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README.md
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title: FinWise
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emoji: ๐
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sdk: static
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license: mit
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short_description: Beginner-friendly stock & portfolio management web app
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#
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A
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##
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| ๐ **Investment Tracker** | Holdings table, editable cost basis, P&L, allocation chart |
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| ๐งฎ **Calculators** | Growth, Retirement, SIP/Recurring, Inflation Impact |
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| ๐ก **AI Insights** | Claude-powered chat advisor, tips, concepts, glossary |
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## ๐ Tech Stack
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- **Pure HTML/CSS/JavaScript** โ no build step required
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- **Chart.js** โ all charts and visualizations
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- **Claude API** โ AI advisor in the Insights tab
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- **localStorage** โ portfolio persistence across sessions
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- **Google Fonts** โ Syne + DM Sans typography
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## ๐ File Structure
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```
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finwise/
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โโโ index.html # Dashboard
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โโโ portfolio.html # Portfolio Builder
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โโโ risk.html # Risk Analyzer
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โโโ tracker.html # Investment Tracker
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โโโ calculators.html # Financial Calculators
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โโโ insights.html # AI Insights
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โโโ shared.css # Design system & styles
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โโโ shared.js # Utilities, data, helpers
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โโโ README.md
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```
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## ๐จ Design
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- **Dark luxury fintech** aesthetic
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- **Syne** (headings) + **DM Sans** (body) typography
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- Cyan & Emerald accent palette on deep navy
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- Mobile-first responsive design with bottom navigation
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- Animated stats, hover effects, smooth transitions
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## ๐ค AI Features
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The **AI Advisor** in the Insights tab uses Claude claude-sonnet-4-20250514 to provide:
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- Personalized portfolio analysis based on your actual holdings
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- Plain-language explanations of investing concepts
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- Context-aware rebalancing suggestions
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- Smart financial Q&A
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## ๐ฑ Responsive
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- Full sidebar navigation on desktop
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- Bottom tab bar on mobile
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- All charts resize gracefully
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---
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*FinWise is an educational tool. It does not constitute licensed financial advice.*
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---
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title: FinWise
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emoji: ๐
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colorFrom: indigo
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colorTo: green
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sdk: static
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pinned: false
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---
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# FinWise - AI Personal Finance Platform
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A beginner-friendly stock and portfolio management web app.
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## Features
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- Dashboard with portfolio overview
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- Portfolio Builder (3-step guided setup)
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- Risk Analyzer with scenario simulation
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- Investment Tracker with P&L
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- Financial Calculators (Growth, Retirement, SIP, Inflation)
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- AI Insights powered by Claude
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