TL;DR
In this tutorial, we’ll walk you through a step-by-step process of building an AI-powered Investment & Savings Copilot that he...
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Awesome tutorial! I love how you’ve broken down the process of building an AI-powered financial manager with Maybe Finance and CopilotKit into such clear, actionable steps. The combo of Next.js, CopilotKit’s AI capabilities, and Maybe Finance’s open-source financial tools really makes this a powerful project for anyone looking to take control of their savings and investments.
The onboarding chat feature is a standout—guiding users through financial goals and risk tolerance in a conversational way feels so intuitive and user-friendly. And those Recharts visualizations? Super clean and effective for making financial data digestible at a glance. I also appreciate that you included both self-hosting and cloud options for CopilotKit—great to have that flexibility depending on the use case.
One question: Have you thought about adding real-time stock or crypto price updates via the Maybe Finance API (or another integration)? It could take the dashboard to the next level for users tracking volatile markets. Either way, this is a fantastic starting point for anyone wanting to dive into AI-driven fintech.
Thanks for sharing this—definitely cloning the repo to play around with it myself! Excited to see what else you comes up with.
Thank you for the kind words! I'm glad you found the tutorial and combination of technologies helpful!
Regarding real-time stock or crypto price updates - that's an excellent suggestion! The Maybe Finance API through SynthFinance does offer market data endpoints that we could leverage for this purpose.
We could add this for a v2 of our Open-Source Financial Manager! 😎
It would be cool to see the v2 with realtime market data
Yes, we can work on that!
In-depth and detailed walkthrough. I love how you even added authorization to the app!
Thank you @nathan_tarbert! Integrating CopilotKit with Maybe Finance brings in the power of open-source to applications!
Super detailed walkthrough. Excellent piece!
Thank you so much Bap!
Awesome job
Thank you Opeyemi!
Awesome tutorial!
Thank you!
How were you able to prompt engineer the chat so it stays within finance + knows what is being displayed on the frontend?
In the code, I set up financial actions using
useCopilotAction hooks. This naturally keeps the chat and conversations finance-focused with actions it can perform.To make it aware of what's on the frontend, the instructions prop in the
CopilotSidebarcomponent helps to feed the AI real-time data from the dashboard. Every time the state changes (like when a balance updates), it refreshes the context string with the latest info. This way, the chat knows exactly what financial data the user is seeing on their screen at that moment.Basically, CopilotKit's sidebar component and action hooks connect the chat directly to the financial data and functions.
You can check out the CopilotKit docs to learn more:
docs.copilotkit.ai/
Bookmarking for later
Thank you Steven, do try it out!
I enjoyed this, thank you
Thank you Matthew!