💎 ElevateWealth AI — Intelligent Wealth Growth Platform

ElevateWealth AI | Intelligent Wealth Companion Wealth Checkup · Startup Agent · Investment · Career Growth Powered by OpenAI GPT-4o • Streamlit • FastAPI • SQLite FTS5

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🎥 Demo Video (click picture)

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🌟 Overview

ElevateWealth AI is an intelligent wealth-growth platform for high-knowledge professionals pursuing financial freedom.

It unifies multiple intelligent modules within one Streamlit dashboard (app.py):

Module	Description
💰 Wealth Checkup	Analyze assets, liabilities & cash flow; generate personalized freedom reports
🚀 Startup Agent (MinBiz)	Entrepreneurial coaching powered by RAG + LLM; brand strategy & automation
📈 Investment Agent (Coming Soon)	Portfolio allocation, ETF analysis, risk insights
🎓 Career Growth (Planned)	Career development, communication, and transition guidance

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📂 Project Structure

ElevateWealth_AI/
├── app.py                        # 🌐 Main dashboard — multi-agent navigation
│
├── minbiz_agent/                 # 🚀 Startup Companion Module
│   ├── src/                      # Core logic
│   │   ├── rag/                  # FTS5 retriever + contextual chunk builder
│   │   │   ├── sqlite_fts.py
│   │   │   ├── context_builder.py
│   │   │   └── __init__.py
│   │   ├── voice_agent/          # Voice pipeline (TTS/STT)
│   │   │   ├── voice_pipeline.py
│   │   │   └── __init__.py
│   │   ├── server/               # FastAPI backend for /ask-business-v1
│   │   │   ├── voice_agent.py
│   │   │   ├── api_routes.py
│   │   │   └── __init__.py
│   │   ├── utils/                # PDF/text parsing helpers
│   │   │   ├── text_cleaner.py
│   │   │   ├── pdf_parser.py
│   │   │   └── __init__.py
│   │   └── __init__.py
│   │
│   ├── legacy_advanced_rag/      # 🧩 Archived experimental RAG pipelines
│   │   ├── data/
│   │   └── old_pipelines/
│   │
│   ├── eval/                     # Evaluation & test scripts
│   ├── scripts/                  # Utility build / maintenance scripts
│   ├── data/                     # Placeholder (ignored by .gitignore)
│   └── README.md                 # Internal module documentation
│
├── pages/                        # Streamlit page templates (future expansion)
├── src/                          # Shared utilities & common libraries
├── requirements.txt              # Python dependencies
├── ElevateWealth AI Agent.png    # Branding asset
├── README.md                     # ← This file
└── .gitignore                    # Security filters (.env, data/, etc.)

💡 Note: The public version keeps the core logic (retrieval, voice, API) but excludes all private datasets and API keys. Sensitive paths (e.g. .env, /data/fulltext, /data/private_index/) are safely ignored via .gitignore.

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🧠 Module Highlights

💰 Wealth Checkup

A financial self-assessment tool calculating asset-liability balance, cash-flow trends, and freedom indicators.

🚀 Startup Agent (MinBiz)

Interactive entrepreneurial coach combining RAG + LLM reasoning. Helps users with brand positioning, content ideation, execution SOPs, and growth strategy.

Core files

• voice_agent.py – Voice I/O handler
• rag/sqlite_fts.py – Hybrid retriever (FTS5 + context)
• server/voice_agent.py – FastAPI interface for /ask-business-v1

📈 Investment Agent (Coming Soon)

ETF & sector allocation, valuation dashboard, and market signals.

🎓 Career Growth (Planned)

Guidance for career transitions, professional storytelling, and communication skills.

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🧩 Architecture Flow

User
  │
  ▼
Streamlit app.py (main dashboard)
  ├─ 💰 Wealth Checkup
  │    └─ collects financial data and renders checkup report (demo version)
  │
  ├─ 🚀 Startup Agent (MinBiz)
  │    ├─ calls /ask-business-v1 API
  │    ├─ FastAPI server (minbiz_agent.src.server.voice_agent)
  │    ├─ Brain (agent / RAG orchestration)
  │    ├─ RAG search over rag_fts5.db (SQLite FTS5)
  │    └─ OpenAI GPT-4o generates grounded answers
  │
  ├─ 📈 Investment Agent (coming soon)
  │    └─ planned ETF / asset allocation analytics
  │
  └─ 🎓 Career Agent (planned)
       └─ planned career growth & communication coaching

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## 🚀 How to Run (Demo Mode)

```bash
# 1️⃣ Launch main dashboard
streamlit run app.py

# 2️⃣ Start backend for Startup Agent
uvicorn minbiz_agent.src.server.voice_agent:app --reload

Access via 👉 http://localhost:8501

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💾 Data & Security

File / Path	Purpose	Public Status
.env	API keys & secrets	🔒 Ignored
data/	Private text chunks & indexes	🔒 Ignored
legacy_advanced_rag/	Deprecated experiments	🧩 Archived
rag_fts5.db	Public-safe FTS5 index	✅ Included

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✨ Author’s Note

Curated and maintained by Ida Lin (@idalin6127) ElevateWealth AI integrates Wealth Checkup, Startup Companion, and soon Investment & Career Growth agents — forming a holistic AI-driven Wealth Empowerment Ecosystem.

🕊️ “Empowering intelligent entrepreneurship and financial freedom through AI.”

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📜 License

This project is licensed under the MIT License.
© 2025 Ida Lin. All rights reserved.

This public edition includes lightweight demo databases (e.g., FTS5 indexes and sample SFT data)
but excludes proprietary datasets, raw sources, and any confidential API keys.