Rohan5commit/Atlas-AI

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README

Atlas AI

AI financial copilot for students and first-time investors.

What it does

Atlas AI ingests real CSV transaction and beginner portfolio data, computes explainable financial metrics, forecasts 30/90-day cashflow, flags unusual spending, explains portfolio concentration risk, supports goal scenarios, and provides grounded action recommendations.

Feature checklist

  • ✅ Real CSV import (transactions required, portfolio optional)
  • ✅ Row-level validation with error feedback (Zod)
  • ✅ Spending intelligence (category breakdown, savings rate, recurring charges)
  • ✅ Forecasts (30-day and 90-day base/best/worst)
  • ✅ Anomaly alerts with severity/confidence
  • ✅ Portfolio risk summary (value, concentration, volatility, shock)
  • ✅ Scenario planner for goal feasibility
  • ✅ Ask Atlas grounded assistant using NVIDIA API context injection
  • ✅ Action plan summary

Resources

Local setup

npm install
npm run dev:web

Environment variables

Create .env.local in repo root or apps/web:

NVCF_API_KEY=<your_nvidia_api_key>

Key routes

  • / Landing
  • /demo Import and validation
  • /dashboard KPI overview
  • /spending Spend breakdown
  • /forecast Cashflow forecast
  • /portfolio Portfolio risk
  • /scenario Goal planner
  • /ask-atlas Grounded Q&A
  • /summary Action plan
  • /architecture Judge-facing architecture page

Production Deployment

Live URL: https://atlas-ai-sigma-six.vercel.app

Run tests

npm run test

Submission Readiness

The project is fully deployed and ready for judging. All core flows, including grounded AI chat and financial analytics, are verified in production.

Contributors

codexRohan5commit

Issues