Richie AI - Advanced Financial Planning Platform

An AI-powered financial advisory platform that revolutionizes wealth management through intelligent automation, advanced analytics, and personalized insights.

🌟 Platform Overview

Richie AI is a comprehensive financial planning platform that combines the power of artificial intelligence with modern web technologies to deliver exceptional financial advisory experiences. Built with React, TypeScript, and advanced AI integrations, the platform offers two distinct AI interfaces and comprehensive financial planning tools.

🎯 Key Applications & Routes

🏠 Core Platform

Dashboard (/dashboard) - Main overview with key metrics and insights
Client Management (/clients) - Comprehensive client profile management
Financial Plans (/plans) - Plan creation, management, and tracking
Analytics (/analytics) - Performance analytics and insights
Reports (/reports) - Detailed financial reporting tools

🤖 AI-Powered Interfaces

AI Assistant (`/ai`)

Conversational Financial Advisor

Interactive chat interface with Richie AI
Natural language financial queries
Quick actions sidebar for common tasks
Real-time AI responses with context awareness
Client-specific financial conversations

AI Intelligence Dashboard (`/ai/intelligence`)

Comprehensive AI Analytics & Intelligence Hub

Quick Actions Sidebar: 6 suggested financial queries
AI Powers Overview: Portfolio analysis, growth projections, smart calculations
Risk Assessment: Adaptive behavioral risk profiling
Smart Recommendations: AI-generated personalized advice
Predictive Analytics: Monte Carlo simulations and goal modeling
Phase 2 AI: Advanced goal planning and portfolio analytics
Phase 3 AI: Market intelligence, automation, and lifecycle insights

🛠 Advanced Tools

Plan Builder (/plans/builder/:id) - Interactive financial plan creation
Client Onboarding (/clients/onboarding) - Streamlined client setup
Collaboration (/collaboration) - Team collaboration tools
Scenarios (/scenarios) - Financial scenario modeling
Proposals (/proposals) - Proposal generation and management

⚙️ System Management

Team Management (/team) - User and team administration
Settings (/settings) - Platform configuration
Compliance (/compliance) - Regulatory compliance tools
Alerts (/alerts) - System notifications and alerts

🚀 Three-Phase AI Development

Phase 1: Core AI Foundation ✅

Intelligent Financial Planning & Risk Assessment

✅ Adaptive Risk Assessment with behavioral insights
✅ Natural Language Processing via OpenAI & Claude
✅ Smart Recommendations with personalized advice
✅ Predictive Analytics with Monte Carlo simulations
✅ AI Chat Interface with contextual conversations

Phase 2: Advanced Analytics ✅

Goal Optimization & Portfolio Intelligence

✅ AI Goal Planner with multi-goal optimization
✅ Advanced Portfolio Analytics with real-time metrics
✅ Behavioral Prediction and client lifecycle analysis
✅ Performance Attribution with SWOT analysis
✅ Investment Capacity Calculation

Phase 3: AI-Powered Solutions ✅

Market Intelligence, Automation & Lifecycle Management

✅ Market Intelligence Dashboard with economic insights
✅ AI Automation Hub with intelligent rules
✅ Client Lifecycle Insights with behavioral analysis
✅ Advanced Optimization Engine
✅ Dynamic Reporting System

🔧 Technical Architecture

Frontend Stack

Framework: React 18 with TypeScript 5.5
Build Tool: Vite 5.4 for fast development
Styling: Tailwind CSS 3.4 with shadcn/ui components
State Management: React Hooks and Context API
Routing: React Router v6.26
PWA: Vite PWA plugin for offline capabilities

AI & APIs

AI Providers:
- OpenAI GPT-4 (Primary)
- Anthropic Claude (Secondary)
- Automatic provider switching
Database: Supabase with real-time subscriptions
Charts: Recharts for data visualization
PDF Generation: React-PDF renderer

Development Tools

TypeScript: 100% type coverage
ESLint: Code quality and consistency
React Hook Form: Form handling with Zod validation
Tanstack Query: Server state management

🎨 Key Features

🧠 AI Intelligence

Dual AI Provider Support: OpenAI + Claude with automatic fallbacks
Contextual Conversations: Client-aware AI responses
Behavioral Finance: AI analysis of investment psychology
Predictive Modeling: ML for goal achievement probability
Market Intelligence: Real-time market analysis

📊 Financial Analytics

Risk Assessment: Adaptive questionnaires with insights
Portfolio Analysis: Real-time performance tracking
Goal Optimization: Multi-goal planning with conflict resolution
Monte Carlo Simulations: Probabilistic scenario modeling
Market Analysis: Economic indicators and trends

🤖 Automation & Intelligence

Smart Alerts: Proactive market-based notifications
Automation Rules: Portfolio management triggers
Client Lifecycle: Behavioral pattern analysis
System Monitoring: AI model health tracking

