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jeetbhuptani/ArthaAI

Democratizing Financial Wisdom for Every Indian

ArthaAI is an AI-powered personal finance platform designed specifically for Indian users. It leverages advanced AI models to provide personalized financial guidance, investment analysis, and educational resources in a user-friendly manner.

ArthaAI Logo

Features

💬 Financial Learning Chat

Engage in natural conversations about personal finance with an AI assistant that understands Indian financial contexts, communicates in Hinglish when appropriate, and provides culturally relevant examples.

📊 Investment Comparator

Compare different investment options like mutual funds, stocks, FDs, PPF, and real estate with projected returns based on real-time Indian market data.

📝 Tax Analysis & Planning

Upload and analyze financial documents, track GST payments and credits, and receive AI-powered tax optimization suggestions.

📄 Bills & ITR Analyzer

Upload financial documents and receipts to extract key information with simple Hinglish explanations.

🧮 Portfolio Insights

Get personalized investment distribution recommendations based on your risk profile, financial goals, and Indian market conditions.

📰 Financial News

Stay updated with the latest financial news from Indian markets with AI-powered summaries and explanations.

Technology Stack

  • Frontend: React, TypeScript, Vite, ShadCN, Tailwind CSS, Framer Motion, Zod, React Charts
  • Backend: Node.js, Express
  • AI: Google Gemini API
  • Database: MongoDB
  • Cloud: Cloudinary, GCP
  • Authentication: JWT

Getting Started

Prerequisites

  • Node.js (v20 or newer)
  • MongoDB
  • API keys for Gemini AI and optional market data providers

Installation

  1. Clone the repository
git clone https://github.com/yourusername/ArthaAI.git
cd ArthaAI
  1. Install server dependencies
cd server
npm install
  1. Install client dependencies
cd ../client
npm install
  1. Create environment files

Create .env file in the server directory with the following variables:

#Environment Configuration
PORT=5000

#Database Configuration
MONGO_URI=your mongodb url

#Gemini API Configuration
GEMINI_API_KEY=your gemini api key - model 2.0 flash
GEMINI_API_KEY2=your gemini api key - model 2.0 flash

#Authentication Configuration
JWT_SECRET=your key

#Investment Rates API Configuration
ALPHA_VANTAGE_API_KEY= https://www.alphavantage.co/
MARKETSTACK_API_KEY=http://marketstack.com/

# News API Configuration
WORLD_NEWS_API_KEY=https://worldnewsapi.com/

Set vite.config.js file in the client directory:

proxy: {
      '/api': {
        target: 'your backend url',
        changeOrigin: true,
        secure: false,
      },
    },
  1. Run the application
# Start the server
cd server
npm run dev

# In a new terminal, start the client
cd client
npm run dev

Contributing

Contributions are welcome! Please check out our Contributing Guidelines for details.

Security

For security concerns, please refer to our Security Policy.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Acknowledgments

  • Built during the Ignosis Hackathon
  • Financial data providers and API services
  • Open source community for the amazing tools and libraries

© 2025 Jeet Bhuptani. All rights reserved.

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Artha AI - An AI powered Financial Advisor and Assistant

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