Enhanced 4-Part ML System with Real-Time Market Intelligence & Automated Trading

from smart_money_ai import SmartMoneyAI

# Initialize with your API keys
smart_money = SmartMoneyAI(
    finnhub_api_key="your_finnhub_key",
    breeze_app_key="your_breeze_app_key", 
    breeze_secret_key="your_breeze_secret_key"
)

# Parse SMS transactions
result = smart_money.parse_sms("Your A/c debited for Rs.2,500.00 at Coffee House Mumbai")

# Get investment recommendations with real-time data
recommendations = smart_money.get_real_time_investment_recommendations(
    user_profile={'age': 30, 'risk_tolerance': 'moderate'},
    investment_amount=100000
)

# Monitor your portfolio in real-time
portfolio_status = smart_money.monitor_investment_portfolio(['AAPL', 'MSFT', 'GOOGL'])

• SMS Transaction Parser - Extract amount, merchant, date from banking SMS
• Expense Categorization - Auto-categorize expenses with ML
• Savings & Budget Optimizer - Create optimized monthly budgets
• Investment Recommendation Engine - AI-powered investment advice

• Live Market Data - Real-time stock quotes and market sentiment
• Enhanced Investment Analysis - ML + market data recommendations
• Portfolio Monitoring - Live tracking with alerts
• Market News Integration - Latest financial news analysis

• Account Authentication - Secure ICICI Direct integration
• Live Portfolio Analysis - Real-time holdings and performance
• Risk Management - Automated stop-loss and position sizing
• Order Execution - Automated buy/sell based on AI recommendations

SMART MONEY/
├── 📁 smart_money_ai/         # Main AI system
│   ├── __init__.py           # Core SmartMoneyAI class (v4.0)
│   ├── core/                 # Core ML models
│   ├── intelligence/         # Advanced analytics
│   └── ml_models/           # Machine learning models
├── 📁 config/               # Configuration management
│   ├── settings.py          # Centralized config system
│   └── config.json          # API keys and settings
├── 📁 integrations/         # External API integrations
│   ├── finnhub_market_data.py   # Real-time market data
│   └── breeze_trading.py        # Automated trading
├── 📁 examples/             # Demo scripts and examples
│   ├── real_time_market_demo.py      # Market intelligence demo
│   ├── complete_trading_automation_demo.py  # Full trading demo
│   └── simple_system_test.py             # Basic system test
├── 📁 docs/                 # Documentation
│   ├── SMART_MONEY_AI_GUIDE.md           # Complete system guide
│   └── COMPLETE_TRADING_AUTOMATION_GUIDE.md  # Trading guide
├── 📁 utils/                # Utility functions
│   └── common_utils.py      # Shared helper functions
├── 📁 data/                 # Data storage
├── 📁 tests/                # Test files
└── README.md                # This file

Edit config/config.json:

{
  "api": {
    "finnhub_api_key": "your_finnhub_api_key_here",
    "breeze_app_key": "your_breeze_app_key_here",
    "breeze_secret_key": "your_breeze_secret_key_here",
    "breeze_session_token": "your_session_token_here"
  },
  "trading": {
    "max_position_size": 0.05,
    "stop_loss_percentage": 0.02,
    "take_profit_percentage": 0.06,
    "risk_tolerance": "moderate"
  }
}

export FINNHUB_API_KEY="your_finnhub_key"
export BREEZE_APP_KEY="your_breeze_app_key"
export BREEZE_SECRET_KEY="your_breeze_secret_key"

python examples/real_time_market_demo.py

python examples/complete_trading_automation_demo.py

python examples/simple_system_test.py

# Parse banking SMS
sms_text = "Your A/c XXXXXX1234 debited for Rs.2,500.00 on 15-JUL-23 at Coffee House Mumbai"
result = smart_money.parse_sms(sms_text)

print(f"Amount: ₹{result['amount']}")
print(f"Merchant: {result['merchant']}")
print(f"Category: {result['category']}")
print(f"Confidence: {result['category_confidence']*100:.1f}%")

# Get AI-powered investment advice
user_profile = {
    'age': 32,
    'monthly_income': 150000,
    'risk_tolerance': 'moderate',
    'investment_experience': 'intermediate'
}

recommendations = smart_money.get_investment_recommendations(user_profile, 100000)
print(f"Recommendation: {recommendations['recommendation']}")

# Get live market overview
market_data = smart_money.get_market_overview()
print(f"Market Sentiment: {market_data['market_sentiment']}")

# Analyze specific stocks
analysis = smart_money.get_real_time_stock_analysis('AAPL')
print(f"AAPL Recommendation: {analysis['investment_recommendation']['action']}")

# Monitor portfolio in real-time
portfolio = ['AAPL', 'MSFT', 'GOOGL', 'TSLA']
status = smart_money.monitor_investment_portfolio(portfolio)

print(f"Portfolio Performance: {status['summary']['average_change']:.2f}%")
print(f"Positive Performers: {status['summary']['positive_performers']}")

pip install -r requirements.txt

pip install -r requirements-realtime.txt

pip install -r requirements-production.txt

• SMS Parser: Extract transaction data with 95%+ accuracy
• Expense Categorizer: Auto-categorize with 9 expense categories
• Savings Optimizer: Create personalized budget recommendations
• Investment Engine: Risk-profiled investment recommendations

• Market Data: Live quotes via Finnhub API
• Sentiment Analysis: Market sentiment from news and price movements
• Technical Indicators: Basic technical analysis for stocks
• News Integration: Latest financial news with sentiment scoring

• ICICI Direct Integration: Via Breeze API
• Account Management: Portfolio tracking and analysis
• Risk Controls: Automated stop-loss and position limits
• Order Management: Automated trade execution

• API Key Management: Secure storage in config files
• Error Handling: Comprehensive exception handling
• Rate Limiting: Built-in API rate limiting
• Data Validation: Input validation for all user data
• Logging: Detailed logging for debugging and monitoring

• Complete System Guide
• Trading Automation Guide
• API Documentation
• Configuration Reference

• Requires valid Finnhub API key
• Rate limits apply (60 calls/minute for free tier)
• Internet connection required

• Requires ICICI Direct Breeze API credentials
• Only works with valid trading account
• Use paper trading for testing

• No user data is stored externally
• All processing happens locally
• API keys stored securely in config files

• ✅ Reorganized project structure
• ✅ Centralized configuration system
• ✅ Modular integration architecture
• ✅ Enhanced error handling
• ✅ Streamlined imports and dependencies

• ✅ Added Breeze API trading integration
• ✅ Real-time portfolio monitoring
• ✅ Automated risk management

• ✅ Added real-time market data integration
• ✅ Enhanced investment recommendations
• ✅ Market sentiment analysis

• ✅ Core 4-part ML system
• ✅ SMS parsing and expense categorization
• ✅ Budget optimization and investment recommendations

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Add tests if applicable
5. Submit a pull request

This project is licensed under the MIT License - see the LICENSE file for details.

For support and questions:

• Check the documentation
• Run the system test: python examples/simple_system_test.py
• Review the example demos in examples/

1. Configure your API keys in config/config.json
2. Run the system test: python examples/simple_system_test.py
3. Try the demos: Start with examples/real_time_market_demo.py
4. Build something amazing with Smart Money AI! 🚀

Smart Money AI - Making financial intelligence accessible to everyone.