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Advanced Agents ·Intermediate

AI Personal Finance Agent

About this app

This Streamlit app is an AI-powered personal finance planner that generates personalized financial plans using OpenAI GPT-4o. It automates the process of researching, planning, and creating tailored budgets, investment strategies, and savings goals, empowering you to take control of your financial future with ease.

  • Complete open-source code
  • Step-by-step tutorial

Technical sheet

Category
Advanced Agents
Difficulty
Intermediate
Models
OpenAI
Frameworks
Agno
Runs locally?
Needs cloud APIs
Required keys
None

License Apache-2.0 · content curated and maintained by Doutor AI.

Full tutorial

💰 AI Personal Finance Planner

This Streamlit app is an AI-powered personal finance planner that generates personalized financial plans using OpenAI GPT-4o. It automates the process of researching, planning, and creating tailored budgets, investment strategies, and savings goals, empowering you to take control of your financial future with ease.

Features

  • Set your financial goals and provide details about your current financial situation
  • Use GPT-4o to generate intelligent and personalized financial advice
  • Receive customized budgets, investment plans, and savings strategies

How to get Started?

  1. Clone the GitHub repository
git clone https://github.com/Shubhamsaboo/awesome-llm-apps.git
cd advanced_ai_agents/single_agent_apps/ai_personal_finance_agent
  1. Install the required dependencies:
pip install -r requirements.txt
  1. Get your OpenAI API Key
  • Sign up for an OpenAI account (or the LLM provider of your choice) and obtain your API key.
  1. Get your SerpAPI Key
  1. Run the Streamlit App
streamlit run finance_agent.py

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