LLM Wealth Advisor for Wallet Wealth

click here to view the application : https://llm-wealth-advisor.vercel.app/ A sophisticated AI-powered financial advisor chatbot integrated into Wallet Wealth's website, providing personalized investment guidance, portfolio analysis, and financial planning assistance.

Features

• 🤖 AI-powered financial advisory using Groq/Llama 3.3 70B
• 💼 Portfolio analysis and recommendations
• 📊 Real-time financial guidance for Indian markets
• 🔒 Secure authentication and admin dashboard
• 📱 Responsive web interface
• 🚀 Production-ready Vercel deployment
• 📅 Appointment booking system with email notifications

Tech Stack

Backend

• FastAPI - High-performance Python web framework
• Groq API - LLM inference with Llama 3.3 70B
• Vercel Serverless - API functions deployment
• Python 3.12 - Runtime environment

Frontend

• React 18 - UI framework
• TypeScript - Type-safe JavaScript
• Tailwind CSS - Utility-first CSS framework
• React Router - Client-side routing

Infrastructure

• Vercel - Full-stack deployment
• GitHub Actions - CI/CD pipeline
• EmailJS - Email notification service

Quick Start

Prerequisites

• Python 3.10+
• Node.js 18+
• Groq API Key (console.groq.com)
• Git

Local Development

1. Clone the repository:

git clone https://github.com/Msundara19/LLM-wealth-advisor.git
cd LLM-wealth-advisor

2. Set up environment variables:

cp .env.example .env
# Edit .env with your API keys and configuration

3. Start Backend:

cd backend
python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate
pip install -r requirements.txt
export GROQ_API_KEY=your_groq_key
uvicorn app.main_minimal:app --reload --port 8000

4. Start Frontend:

cd frontend
npm install
npm start

5. Access the application:

• Frontend: http://localhost:3000
• Backend API: http://localhost:8000
• API Docs: http://localhost:8000/docs

Project Structure

LLM-wealth-advisor/
├── api/                          # Vercel Serverless Functions
│   ├── chat.py                   # AI chat endpoint
│   ├── appointments.py           # Booking endpoint
│   └── index.py                  # Health check
├── backend/
│   ├── app/
│   │   ├── api/                  # API routes
│   │   ├── core/                 # Config, database, security
│   │   ├── models/               # SQLAlchemy models
│   │   ├── services/             # Business logic
│   │   └── main_minimal.py       # FastAPI application
│   ├── tests/
│   └── requirements.txt
├── frontend/
│   ├── src/
│   │   ├── components/           # Navbar, Footer
│   │   ├── pages/                # Home, Chat, Appointment, Admin
│   │   └── App.tsx
│   ├── tailwind.config.js
│   └── package.json
├── vercel.json                   # Deployment configuration
└── README.md

Deployment

Vercel Deployment

1. Push to GitHub
2. Import project on Vercel
3. Add environment variables:
   • GROQ_API_KEY - Your Groq API key
   • REACT_APP_EMAILJS_SERVICE_ID - EmailJS service ID
   • REACT_APP_EMAILJS_TEMPLATE_ID - EmailJS template ID
   • REACT_APP_EMAILJS_PUBLIC_KEY - EmailJS public key
4. Deploy!

GitHub Codespaces

1. Open in Codespaces
2. Run backend: cd backend && uvicorn app.main_minimal:app --reload --port 8000
3. Run frontend: cd frontend && npm start
4. Access via forwarded ports

API Documentation

Endpoints

Method	Endpoint	Description
POST	/api/chat	Send message to AI advisor
POST	/api/appointments	Book an appointment
GET	/api/appointments?admin_token=xxx	List appointments (admin)
GET	/api	Health check

Example Request

curl -X POST https://llm-wealth-advisor.vercel.app/api/chat \
  -H "Content-Type: application/json" \
  -d '{"message": "What are the best mutual funds for beginners?"}'

Security

• All admin endpoints require authentication
• API keys stored as environment variables
• CORS configured for production domains
• No sensitive data exposed in client code

About Wallet Wealth LLP

Wallet Wealth LLP is a SEBI-registered Investment Advisor (Registration: INA200015440) based in Chennai, India.

Services:

• Mutual Fund Advisory
• Portfolio Management
• Financial Planning
• Tax Planning
• Retirement Planning
• Insurance Planning