and execute SQL queries against a Databricks financial database.

Project Overview

The frontend uses React and TanStack Router, displaying balances and transactions with interactive charts (Line, Pie) and tables. The backend employs a GraphQL API (Go) for core database interaction with Databricks SQL (configured in `backend/chatbot.py`). An AI chatbot (Python/Flask/OpenAI GPT-3.5-turbo) converts natural language questions into SQL queries against the financial database. The system also includes MongoDB-based microservices and Web3/NFT operations (VerbWire) for transaction minting.

Technologies Used

React
TanStack Router
GraphQL
Go
Databricks SQL
OpenAI GPT-3.5-turbo
Python
Flask
MongoDB
Express.js
VerbWire (NFT Minting)
Robinhood (API)