Finance Assistant Final

The document describes a finance assistant app created by four students. It provides concise summaries of the app's features in 3 sentences or less: The finance assistant app was created by four students to provide personalized financial advice and tools for savings, investments, and insurance. It offers features like a savings portfolio tracker, daily financial news, investment suggestions, savings goals, educational resources, a chatbot for support, secure data storage, and insurance renewal reminders. The document outlines each feature and the technologies used to develop the app.

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Heramb Pawar

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Finance Assistant Final

Uploaded by

Heramb Pawar

We take content rights seriously. If you suspect this is your content, claim it here.

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Download as PDF, TXT or read online on Scribd

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FINANCE

ASSISTANT
Made by –
3110 Kshitij Karkera
3113 Sahil Mhatre
3115 Aman Pandey
3117 Heramb Pawar
Dark Mode

FINANCE
ASSISTANT
Made by –
3110 Kshitij Karkera
3113 Sahil Mhatre
3115 Aman Pandey
3117 Heramb Pawar
Dark Mode

FINANCE
ASSISTANT
Made by –
3110 Kshitij Karkera
3113 Sahil Mhatre
3115 Aman Pandey
3117 Heramb Pawar
FINANCE
ASSISTANT
Made by –
3110 Kshitij Karkera
3113 Sahil Mhatre
3115 Aman Pandey
3117 Heramb Pawar
Index
1. Project Overview
2. Resources used
3. Importance of the project
4. Features
5. References
6. Future plans for the project
Project Overview
• Finance Assistant can suggest you best insurance plans and places to
invest.

• Based on your savings, set a target for yourself and know the actual
time period to achieve that goal.

• Finance Assistant also keeps you up to date by providing you daily

news about stocks and crypto-currencies.
Resources used
1. Programming Languages-

+
2. Various APIs were also used in this project.
Importance of the project
• Finance Assistant helps you determine your short and long-term financial goals
and create an appropriate plan to meet those goals.

• Finance Assistant will provide guidance on how, where and when to invest.

• The advice provided by Finance Assistant could be for a wholesome ﬁnancial

plan or individual investments made towards a larger ﬁnancial plan.
Features
1. Savings Portfolio
2. Daily News
3. Investment Suggestions
4. Savings Goal
5. Learning Platform
6. Chatbot
7. Secure Data Storage
8. Reminders for insurance renewal
Savings Portfolio
Monthy Savings
• Savings Portfolio will 6000
help you manage a
collection of financial 5000

investments like stocks, 4000

bonds, commodities, cash 3000

and cash equivalents, 2000

including closed-end
1000
funds and exchange
traded funds (ETFs). 0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec

Monthy Savings
Daily News
Tesla Stock Has Many Risks. EV Credits Isn’t
One of Them.
• Daily News will keep you up to
date regarding finance, crypto Tesla bears need to stop harping on regulatory credit
sales. The oft-repeated refrain is that Tesla isn’t….
currency, stocks and other
related news.

India’s ‘Crypto Relief’ Covid fund is all ready with

• You can filter out news section nowhere to go
to get daily news for a The fund claims to have collected around Rs 22 cr in
particular topic. cryptocurrencies, including 1 Bitcoin worth over……

Are your crypto investments legal? Here’s

everything you need to know
Crypto in India is currently booming, the market has
been thriving, and retail investors are adding to…..
Investment Suggestions
• Investment Suggestions can recommend or suggest an investment strategy,
explicitly or implicitly, concerning one or several financial instruments or the
issuers, including any opinion as to the present or future value or price of such
instruments.
Savings Goal
• Savings Goal can
help you save money
from now and when
you want to achieve
your financial goal.
Savings Goal
• Savings Goal can 6,00,000
help you save money
from now and when
you want to achieve
your financial goal.

70,000
Savings Goal
• Savings Goal can 6,00,000
help you save money
from now and when
you want to achieve
your financial goal.

70,000
Savings Goal
• Savings Goal can 6,00,000
help you save money 50%

from now and when

you want to achieve
your financial goal.

70,000
75%
Learning Platform
• If you are new to investments, you can
learn about any type of investments
whether you are a beginner or an
intermediate trader.

• You can learn more about different types of

government schemes and avail these
benefits.
Chatbot
• If a user is facing any issue
regarding the functionality
or a feature of the
website, then the bot will
guide you and try to give
you a proper solution. If
the bot is unable to fix
your problem then it will
provide you contact
details of Managing team
and a link for the FAQ
page.
Chatbot
• If a user is facing any issue
regarding the functionality
or a feature of the
website, then the bot will
guide you and try to give
you a proper solution. If
the bot is unable to fix
your problem then it will
provide you contact
details of Managing team
and a link for the FAQ
page.
Chatbot
• If a user is facing any issue
regarding the functionality
or a feature of the
website, then the bot will Bot
guide you and try to give Hello and thanks for getting
in touch with us! What can
you a proper solution. If we help you with today?
the bot is unable to fix
your problem then it will Ask a question…
provide you contact
details of Managing team
and a link for the FAQ
page.
Secure Data Storage
• To provide better security and environment for storing data, we are providing end to
end data encryption.

• For this purpose we are using data encryption algorithms like: Triple DES , LOK189.

• These encryption methods helps us to protect user data from intruders.

Reminders for insurance renewal
• This feature will send you a
reminder one month prior to
the expiry of your insurance.

Notification
• You will receive a reminder on
the website and a mail will be
sent to your registered email-ID.

• You can even reschedule the

reminder.
Reminders for insurance renewal
• This feature will send you a Notification
reminder one month prior to
the expiry of your insurance.