ArthaMarga - Empowering Financial Literacy for All

ArthaMARGA is an interactive, user-friendly educational platform designed to enhance financial literacy and empower individuals to manage their finances wisely. The name "ArthaMARGA" combines "Artha" (wealth or prosperity) and "Marga" (path or way), signifying "The Way to Financial Prosperity."

Key Features

1. User Dashboard: Built with React.js, the dashboard displays user information such as total balance, total investment, and total budget. Users can set budgets, track upcoming payment dates, and view interactive graphs and charts created with Chart.js.

2. ARTHAGURU Chatbot: An AI-powered chatbot that provides real-time assistance, addresses user queries, and connects them with financial advisors for immediate support.

3. Profile Management: Users can update their profile details, including name, email, credit, and PAN card details. This information is crucial for providing personalized financial assistance.

4. Income and Expense Tracking: Users can efficiently track and manage various income sources, record expenses, set budgets, and analyze spending patterns.

5. Investment Monitoring: Allows users to track investments in assets such as stocks and real estate, with tools to monitor performance, highlight upcoming payment dates, and visualize investment distribution.

6. Educational Courses: Offers courses on crucial financial topics like budgeting and savings. Basic courses are provided free of charge to empower women and bridge the financial literacy gap.

7. Financial Calculators: Includes EMI Calculator, Mortgage Calculator, and Investment Calculator to help users plan their finances effectively.

8. Market Trends and Financial News: A dedicated news section keeps users informed about the latest market trends and financial news.

9. Gamification Elements:

   • Cash Crunch Quiz: Interactive quizzes that reward users with free sessions with financial advisors.
   • Financial Fun Zone: Games related to finance to make learning enjoyable and accessible.
   • Reward Store: Users can earn coupons and vouchers by winning quizzes and completing courses.

10. Community Engagement:

    • Advisor Hub: Allows users to book sessions with financial advisors based on their ratings and expertise.
    • Financial Quora: A community discussion page where users can share insights, seek advice, and participate in discussions on various financial topics.

API Reference

Get user UID

 GET /api/getUserIdByUid/${uid}

Parameter	Type	Description
uid	object	Required. ID of the user

Post income details

  POST /api/add-income

Parameter	Type	Description
income	string	Required. Income data to add
user_id	string	Required. ID of the authenticated user

Get Incomes

GET /api/get-income

Parameter	Type	Description
user_id	string	Required. ID of the authenticated user

Post expense details

  POST /api/add-expense

Parameter	Type	Description
income	string	Required. Expense data to add
user_id	string	Required. ID of the authenticated user

Get Expenses

GET /api/get-expense

Parameter	Type	Description
user_id	string	Required. ID of the authenticated user

Deployment Prerequisites

Before deploying this project, ensure you have the following installed:

Node.js (v14.x or later)

npm (v6.x or later)

Firebase CLI (for Firebase authentication)

Firebase Hosting

Login to Firebase

firebase login

Initialize Firebase in Your Project

firebase init

Deploy to Firebase

firebase deploy

Run Locally

Clone the project

  git clone https://github.com/dwivedishrey/Financial_Literacy.git

Go to the project directory

  cd your-repo-name

Install Dependencies for Frontend

  cd frontend
  npm install

Install Dependencies for Backend

  cd backend
  npm install

Running the Application

Start the Backend Server

  node index.js

Start the Frontend Development Server

  npm start

Your application should now be running, with the frontend accessible at http://localhost:3000 and the backend server running on http://localhost:5000 (or any other configured port).

Notes

Ensure both frontend and backend servers are running concurrently. Refer to the respective directories (frontend and backend) for more specific details about their configurations and available scripts.

Tech Stack

Client: React

Server: Node, Express

Database: MongoDB

Authentication: Firebase

APIs: Integration with CurrentAPI for real-time financial news and Gemini API for developing intelligent chatbots and enhance user interaction.

• Graphs and Charts: Chart.js

Support

For support, email [email protected] or join our Slack channel.

Screenshots

Running Tests

To run tests, run the following command

  npm run 

FAQ

What is ArthaMARGA?

ArthaMARGA is an interactive, user-friendly educational platform designed to enhance financial literacy. It provides tools and resources to help individuals manage their finances wisely, including budget tracking, expense management, investment monitoring, and educational courses.

Are there any costs associated with using ArthaMARGA?

ArthaMARGA offers both free and premium features. Basic financial literacy courses and tools are available for free, while advanced features and personalized financial advisory sessions might require a subscription.

Features

Live Previews

Get real-time previews of your financial data and changes. As you input your income, expenses, and investments, see instant updates and visualizations, helping you understand your financial status at a glance.

AI-Powered Chatbot (ARTHAGURU)

ARTHAGURU offers real-time assistance, addressing user queries promptly and connecting them with financial advisors for immediate support. This enhances the learning experience and boosts user confidence in financial decision-making.

Feedback

If you have any feedback, please reach out to us at [email protected]