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🛡️ FinGuard — Investment Portfolio Rebalancer

"We don't predict markets. We prepare portfolios to survive them."

Status Focus Tech


🚩 Problem Statement

Retail investors are flying blind. While there are hundreds of apps for trading and tracking prices, there is a massive gap in professional-grade risk management for everyday investors.

  • Investors don't know their "True Risk" until a crash happens.
  • Portfolios are often unknowingly concentrated in single sectors.
  • Panic selling destroys wealth during downturns because investors lack a pre-defined survival plan.

💡 Our Solution: FinGuard

FinGuard is a Financial Stress Test & Auto-Rebalancing Engine.

We built a personal risk manager that doesn't just show you the problem—it fixes it.

  1. Quantifies Hidden Risk: We break down complex portfolio risk into a simple 0-100 score using institutional metrics (HHI, Volatility, Liquidity).
  2. Stress Simulation: A "Crash Simulator" that lets users see exactly how their portfolio would perform during events like the 2008 Financial Crisis or 2020 COVID Crash.
  3. Automated Rebalancing: The core engine generates a mathematical Action Plan, suggesting specific buy/sell executions to optimize diversification and reduce risk, explaining the "Why" behind every move.

🚀 Project Core

FinGuard isn't just a dashboard; it's a Risk Logic Engine built with the same principles used by hedge funds, but accessible to everyone.

🔹 The Architecture

We focused on data-driven decision making, a core tenant of modern FinTech.

  • Algorithmic Core: We use the Herfindahl-Hirschman Index (HHI) for concentration risk and Inverse Volatility Weighting for rebalancing.
  • Scalable Logic: The risk engine is decoupled from the UI, meaning it can be plugged into any existing brokerage API.
  • Privacy First: Analysis handles sensitive financial data without storing prying details—perfect for compliance-heavy environments.

🔹 Key Differentiators

  • Simulation vs. Speculation: We don't predict stock prices; we simulate portfolio resilience.
  • Explainable AI: Every recommendation comes with a "Why?" tag, building user trust—a critical challenge in FinTech adoption.

📸 Features at a Glance

Feature Description
Risk Meter Instant 0-100 risk score based on volatility & concentration.
Crash Simulator Visualizes portfolio P&L under -40% market conditions.
Auto-Rebalancer Generates a trade list to move from "High Risk" to "Balanced".
Action Plan Step-by-step distinct execution guide for the user.

🏗️ Technical Stack

Built for speed, reliability, and scale.

  • Frontend: React.js, Vite, Tailwind CSS, Recharts (Data Viz)
  • Backend API: Node.js, Express.js
  • Risk Engine: Custom JavaScript algorithms (HHI, StdDev, Sharpe Ratio)
  • Data: Real-world sector mapping and volatility indexing

⚡ Quick Start

Judge or Recruiter? Run the project in 2 minutes.

1. Prerequisites

  • Node.js 18+ installed

2. Install & Run

We've bundled everything for a one-click start.

# Clone repository
git clone <repo-url>

# Install dependencies for both Frontend & Backend
npm run install:all

# Launch the full stack application
npm run dev

👥 The Team

We are passionate engineers solving real financial problems.

Team Member Role & Responsibility
Dhruv Jani Full Stack Architect & Security Lead
Key implementations: Supabase Authentication, Real-time Database Sync, System Architecture.
Mrudul Shah Frontend Engineer & UX Design
Key implementations: React Architecture, Interactive Data Visualization, Responsive Design.
Jal Shah Quantitative Analyst & Backend Lead
Key implementations: Risk Modeling Algorithms, Mathematical Probability Engines, API Performance.

Built with ❤️ for the DU HACKS 5.0.

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