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- title: FinWise โ€” AI Personal Finance Platform
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- license: mit
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- short_description: Beginner-friendly stock & portfolio management web app
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- # ๐Ÿ“ˆ FinWise โ€” AI-Powered Personal Finance Platform
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- A **comprehensive, beginner-friendly** stock and mutual fund portfolio management platform built for clarity, interactivity, and smart financial guidance.
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- ## ๐Ÿš€ Features
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-
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- | Module | Description |
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- |--------|-------------|
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- | ๐Ÿ  **Dashboard** | Portfolio overview, performance chart, market snapshot |
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- | ๐Ÿ—๏ธ **Portfolio Builder** | 3-step guided portfolio creation with live preview |
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- | ๐ŸŽฏ **Risk Analyzer** | Risk quiz, gauge, scenario simulation, rebalancing suggestions |
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- | ๐Ÿ“ˆ **Investment Tracker** | Holdings table, editable cost basis, P&L, allocation chart |
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- | ๐Ÿงฎ **Calculators** | Growth, Retirement, SIP/Recurring, Inflation Impact |
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- | ๐Ÿ’ก **AI Insights** | Claude-powered chat advisor, tips, concepts, glossary |
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-
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- ## ๐Ÿ›  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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-
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- ## ๐Ÿ“ File Structure
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- ```
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- finwise/
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- โ”œโ”€โ”€ index.html # Dashboard
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- โ”œโ”€โ”€ portfolio.html # Portfolio Builder
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- โ”œโ”€โ”€ risk.html # Risk Analyzer
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- โ”œโ”€โ”€ tracker.html # Investment Tracker
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- โ”œโ”€โ”€ calculators.html # Financial Calculators
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- โ”œโ”€โ”€ insights.html # AI Insights
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- โ”œโ”€โ”€ shared.css # Design system & styles
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- โ”œโ”€โ”€ shared.js # Utilities, data, helpers
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- โ””โ”€โ”€ README.md
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- ```
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- ## ๐ŸŽจ 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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- ## ๐Ÿค– 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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- ## ๐Ÿ“ฑ 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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+ title: FinWise
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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