Project Name
LifePilot
Your Name or Team
Randall Erasmus
Repository/Code Link
https://github.com/randallerasmus/lifepilot-frontend & https://github.com/randallerasmus/investec-life-pilot
Live Demo (if any)
No public live demo yet - But can run it locally as per screenshots.
Description
LifePilot is a financial wellness MVP built on top of the Investec Programmable Banking API.
The project helps a user understand whether a major life decision is affordable before committing to it. It combines live banking data with a budgeting and coaching module to estimate safe-to-spend amounts, highlight financial pressure, and simulate the
monthly impact of life events.
The current MVP includes:
- Investec account configuration and token checks
- Account listing, balance retrieval, and transaction retrieval
- A Money Coach module that calculates safe-to-spend based on balance, bills, and savings goals
- Deterministic coaching advice with risk levels such as critical, tight, and healthy
- A LifePilot scenario simulator for estimating the monthly impact of life changes
- A React frontend running locally, backed by a Java Spring Boot API
The main benefit of the build is that it moves beyond simple balance checking and starts answering a more useful question: "Can I actually afford this decision?" That makes it a good foundation for future work in proactive money guidance and life-event
planning.
Screenshots or GIFs
How to Run/Use It
Backend:
.\mvnw.cmd spring-boot:run
Frontend:
npm install
npm run dev
Environment variables required for backend:
- INVESTEC_CLIENT_ID
- INVESTEC_CLIENT_SECRET
- INVESTEC_API_KEY
Optional:
- OPENAI_API_KEY
- OPENAI_MODEL
Default backend URL:
http://localhost:8080
Example backend checks after startup:
- GET /api/investec/config-check
- GET /api/investec/token-check
### Code of Conduct
- [x] I agree to follow the Investec Developer Community Code of Conduct
Project Name
LifePilot
Your Name or Team
Randall Erasmus
Repository/Code Link
https://github.com/randallerasmus/lifepilot-frontend & https://github.com/randallerasmus/investec-life-pilot
Live Demo (if any)
No public live demo yet - But can run it locally as per screenshots.
Description
LifePilot is a financial wellness MVP built on top of the Investec Programmable Banking API.
The project helps a user understand whether a major life decision is affordable before committing to it. It combines live banking data with a budgeting and coaching module to estimate safe-to-spend amounts, highlight financial pressure, and simulate the
monthly impact of life events.
The current MVP includes:
The main benefit of the build is that it moves beyond simple balance checking and starts answering a more useful question: "Can I actually afford this decision?" That makes it a good foundation for future work in proactive money guidance and life-event
planning.
Screenshots or GIFs
How to Run/Use It
Backend: