Spaces:
Sleeping
Sleeping
| title: Mutual Fund | |
| emoji: 👀 | |
| colorFrom: gray | |
| colorTo: green | |
| sdk: docker | |
| pinned: false | |
| license: apache-2.0 | |
| short_description: mutual fund agentic ai | |
| Check out the configuration reference at https://huggingface.co/docs/hub/spaces-config-reference | |
| --- | |
| # Mutual Fund Investment Decision Support System API | |
| This is a FastAPI backend for the Mutual Fund Investment Decision Support System. It provides all the functionality of the original Streamlit app through a RESTful API. | |
| ## Features | |
| - Market data retrieval (Nifty 50, Sensex, etc.) | |
| - Mutual fund data fetching and analysis | |
| - SIP calculator with projections | |
| - Goal-based investment planning | |
| - Portfolio analysis and tracking | |
| - AI-powered investment recommendations | |
| - Portfolio rebalancing suggestions | |
| - Performance reporting | |
| ## Project Structure | |
| mutual_fund_api/ | |
| ├── app/ | |
| │ ├── init.py | |
| │ ├── main.py | |
| │ ├── config.py | |
| │ ├── models/ | |
| │ │ ├── init.py | |
| │ │ ├── fund_models.py | |
| │ │ ├── portfolio_models.py | |
| │ │ ├── goal_models.py | |
| │ │ └── ai_models.py | |
| │ ├── services/ | |
| │ │ ├── init.py | |
| │ │ ├── data_fetcher.py | |
| │ │ ├── sip_calculator.py | |
| │ │ ├── portfolio_analyzer.py | |
| │ │ └── ai_swarm.py | |
| │ ├── api/ | |
| │ │ ├── init.py | |
| │ │ ├── endpoints/ | |
| │ │ │ ├── init.py | |
| │ │ │ ├── market.py | |
| │ │ │ ├── funds.py | |
| │ │ │ ├── portfolio.py | |
| │ │ │ ├── goals.py | |
| │ │ │ └── ai.py | |
| │ └── utils/ | |
| │ ├── init.py | |
| │ └── helpers.py | |
| ├── requirements.txt | |
| ├── .env | |
| └── README.md | |
| ## Setup | |
| 1. Clone the repository | |
| 2. Create a virtual environment: `python -m venv venv` | |
| 3. Activate the virtual environment: | |
| - Windows: `venv\Scripts\activate` | |
| - Unix/macOS: `source venv/bin/activate` | |
| 4. Install dependencies: `pip install -r requirements.txt` | |
| 5. Create a `.env` file with your Swarms API key | |
| 6. Run the API: `uvicorn app.main:app --reload` | |
| ## API Documentation | |
| Once the server is running, you can access the interactive API documentation at: | |
| - Swagger UI: http://localhost:8000/docs | |
| - ReDoc: http://localhost:8000/redoc | |
| ## Key Endpoints | |
| ### Market Data | |
| - `GET /api/v1/market/indices` - Get market indices data | |
| ### Funds | |
| - `GET /api/v1/funds/schemes` - Get all mutual fund schemes | |
| - `GET /api/v1/funds/nav/{scheme_code}` - Get NAV history for a fund | |
| - `GET /api/v1/funds/popular` - Get popular funds by category | |
| - `POST /api/v1/funds/sip-calculate` - Calculate SIP returns | |
| - `POST /api/v1/funds/required-sip` - Calculate required SIP for a goal | |
| - `POST /api/v1/funds/analyze` - Analyze fund performance | |
| ### Portfolio | |
| - `POST /api/v1/portfolio/metrics` - Calculate portfolio metrics | |
| - `POST /api/v1/portfolio/rebalance` - Get rebalancing recommendations | |
| - `POST /api/v1/portfolio/performance` - Generate performance report | |
| - `GET /api/v1/portfolio/template/{template}` - Get portfolio template | |
| - `GET /api/v1/portfolio/templates` - Get all portfolio templates | |
| ### Goals | |
| - `POST /api/v1/goals/dashboard` - Calculate goals dashboard metrics | |
| - `POST /api/v1/goals/calculate-sip` - Calculate SIP returns | |
| - `POST /api/v1/goals/required-sip` - Calculate required SIP for a goal | |
| - `POST /api/v1/goals/inflation-adjusted` - Calculate inflation-adjusted amount | |
| ### AI Recommendations | |
| - `POST /api/v1/ai/analyze` - Get comprehensive AI recommendations | |
| - `POST /api/v1/ai/fund-selection` - Get fund selection recommendations | |
| - `POST /api/v1/ai/risk-assessment` - Get risk assessment | |
| - `POST /api/v1/ai/goal-planning` - Get goal planning recommendations | |