PersonaFinSight (e-finsight)
An AI-powered financial insights platform analyzing banking transactions via RAG and multi-agent systems.
About the project
PersonaFinSight is an intelligent financial advisor that connects to your bank via TrueLayer and uses advanced AI to provide personalized insights. It features a Retrieval Augmented Generation (RAG) pipeline and a multi-agent system to analyze spending, plan budgets, and offer investment advice.
### Key Features
- **Secure Bank Connection**: OAuth 2.0 integration with TrueLayer. - **RAG Pipeline**: Uses embeddings and vector search for context-aware financial answers. - **Multi-Agent System**: Orchestrates specialized agents (Spending Analyst, Budget Planner, Investment Advisor). - **Natural Language Queries**: Ask questions in plain English to get comprehensive financial plans.
### Tech Stack
- **Backend**: Spring Boot 3.x, PostgreSQL (Cloud SQL) - **AI/ML**: Google Gemini 2.5 Flash, Gemini Embeddings, Vector Store (Cosine Similarity) - **Integration**: TrueLayer Banking API
Links
Date
Feb 2025