AI Financial Planner (SwampHacks XI)

A smart financial planning assistant that integrates with banking data to provide personalized advice. Built for SwampHacks XI.

Features

• AI-Powered Financial Advice: Chat with a virtual financial planner powered by Google Gemini (via OpenRouter) that analyzes your real-time spending habits.
• Banking Dashboard: A Flask-based web interface to view account balances, recent transactions, and bills.
• Nessie API Integration: Full integration with the Nessie (Capital One) API to manage customers, accounts, and financial data.
• Transaction Management:
  • View deposits, withdrawals, and bills.
  • Perform manual deposits and withdrawals.
  • Add and track bills.
• Spending Visualization: An AI-powered pie chart that shows spending habits.
• Account Management: Create new customers and bank accounts directly through the application.
• Interactive Map: Use the interactive map to locate the nearest Capital One branches and ATMs.

Setup for Usage

1. Install Dependencies:

    pip install google-genai Flask requests

2. Environment Variables: Set your OpenRouter API key:

   export OPENROUTER_API_KEY="your_key_here"

3. Run the Application:

   python gemini_web.py

   Access the dashboard at http://localhost:5000.

Usage

• Login: Enter your User ID to access the dashboard. This ID links to your customer data, allowing the AI to analyze your specific financial situation.
• Account Creation: If you do not have an account, input your information to generate your very own User ID