AI Based Financial Advisor

This paper presents the development of an AI-powered financial advisory system designed to provide personalized investment recommendations. The platform collects user-specific financial data such as salary, expenses, savings, profession, city, risk appetite, and investment horizon. It employs machine learning models, including Random Forest Regressor and Multi Output Regressor, along with a rule-based logic engine to generate asset allocation suggestions across equity, debt, gold, and fixed deposits. The web application is built using FastAPI and features secure authentication, an admin dashboard, a chatbot interface, and real-time stock data integration. The system was tested using both functional and model validation methods to ensure accuracy and user-friendliness. Results indicate that the platform offers reliable and personalized financial recommendations, making it a cost-effective and scalable alternative to traditional advisory services.

Authors

Publication Details

Journal
International Scientific Journal of Engineering and Management
Published
2025-06-30
DOI
https://doi.org/10.55041/isjem04684
Primary Topic
Stock Market Forecasting Methods
Type
article
Field-Weighted Citation Impact
0.00
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article

AI Based Financial Advisor

Mandar Mali
International Scientific Journal of Engineering and Management
Stock Market Forecasting Methods
article

AI Based Financial Advisor

Mandar Mali
article en

Abstract

This paper presents the development of an AI-powered financial advisory system designed to provide personalized investment recommendations. The platform collects user-specific financial data such as salary, expenses, savings, profession, city, risk appetite, and investment horizon. It employs machine learning models, including Random Forest Regressor and Multi Output Regressor, along with a rule-based logic engine to generate asset allocation suggestions across equity, debt, gold, and fixed deposits. The web application is built using FastAPI and features secure authentication, an admin dashboard, a chatbot interface, and real-time stock data integration. The system was tested using both functional and model validation methods to ensure accuracy and user-friendliness. Results indicate that the platform offers reliable and personalized financial recommendations, making it a cost-effective and scalable alternative to traditional advisory services.

International Scientific Journal of Engineering and ManagementVol. 04(06)
Openalex Percentile: Top 82%
Stock Market Forecasting Methods
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