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🚀 InvestSmart

Track, Analyze, and Execute Investments with Ease

📅 Built in 36 Hours | 🧠 Hackfest 2025 | 🏫 IIT (ISM) Dhanbad
🧑‍💻 Tech Stack: React, Flask, LSTM, ARIMA, SARIMA, BiLSTM, UPBiLSTM


🧠 Overview

InvestSmart is a modern, AI-powered investment portfolio manager that empowers users—especially non-tech-savvy individuals like parents or friends—to track, analyze, and execute mutual funds and stock investments across platforms, all in one simple and jargon-free dashboard.

Think of it like PhonePe + Netflix + Google Weather… but for investments.


🎯 Problem Statement

Managing investments today is messy. Investors need to:

  • Switch between MF Central, Zerodha, Angel One, etc.
  • Manually compare performance data.
  • Interpret complicated financial jargon.

InvestSmart solves all this.


🔑 Key Features

1. 📲 Unified Investment Dashboard

  • Auto-fetch investments from platforms like MF Central, Zerodha, Angel One, etc.
  • View platform-wise holdings just like PhonePe shows all bank balances.
  • One-click “Buy More” or “Sell” buttons right next to each investment.

2. 🧠 AI/ML Powered Fund & Stock Comparison

  • Models Used: LSTM, BiLSTM, UPBiLSTM, ARIMA, SARIMA
  • Get recommendations like “Because you invested in Fund X, try Fund Y.”
  • Visual metrics like:
    • 📈 Returns: “₹10,000 → ₹12,000 in 1 year”
    • 🛡️ Risk: “Safer than 80% of funds”
    • ⭐ Fund Manager Rating: “4.5 Stars”

3. ⚡ One-Click Execution

  • Buy/Sell mutual funds using MFU API
  • Trade stocks via broker APIs (Zerodha, Angel One, etc.)
  • Amazon-like “Buy Now” flow for funds

4. 💡 No Jargon, Just Visuals

  • "Risk Level: 🟢 Low" instead of "Sharpe Ratio = 1.2"
  • Hover tooltips with emojis (ℹ️) to explain terms
  • Plain-English comparison summaries

🧪 Tech Stack

Layer Technologies Used
🖥 Frontend React, TailwindCSS, Chart.js
🧠 Backend Flask, REST API, MFU & Broker API Integration
🔍 ML Models LSTM, BiLSTM, UPBiLSTM, ARIMA, SARIMA
🧾 Database MongoDB

Some Screenshots

Screenshot 2025-04-05 at 4 45 35 PM Screenshot 2025-04-05 at 4 52 10 PM Screenshot 2025-04-05 at 4 52 18 PM

Website Overview:

https://drive.google.com/file/d/1Vt_YmQDmxlGiZqGjEG7oRmIU_lFZiNxF/view?usp=sharing


📱 Sample Use Case

Imagine your father logs into InvestSmart:

  • 📊 Sees All Holdings: “Zerodha: ₹50K | MF Central: ₹1L”
  • 🔍 AI Suggests: “Switch from Fund A (10%) to Fund B (15%) — same risk 🛡️”
  • 🛒 Clicks Invest: Done. No redirection, no confusion.

🏆 Achievements

  • 💻 Built in just 36 hours during Hackfest 2025 at IIT (ISM) Dhanbad
  • 📈 Integrated live portfolio tracking with AI-driven comparison models
  • 🔐 Built secure execution pipeline with dummy MFU & broker APIs

🧑‍💼 Team

Made with 💙 by a team of 5 passionate developers focused on democratizing finance through technology.


💼 Future Scope

  • Real-time price feeds via live APIs
  • Notification engine for investment suggestions
  • Voice assistant integration
  • Support for crypto & global stocks

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