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Savvy

This project is a financial advisor application that helps users track their spending, analyze their transactions, and provide suggestions for reducing expenses. The application consists of a backend built with Flask and a mobile frontend built with React Native.

Table of Contents

Features

  • Generate transaction reports
  • Analyze spending patterns
  • Provide financial advice
  • User-friendly mobile interface

Technologies

  • Backend: Python, Flask, OpenAI API
  • Frontend: JavaScript, React, React Native
  • Database: PostgreSQL
  • Containerization: Docker

Setup

Backend

  1. Build and run the Docker container:

    docker build -t financial-advisor-backend .
    docker run -p 5000:5000 financial-advisor-backend
  2. Environment Variables: Ensure you have the following environment variables set in your Config class:

    • OPENAI_API_KEY [your bodhi access token]
    • OPENAI_BASE_URL [e.g https://api.openai.com/v1/engines/davinci/completions]

Frontend

  1. Navigate to the frontend directory:

    cd ../UI
  2. Install dependencies:

    npm install
  3. Run the application:

    npm start
  4. Build the APK:

    eas build -p android --profile preview

Usage

Hosted Setup

  1. Backend: The backend API is hosted on AWS EC2.

  2. Frontend: Use the provided APK file to install the mobile application on your Android device.

Local Setup

  1. Unzip the codebase: Unzip the provided zip file containing the project.

  2. Run the backend: Follow the steps in the Backend section to set up and run the backend using Docker.

  3. Run the frontend: Follow the steps in the Frontend section to set up and run the frontend.

Screenshots

Home Screen

Home Screen

Transaction Report

Transaction Report

Chat with Advisor

Chat with Advisor

Rewards

Rewards

Goals

Goals

About

Financial Advisor

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