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Midas - Your AI Financial Assistant 💰

Midas Logo

Overview

Midas is a modern financial management platform that combines real-time transaction tracking with AI-powered insights. Using advanced data visualization and a conversational AI interface, Midas helps users understand their spending patterns and make better financial decisions.

App Website

https://midas-new.vercel.app/

🚀 Tech Stack

  • Frontend: Next.js 15, Shadcn UI, Tailwind CSS, Three.js, Radix UI, Chart.js
  • Backend: Convex, Flask, Next.js
  • AI: Gemini
  • Authentication: Clerk
  • Banking Integration: Plaid
  • Machine Learning: PyTorch

🛠️ Getting Started

Prerequisites

  • Node.js (Latest LTS version)
  • npm or yarn
  • A Convex account
  • A Clerk account
  • A Plaid account (for banking integration)

Installation

# Clone the repository
git clone https://github.com/ArslanKamchybekov/midas.git

# Navigate to the project directory
cd uncommonhacks

# Install dependencies
npm install

# Set up environment variables
cp .env.local

Development

# Start the development server
npm run dev

# Start Convex development server
npx convex dev

Production Deployment

# Build the application
npm run build

# Start the production server
npm start

🎮 Features

1. Smart Financial Dashboard

  • Real-time transaction tracking
  • Dynamic spending analytics
  • Category-based expense breakdown
  • Interactive charts and graphs

2. Midas AI Assistant

  • Natural language financial queries
  • Personalized financial insights
  • Budget recommendations
  • Anomaly detection in spending patterns

3. Transaction Management

  • Automatic transaction categorization
  • Custom budget settings
    • Weekly budget tracking
    • Bi-weekly budget tracking
    • Monthly budget tracking
  • Real-time transaction updates

4. Data Visualization

  • Bar charts for category spending
  • Pie charts for expense distribution
  • Line charts for spending trends
  • Anomaly detection visualization

💬 Using Midas AI

Simply chat with Midas using natural language. Example queries:

  • "How are my finances looking?"
  • "Show me my spending by category"
  • "What's my biggest expense this month?"
  • "Am I staying within my budget?"
  • "Any unusual spending patterns?"

🔒 Security

  • Secure authentication via Clerk
  • Encrypted banking connections through Plaid
  • Protected API endpoints
  • Secure data storage with Convex

📊 Data Integration

  • Import transactions via CSV
  • Connect bank accounts through Plaid
  • Real-time transaction syncing
  • Automated categorization

🤝 Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

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Financial Management app that helps users make better financial decisions with conversational AI interface

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