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Tech Bank Insights

This is a financial portfolio dashboard that provides AI-powered insights into investment performance. It features an interactive chart to visualize portfolio history, a breakdown of asset allocation, and key performance metrics.

Built with Next.js and styled with Tailwind CSS and ShadCN UI. The AI features are powered by Google's Gemini models through Genkit.

Features

  • Interactive Dashboard: Visualize your portfolio's performance over different time periods.
  • AI-Powered Insights: Get intelligent summaries and analyses of your portfolio's trends.
  • Asset Allocation: See a clear breakdown of your investment distribution.
  • Key Metrics: Track total value, gains, and performance changes at a glance.
  • Custom Date Range: Filter your portfolio view by selecting a custom date range.

Getting Started

Follow these instructions to get a copy of the project up and running on your local machine for development and testing purposes.

Prerequisites

  • Node.js (version 18 or higher)
  • npm or a compatible package manager

Installation

  1. Clone the repository:

    git clone <your-repository-url>
    cd <your-repository-name>
  2. Install dependencies:

    npm install
  3. Set up environment variables: Create a .env file in the root of your project and add your Google AI API key:

    GEMINI_API_KEY="your-api-key-here"
    

    You can obtain an API key from Google AI Studio.

  4. Run the development server:

    npm run dev

    Open http://localhost:9002 with your browser to see the result.

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Dashboard with financial data from API

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