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💳 Smart Expense to Investment Tracker 📈

🚀 About the Project

This tool helps you analyze your credit card expenses and check whether you've spent money on publicly traded companies. It then tracks their stock performance since your purchase date.

🔹 Upload a PDF of your credit card statement
🔹 Automatically extracts transactions
🔹 Identifies publicly traded companies
🔹 Fetches stock data and visualizes trends

📌 Live Demo: Expense2Invest Streamlit App


🛠️ How to Install and Run Locally

1️⃣ Clone the Repository

git clone https://github.com/your-username/smart-expense-tracker.git
cd smart-expense-tracker

2️⃣ Install Dependencies

pip install -r requirements.txt

3️⃣ Run the App

streamlit run app.py

🏗️ How It Works

  1. Upload your credit card PDF (supports Israeli, US Mastercard, Visa, and Amex formats)
  2. The tool extracts transactions (merchant, date, amount)
  3. It matches merchants to stock tickers (e.g., Amazon → AMZN)
  4. It fetches stock data from Yahoo Finance
  5. You get an interactive dashboard to track stock trends!

🎨 Future Improvements

  • 🔍 Better company matching using AI
  • 📊 More advanced analytics & insights
  • 🌎 Multi-language support

💡 Contributions are welcome! If you have ideas, feel free to open a PR.

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An app that find and analyze publicly traded companies based on your own expenses

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