Winner of the "Best AI FinTech" Category (Target)
An AI-driven investment advisor that democratizes personalized wealth strategies using Google Gemini 2.5.
Financial advice is expensive. Most people either rely on generic "Rule of Thumb" advice or get overwhelmed by complex market data.
Jack solves this by offering Institutional-Grade Financial Planning for free, instantly, and explained in plain English by AI.
Jack is a client-side AI application that combines Traditional Financial Modeling (Risk Scoring, Asset Allocation) with Generative AI (Reasoning, Contextual Explanation).
Unlike simple calculators, Jack understands who you are (Age, Goals, Risk Tolerance) and builds a custom portfolio split between Equity, Debt, and Gold, backed by real-time simulation logic.
- Gemini 2.5 Integration: Generates human-readable rationales for why a specific allocation fits your profile.
- Context-Aware Chat: An embedded AI assistant that knows your specific financial plan and answers questions like "Why is my equity exposure so high?".
- Dynamic Stock Picks: Suggests real-world ETF/Stock tickers based on your region (USD vs INR).
- Interactive Playground: Adjust monthly investments and time horizons to see wealth projections update instantly.
- Inflation Adjustment: Shows the "Real Value" of future money, not just the nominal value.
- Visual Analytics: Beautiful interactive charts for Growth Curves and Asset Allocation.
- Composite Scoring: Calculates a risk score (0-100) based on Age, Income Stability, Savings Rate, and Psychological Tolerance.
- Smart Validation: Prevents unrealistic inputs and guides users towards safe financial habits.
- Glassmorphism Design: Modern, clean interface with ambient lighting effects.
- Dark Mode: Fully supported system-wide dark theme.
- Print-Ready Reports: Generates professional PDF investment reports with one click.
- Frontend: React 19, TypeScript, Vite
- AI Core: Google Gemini API (
@google/genai) - Styling: Tailwind CSS (Custom Animations, Dark Mode)
- Visualization: Recharts (Responsive Data Visualization)
- Routing: React Router v7
- Persistence: LocalStorage (No backend required for MVP)
- Node.js (v18+)
- Google Gemini API Key
-
Clone the repo
git clone https://github.com/yourusername/jack.git cd jack -
Install dependencies
npm install
-
Set up Environment Variables Create a
.envfile in the root directory:API_KEY=your_google_gemini_api_key_here
-
Run the development server
npm run dev
To skip the registration flow during testing, use the "One-Click Demo Login" button on the Login page, or manually enter:
- Username:
JudgeDemo - Password:
password123
| Landing Page | Interactive Dashboard |
|---|---|
| Modern hero section with quick estimator | Real-time charts and AI chat integration |
| Advisor Form | PDF Report |
|---|---|
| Intuitive multi-step input form | Clean, printable summary for users |
Jack is a prototype for educational purposes. It uses standard financial models (Equity ~12%, Debt ~7%) for projections. Always consult a certified financial planner before investing real money.
Made with ❤️ by the Jack Team.