💸 Finova — Expense Tracker & AI Financial Analytics

A smart personal finance companion that tracks your expenses, visualizes spending patterns, and delivers AI-powered insights on your spending habits and stock fundamentals.

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🌟 Features

📊 Expense Management

• Add, edit, and delete expenses with categories, dates, and notes
• Filter and search expenses by date range or category
• Set monthly budgets per category with overspend alerts
• CSV export of expense history

📈 Analytics Dashboard

• Monthly spending overview (bar & line charts)
• Spending breakdown by category (donut chart)
• Budget vs actual comparison
• Top spending days and trends

🤖 AI Spending Assistant

• Plain-English monthly spending insights
• Personalized suggestions to reduce overspending
• Predictive alerts — "You may exceed your budget by ₹3,000 this month"
• Month-over-month comparison analysis

📉 Stock Fundamental Analyzer

• Search any stock (NSE/BSE or US markets)
• View key fundamentals: PE, PB, EPS, ROE, Debt-to-Equity, Revenue growth
• AI-generated plain-English fundamental summary
• Strength verdict: 🟢 Strong / 🟡 Moderate / 🔴 Weak

⚠️ Disclaimer: Stock analysis is for informational purposes only and does not constitute financial advice.

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🛠️ Tech Stack

Layer	Technology
Framework	React + Vite
Routing	React Router v6
UI Components	shadcn/ui
Charts & Dashboard	Tremor
Styling	Tailwind CSS
Database & Auth	Supabase (PostgreSQL + RLS)
AI Engine	Claude API / OpenAI API
Stock Data	Financial Modeling Prep / Alpha Vantage
AI Streaming	Fetch API with streaming responses
Caching	Supabase / Redis
Deployment	Vercel

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🗂️ Project Structure

finova/
├── src/
│   ├── pages/
│   │   ├── Login.tsx
│   │   ├── Signup.tsx
│   │   ├── Dashboard.tsx
│   │   ├── Expenses.tsx
│   │   ├── Budgets.tsx
│   │   ├── Insights.tsx
│   │   ├── Stocks.tsx
│   │   └── Settings.tsx
│   ├── components/
│   │   ├── ui/              # shadcn components
│   │   ├── charts/          # Tremor chart components
│   │   ├── expenses/        # Expense CRUD components
│   │   └── ai/              # AI chat & insight components
│   ├── lib/
│   │   ├── supabase.ts
│   │   ├── ai.ts
│   │   └── stocks.ts
│   └── App.tsx
├── supabase/
│   └── migrations/          # DB schema migrations
└── .env.local

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🗃️ Database Schema

users         → id, email, name, created_at
categories    → id, name, icon, color
expenses      → id, user_id, amount, category_id, date, note
budgets       → id, user_id, category_id, monthly_limit

Row Level Security (RLS) is enabled — users can only access their own data.

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🚀 Getting Started

Prerequisites

• Node.js 18+
• A Supabase account
• An Anthropic or OpenAI API key
• A Financial Modeling Prep API key

Installation

# Clone the repo
git clone https://github.com/your-username/finova.git
cd finova

# Install dependencies
npm install

# Set up environment variables
cp .env.example .env.local

Environment Variables

# Supabase
VITE_SUPABASE_URL=your_supabase_url
VITE_SUPABASE_ANON_KEY=your_supabase_anon_key

# AI
VITE_ANTHROPIC_API_KEY=your_anthropic_api_key

# Stock Data
VITE_FMP_API_KEY=your_financial_modeling_prep_key

Run the App

npm run dev

Open http://localhost:3000 in your browser.

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📸 Screenshots

Coming soon

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🗺️ Roadmap

• Expense CRUD
• Analytics dashboard
• AI spending insights
• Stock fundamental analyzer
• Recurring expense tracking
• Mobile app (React Native)
• Monthly email summary
• Shared group expenses
• Dark mode

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📄 License

MIT License — feel free to use this project as a reference or starting point.

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👤 Author

Built with ❤️ by Thaitheyasudan

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⚠️ Financial Disclaimer: Finova is a personal finance tool. Stock analysis and AI insights are for informational purposes only and do not constitute financial advice. Always consult a qualified financial advisor before making investment decisions.