Budget2Broker

Turning financial literacy into financial freedom. Personalized financial plans, investing guidance, and interactive education — all in one platform.

🏆 4th Place – Alex and Brown Center for Entrepreneurship & Innovation 2025, Technology & Innovation Track
Budget2Broker
AI + Finance + Education

Key Features

Personalized Financial Plan

Enter your financial history and goals to get a clear, actionable plan including debt payoff and 5-year net-worth projections.

Education Hub

Learn investing, saving, and risk management with bite-sized lessons embedded in the platform.

Investment Explorer

Understand different investment types like Index Funds, ETFs, and Stocks — with AI explanations and visual guides.

Compound Interest Simulator

See how your contributions grow over time by adjusting variables in a simple, interactive calculator.

HYSA Rates 2025

Quickly compare top high-yield savings accounts from different financial institutions.

Interactive Stock Chart

Explore live stock data with simple visualizations. AI chatbot helps explain trends and terms.

Why Budget2Broker?

Unlike traditional apps that focus on only budgeting or investing, Budget2Broker unifies financial education, personalized planning, and guidance — helping users build confidence before they start investing.

Tech Stack

React

Component-based frontend library for building dynamic UIs.

Next.js

Framework for server-side rendering and static site generation.

Tailwind CSS

Utility-first CSS framework for responsive design.

OpenAI API

Generative AI for personalized financial guidance.

Yahoo Finance API

Real-time stock and financial data integration.

Chart.js

Interactive charts for visualizing investments.

Framer Motion

Smooth animations and interactive UI effects.

Firebase

Authentication and backend services for user data.