AI financial copilot for students and first-time investors.
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.
- ✅ 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
npm install
npm run dev:webCreate .env.local in repo root or apps/web:
NVCF_API_KEY=<your_nvidia_api_key>/Landing/demoImport and validation/dashboardKPI overview/spendingSpend breakdown/forecastCashflow forecast/portfolioPortfolio risk/scenarioGoal planner/ask-atlasGrounded Q&A/summaryAction plan/architectureJudge-facing architecture page
Live URL: https://atlas-ai-sigma-six.vercel.app
npm run testThe project is fully deployed and ready for judging. All core flows, including grounded AI chat and financial analytics, are verified in production.