README.md

metadata

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