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Welth - AI-Powered Personal Finance & Wealth Management

Welth is a premium, full-stack personal finance application designed to help users track spending, manage budgets, and generate intelligent financial insights using AI. Built as a showcase of modern web development and AI integration.

Dashboard Preview Replace with a real screenshot of the dashboard

🚀 Key Features

  • Automated Monthly Reports: A Vercel Cron Job automatically compiles your monthly spending data and uses Gemini to email you a beautifully formatted, AI-driven financial report on the 1st of every month.
  • Real-Time Alerting System: Instant email notifications (powered by Resend & Nodemailer) when you exceed your category budgets or experience unusual spending spikes.
  • AI Receipt Scanning: Instantly extract amounts, merchants, and dates from uploaded receipt images using advanced Llama Vision models.
  • Multi-Currency Support: Add accounts and track transactions in over 150+ global currencies. The dashboard dynamically converts all balances and metrics into your chosen base currency using live exchange rates.
  • AI Financial Assistant: Powered by Google Gemini (or Llama3 via Groq), the AI analyzes your spending habits, predicts future expenses, and gives you personalized, actionable financial advice.
  • Intelligent Budgeting: Set dynamic budgets for various categories and visually track your progress.
  • Dark Mode & Premium UI: A highly polished, responsive interface built with Tailwind CSS, Shadcn UI, and smooth glass-morphism effects.
  • Secure Authentication: Enterprise-grade security and user management powered by Clerk.

🛠️ Tech Stack

  • Framework: Next.js 14 (App Router, Server Actions)
  • Database: PostgreSQL (via Supabase / Neon)
  • ORM: Prisma
  • Authentication: Clerk
  • AI Engine: Google Gemini API / Groq
  • Styling: Tailwind CSS & Shadcn UI
  • Deployment: Vercel

📦 Getting Started

Prerequisites

Make sure you have Node.js (v18+) and npm/yarn installed.

Environment Variables

Create a .env.local file in the root of your project and add the following keys:

# Clerk Authentication
NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=your_clerk_publishable_key
CLERK_SECRET_KEY=your_clerk_secret_key
NEXT_PUBLIC_CLERK_SIGN_IN_URL=/sign-in
NEXT_PUBLIC_CLERK_SIGN_UP_URL=/sign-up

# Database Connection (Supabase/Neon)
DATABASE_URL="your_postgresql_database_url"
DIRECT_URL="your_postgresql_direct_url"

# AI Integration
GEMINI_API_KEY="your_gemini_api_key"

Installation

  1. Clone the repository:
    git clone https://github.com/Shivank2005/Welth.git
    cd Welth
  2. Install dependencies:
    npm install
  3. Run database migrations:
    npx prisma generate
    npx prisma db push
  4. Start the development server:
    npm run dev

Open http://localhost:3000 with your browser to see the app running!

🧪 Demo Data

For recruiters or portfolio reviewers: You can instantly populate the application with realistic financial data to see the charts and AI in action.

  1. Create an account and log in.
  2. Navigate to Settings.
  3. Click the Generate Demo Data button under the "Data & Privacy" section.

Developed by Shivank

About

AI-powered financial management platform built with Next.js, React, Supabase, Prisma, and modern full-stack tools.

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