PathVest is an innovative web application that provides personalized AI-powered investment insights and planning. The app enables users to ask investment-related questions and receive tailored answers from an AI chatbot. The platform also integrates a range of features, such as managing user profiles, monitoring income/expense, planning investments, and more.

• Ask PathVest AI Anything: The AI chatbot allows users to ask a variety of investment-related questions, ranging from stock market basics to retirement planning.
• Sample Questions:
  • "What's the best way to start investing?"
  • "How do I diversify my investment portfolio?"
  • "What are the tax implications of selling investments?"
• Interactive Placeholder Text: Predefined placeholders guide users in formulating their questions to the AI chatbot.

• Profile Details: Users can manage their personal details, including their name, role, company, and email.
• Profile Picture: Users can upload and manage their profile pictures.
• Login/Logout: Users can log in and out of their accounts.

• User-Friendly Navigation: The dashboard is equipped with a sidebar containing the following sections:
  • Dashboard Overview
  • Income
  • Expense
  • Investment
  • Planning Board (Kanban)
  • Account Settings: Access user profile and login options.
• Icons and Links: Clear, well-designed icons and links to different sections for easy navigation.

• Users can explore various sections related to managing and planning their investments.

• The app integrates dynamic data handling for employees, products, and investments, allowing users to visualize and track their financial activities.

• Frontend:
  • React.js with TypeScript
  • Tailwind CSS for styling
  • Prisma for data management
  • MongoDB for storing user data
• Backend:
  • API-driven approach
  • AI chatbot powered by Groq API

/src
  /components
    /ui                -> UI components like placeholders and input fields
  /types
    -> TypeScript types for user, employee, and product data
  /pages
    -> Pages for dashboard, profile, and AI chatbot interactions
  /lib
    -> Functions for handling API requests and database queries
  /assets
    -> Static assets such as images and icons

git clone https://github.com/your-repo/pathvest-webapp.git
cd pathvest-webapp

npm install

Create a .env file in the root directory and add the following:

DATABASE_URL=your_mongodb_connection_string

npm run dev

The app will be available at http://localhost:3000.

1. Fork the repository.
2. Create a new branch (git checkout -b feature-branch).
3. Make your changes and commit (git commit -am 'Add feature').
4. Push to the branch (git push origin feature-branch).
5. Create a pull request.