Code Editor for app.py

import streamlit as st
import pandas as pd
import plotly.express as px
import plotly.graph_objects as go

# Page config
st.set_page_config(page_title="Financial Goals Summary", layout="wide")

# Title
st.title("Financial Goals Analysis & Recommendations")

# Sidebar for file upload and settings
with st.sidebar:
    st.header("Upload Documents")
    uploaded_file = st.file_uploader("Upload your financial documents (CSV)", type=['csv'])
    
    # Sample data if no file is uploaded
    if uploaded_file is None:
        st.info("Using sample data for demonstration")
        data = {
            'Category': ['Income', 'Expenses', 'Savings', 'Investments', 'Debt'],
            'Amount': [5000, 3000, 1000, 500, 1500],
            'Target': [6000, 2500, 1500, 1000, 0]
        }
        df = pd.DataFrame(data)
    else:
        df = pd.read_csv(uploaded_file)

# Main content
col1, col2 = st.columns([2, 1])

with col1:
    st.subheader("Current Financial Overview")
    
    # Create a waterfall chart
    fig = go.Figure(go.Waterfall(
        name="Financial Flow",
        orientation="v",
        measure=["relative"] * len(df),
        x=df['Category'],
        y=df['Amount'],
        text=df['Amount'].apply(lambda x: f"${x:,.0f}"),
        connector={"line": {"color": "rgb(63, 63, 63)"}},
    ))
    
    fig.update_layout(title="Financial Flow Analysis", showlegend=False)
    st.plotly_chart(fig, use_container_width=True)
    
    # Progress towards goals
    st.subheader("Progress Towards Goals")
    for idx, row in df.iterrows():
        if row['Target'] > 0:  # Only show progress for positive targets
            progress = (row['Amount'] / row['Target']) * 100
            st.metric(
                label=f"{row['Category']} Goal",
                value=f"${row['Amount']:,.0f}",
                delta=f"${row['Target'] - row['Amount']:,.0f} to target"
            )
            st.progress(min(progress, 100))

with col2:
    st.subheader("Recommendations")
    
    # Generate recommendations based on the data
    for idx, row in df.iterrows():
        if row['Category'] == 'Savings':
            if row['Amount'] < row['Target']:
                st.warning(f"💰 Increase savings by ${row['Target'] - row['Amount']:,.0f} to reach your target")
            else:
                st.success("✅ Savings target achieved! Consider increasing your target.")
        
        elif row['Category'] == 'Investments':
            if row['Amount'] < row['Target']:
                st.info(f"📈 Consider increasing investments by ${row['Target'] - row['Amount']:,.0f}")
            else:
                st.success("✅ Investment target achieved! Consider diversifying your portfolio.")
        
        elif row['Category'] == 'Debt':
            if row['Amount'] > 0:
                st.error(f"⚠️ Focus on reducing debt of ${row['Amount']:,.0f}")
                st.markdown("""
                Consider:
                - Debt consolidation
                - Creating a debt payoff plan
                - Reducing non-essential expenses
                """)
    
    # General recommendations
    st.markdown("### General Tips")
    st.markdown("""
    1. Build an emergency fund (3-6 months of expenses)
    2. Follow the 50/30/20 budget rule:
        - 50% for needs
        - 30% for wants
        - 20% for savings/investments
    3. Review and adjust goals quarterly
    4. Consider automation for savings and investments
    """)

# Bottom section for detailed analysis
st.subheader("Detailed Financial Analysis")
st.dataframe(df.style.highlight_max(axis=0, color='lightgreen'))

# Add notes and assumptions
st.markdown("---")
st.caption("""
Notes:
- All figures are monthly averages
- Targets are based on recommended financial planning guidelines
- Adjust goals based on your personal circumstances and financial situation
""")