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Project Spotlight

FinSage AI Assistant

A fully-local AI-powered trading assistant for Zerodha Kite. Chat with local LLMs via Ollama, analyze your portfolio, and execute trades with human-in-the-loop safety.

View on GitHub See Screenshots Installation Guide
🔒 Fully Local
Portfolio stays private.
🧠 Smart Analysis
Risk + insights.
📊 Charts
Auto dashboards.
🛡️ Safe Trading
Confirm every order.
⚡ Easy Setup
~10 minutes.

What it does

FinSage AI Assistant brings local LLMs (via Ollama) together with real-time portfolio data from Zerodha Kite. You ask in plain English; the system fetches live holdings/positions and returns insights, charts, and next-best actions.

Designed for responsible automation

  • ✓ Human-in-the-loop confirmations before trade execution
  • ✓ Local model inference to keep sensitive data private
  • ✓ Clear, structured order previews before placing orders

How it works (high level)

  1. 1.User chats in the browser UI (port 15600 in the project).
  2. 2.Express API routes requests to Ollama and to Kite Connect for live portfolio data.
  3. 3.LLM returns analysis + recommendations; charts are generated for allocations and performance.
  4. 4.For orders, the assistant prepares a structured draft; user must confirm before execution.
Core stack
Node.js, Express, Ollama, Kite Connect API
Optional
Model Context Protocol via remote Kite MCP server

Screenshots

Visual walkthrough from the project repo (copied here for speed and stability).

FinSage AI Assistant landing page
Landing Page — the main entry screen with authentication and model selection.
Portfolio analysis overview
Comprehensive Portfolio Overview — summary insights across holdings and performance.
Sector allocation and risk assessment
Sector Allocation & Risk Assessment — allocation view plus concentration and risk signals.
Top performers and recommendations
Top Performers & Recommendations — highlights winners/laggards and suggested actions.
Detailed stock analysis with charts
Detailed Stock Analysis with Charts — deeper dives per symbol with visual breakdowns.

Try it locally

FinSage AI Assistant is built for developers and traders who want AI insights without sending portfolio data to third-party AI services. Setup uses Node.js + Ollama + Zerodha Kite Connect.

Quick links

Quick Start INSTALLATION.md Issues

What makes it different

  • •Privacy-first: local LLM inference via Ollama.
  • •Actionable analytics: charts and breakdowns, not just chat.
  • •Safe automation: trade placement requires explicit confirmation.
  • •Extensible: optional MCP remote integration patterns.
Repository
https://github.com/rvsaraswat/FinSageAi-Assistant