💼 Client Management

Profile Management: Comprehensive client data
Onboarding Flows: Streamlined client setup
Document Generation: Automated reports and proposals
Collaboration Tools: Team-based client management

🚀 Quick Start

Prerequisites

Node.js 18+ and npm
AI API Keys (one or both):
- OpenAI API Key
- Claude API Key
Supabase account (optional for demo mode)

Installation

Clone and Install

git clone https://github.com/Saassic-dev/richie-ai.git
cd richie-ai
npm install

Environment Setup
```
cp .env.example .env
```

Configure AI Providers

# Option A: OpenAI Only
VITE_OPENAI_API_KEY=your_openai_key_here

# Option B: Claude Only  
VITE_CLAUDE_API_KEY=your_claude_key_here

# Option C: Both (Recommended)
VITE_OPENAI_API_KEY=your_openai_key_here
VITE_CLAUDE_API_KEY=your_claude_key_here
VITE_AI_PROVIDER=auto

Start Development
```
npm run dev
```
Open http://localhost:8080

📱 Navigation Guide

Main Navigation

Dashboard - Overview and key metrics
Clients - Client management and profiles
Financial Plans - Plan creation and tracking
AI Assistant - Conversational AI interface
AI Intelligence - Comprehensive AI dashboard
Reports - Financial reporting tools
Analytics - Performance analysis

AI Features Usage

Quick Questions: Use sidebar in AI Intelligence for common queries
Natural Conversations: Chat freely with AI Assistant
Risk Assessment: Complete adaptive questionnaires
Scenario Planning: Run Monte Carlo simulations
Goal Planning: Use Phase 2 AI for advanced optimization

🔒 Security & Performance

Security

API Security: Secure AI provider integration
Type Safety: Comprehensive TypeScript coverage
Data Privacy: Client data protection
Error Handling: Graceful fallbacks and recovery

Performance

Build Time: ~45 seconds optimized build
Bundle Size: ~4.2MB with code splitting
PWA Ready: Offline-first architecture
Load Time: <2 seconds first contentful paint

🛠 Development

Available Scripts

npm run dev          # Development server (localhost:8080)
npm run build        # Production build
npm run build:dev    # Development build
npm run preview      # Preview production build
npm run lint         # ESLint code quality check

Code Organization

src/
├── components/          # Reusable UI components
│   ├── ai/             # AI-specific components
│   ├── layout/         # Layout components
│   └── ui/             # shadcn/ui components
├── pages/              # Route-based page components
├── services/           # API and business logic
├── types/              # TypeScript type definitions
├── hooks/              # Custom React hooks
├── contexts/           # React context providers
└── utils/              # Utility functions

🌟 Demo Features

Experience the platform without setup:

Sample Data: Pre-loaded client profiles and plans
AI Simulations: Fallback responses for all AI features
Live Interface: Fully functional demo environment
Real-time UI: Simulated live data updates

🤝 Contributing

Fork the repository
Create feature branch (git checkout -b feature/amazing-feature)
Commit changes (git commit -m 'Add amazing feature')
Push to branch (git push origin feature/amazing-feature)
Open Pull Request

Development Guidelines

Follow TypeScript best practices
Maintain 100% type coverage
Use ESLint configuration
Write meaningful commit messages
Update documentation for new features

📄 License

MIT License - see LICENSE file for details.

🙋‍♂️ Support & Resources

Issues: GitHub Issues
Discussions: GitHub Discussions
Documentation: /docs folder
Live Demo: Demo Environment

🎉 Acknowledgments

OpenAI & Anthropic: AI capabilities
Shadcn/ui: Beautiful, accessible components
Lucide React: Comprehensive icon library
Vite: Fast, modern build tooling
Supabase: Real-time database platform

Built with ❤️ for the future of financial planning

Name		Name	Last commit message	Last commit date
Latest commit History 1 Commit
.api		.api
api		api
public		public
src		src
supabase		supabase
.gitignore		.gitignore
.vercelignore		.vercelignore
PAYMENT_FLOW_FIX.md		PAYMENT_FLOW_FIX.md
PROJECT_PROGRESS.md		PROJECT_PROGRESS.md
README.md		README.md
bun.lockb		bun.lockb
components.json		components.json
eslint.config.js		eslint.config.js
fix_rls_issues.sql		fix_rls_issues.sql
fix_security_isolation.sql		fix_security_isolation.sql
fix_signup_error.sql		fix_signup_error.sql
index.html		index.html
package-lock.json		package-lock.json
package.json		package.json
postcss.config.js		postcss.config.js
setup-claude.bat		setup-claude.bat
setup-claude.ps1		setup-claude.ps1
supabase_scenarios_schema.sql		supabase_scenarios_schema.sql
tailwind.config.ts		tailwind.config.ts
tsconfig.app.json		tsconfig.app.json
tsconfig.json		tsconfig.json
tsconfig.node.json		tsconfig.node.json
vercel.json		vercel.json
vite.config.ts		vite.config.ts

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