Copyright © 2026 Authors retain the copyright of this article. This article is an open access article distributed under the Creative Commons Attribution License which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited.

@article{199908,
        author = {YASH BHUJBAL and SHRUTI TILWANT and SIDDHI BHONGALE and SHREYASH JOGI and AARYA GHANGURDE},
        title = {Fin-Wise Companion: A Comprehensive Personal Finance and Portfolio Management System},
        journal = {International Journal of Innovative Research in Technology},
        year = {2026},
        volume = {12},
        number = {12},
        pages = {1278-1291},
        issn = {2349-6002},
        url = {https://ijirt.org/article?manuscript=199908},
        abstract = {Recent advancements in digital financial technologies have transformed how individuals manage their personal fi-nances and investment portfolios. However, existing systems often focus on isolated functionalities such as budgeting or investment tracking, lacking an integrated approach. This paper presents Fin-Wise Companion, a comprehensive personal finance and portfolio management system that integrates expense tracking, budgeting, and investment analysis. The system leverages data analytics and visualization to provide insights into financial be-havior and improve decision-making. Experimental results show improved financial awareness and efficient portfolio monitoring.},
        keywords = {Personal Finance, Portfolio Management, Financial Analytics, Budgeting, Investment Tracking},
        month = {May},
        }