The "Investment Planning with Gen AI Bot" is a web application developed using Django that assists users in planning their investments. The bot understands the customer's financial status and goals through a detailed questionnaire and provides personalized investment strategies. The app also offers an interactive dashboard to track the performance of investments in real-time.
- User-friendly Questionnaire: A dynamic form that helps profile the customer's financial status and investment goals.
- AI-Driven Investment Advice: The bot analyzes user inputs and generates personalized investment strategies.
- Integration with Financial Data Sources: Fetches real-time financial data to offer accurate investment recommendations.
- Interactive Dashboard: Allows users to track and visualize their investment performance.
- Django: Backend framework for developing the web application.
- Python: Primary programming language for the backend.
- HTML/CSS/JavaScript: For frontend development.
- Bootstrap: Used for responsive web design.
- AI Model: Integration of Gen AI to analyze financial data and provide investment recommendations.
- Financial Data API: Used to integrate real-time market data.
Follow these steps to set up and run the project locally:
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Clone the repository:
git clone https://github.com/sanu0711/ProfitSutra-investment-planning.git
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Navigate to the project directory:
cd ProfitSutra-investment-planning- Create and activate a virtual environment:
python -m venv venv
venv/Scripts/activate- Install project dependencies:
pip install -r requirements.txt- Set up the database migrations:
python manage.py makemigrations
python manage.py migrate- Run the development server:
python manage.py runserver