Personal Finance Forecasting Engine Prototype

Closed
Savi Finance
Toronto, Ontario, Canada
Ralph Maamari
Chief Executive Officer
(22)
5
Project
Academic experience
120 hours per learner
Learner
Anywhere
Advanced level

Project scope

Categories
Financial modeling Software development Machine learning Artificial intelligence Databases
Skills
planning git (version control system) python (programming language) software design documents personal finance artificial neural networks forecasting
Details

Our organization has both a web and mobile product that allows consumers to track and manage their finances. One of our core products is the ability to provide forecasting on your future earnings and predict potential expenses.

We would like a group of students to design and build a prototype Personal Finance Forecasting Engine that we can potentially integrate into the product to help consumers avoid debt traps and have peace of mind around their finances, today and tomorrow.

These recommendations could encompass:

  • We see you live in San Fransico, the Average Home Price is currently X, we project it to grow to Y, assuming by the % of people that move into a house Z meters from where they live, you will need TOTAL to be able to live the life you statistical want.
  • We observed that you have logged a transaction relating to a Purchase of a new home, these items are commonly purchased when a new home is purchased, here is the expected expenses list that you might encounter soon.
Deliverables

Students should produce three different deliverables by the end of this project.

First, A planning design document before the actual source code of their recommendation model. If students choose for example to build a neural network based in Python, they should be prepared to submit the source code via a source controller repository, such as git, to us.

Second, students should produce a set of actual recommendations to prove the validity of their model. This set of recommendations should be large enough to show the outcomes of the recommendations, with potential subjective scores provided by the student based on the recommendations.

Lastly, students should provide a written report that details:

  • What technologies they used
  • Any problems they had during the development
  • Final outcomes based on their model
  • Any next steps they would recommend if they were to continue this project
Mentorship
  • A walk-through of the product, as well as lighter technical details, will be provided to students before they begin.
  • An Architecture Diagram Overview
  • Weekly Meetings with a Mentor
  • 24/7 Access to Teams for Async Questions
  • Free Jira and Confluence and Github Licenses for Project Management
  • Support with Business Requirements and Design Reviews.
  • Students will be able to ask questions at any point during the process.

About the company

Company
Toronto, Ontario, Canada
11 - 50 employees
Banking & finance, Technology, Education

Track & Optimize all your finances and automate planning through forecasting for the future for significant purchases such as your dream home, car or vacation.

Savi Finance is a Personal Finance Planning SaaS Web Application with a companion Mobile App that helps people build life plans without the need for a financial advisor by democratizing advanced financial concepts in a visually appealing way all while maintaining plan privacy.

Now with Social Insights & Guilt-Free Spend Limits!

With built-in collaboration with friends and family, AI algorithms to generate life plans in a few seconds, broader picture planning to help plan for the long term, and real-time insights from the economy and users in similar demographics, we feel that Savi Finance is the best way to plan and take control of your financial life.