WealthWise Navigator

Complete Investment Platform - Documentation

Introduction

Welcome to the documentation for WealthWise Navigator. This document will guide you through the installation and configuration of the script on various platforms.

WealthWise Navigator is a comprehensive, modern investment platform built with Next.js, React, Firebase, and Tailwind CSS. It provides a full suite of tools for users to manage investments, staking, pools, and more. The powerful admin panel allows for complete control over the platform's features, content, and users.

Quick Start Video

Watch this video for a complete walkthrough of the setup and installation process on a local machine.

Installation

Prerequisites: Regardless of the platform, you will need Node.js (v18 or later), a package manager (npm or yarn), and a Firebase project.

Option 1: Firebase App Hosting (Recommended)

Why use Firebase App Hosting? This is the easiest and most optimized way to deploy the application. It provides a generous free tier, automatic scaling, and seamless integration with the Firebase backend.
  1. Create Firebase Project: Go to the Firebase Console and create a new project if you haven't already.
  2. Upgrade to Blaze Plan: In your Firebase project, upgrade to the "Blaze (Pay-as-you-go)" plan. This is required for server-side functions but the free tier is generous and often sufficient for many applications.
  3. Push to GitHub: Create a new repository on GitHub (it can be private) and push the contents of the source-code folder to it.
  4. Create App Hosting Backend: In the Firebase Console, go to "Build" > "App Hosting". Click "Create backend" and follow the prompts to connect to your GitHub repository.
  5. Configure Deployment: Set the root directory to / if you pushed the contents of source-code directly.
  6. Add Gemini API Key: During the setup, you will be prompted to add environment variables. Create a secret named GEMINI_API_KEY and paste your API key value. (See Google AI Setup section).
  7. Deploy: Finish the setup. Firebase will automatically build and deploy your application.
  8. Run Web Installer: Once deployed, visit your new application's URL. You will be automatically redirected to /install to complete the Firebase configuration and create your admin user.

Option 2: Shared Hosting / cPanel Installation

  1. Log in to your cPanel and navigate to the "Setup Node.js App" tool.
  2. Create a new Node.js application. Set the application root to the folder where you will upload the source code (e.g., /home/youruser/my-app).
  3. Upload the contents of the source-code folder to the application root you specified.
  4. In the Node.js App settings, run npm install to install dependencies.
  5. Set up your Environment Variables in the cPanel interface for your app (GEMINI_API_KEY).
  6. Start the application through the cPanel interface.
  7. Access your application's URL. You will be automatically redirected to /install to complete the setup via the web installer.

Option 3: VPS Installation

  1. Connect to your VPS via SSH.
  2. Ensure Node.js (v18+) and npm are installed.
  3. Clone or upload the source-code folder to your desired directory.
  4. Navigate into the project directory: cd /path/to/source-code
  5. Install dependencies: npm install
  6. Create a .env file (copy from .env.example) and add your GEMINI_API_KEY.
  7. Build the application for production: npm run build
  8. Start the application using a process manager like PM2: pm2 start npm --name "my-app" -- start
  9. Access your server's public IP address or domain. You will be automatically redirected to /install to complete the Firebase configuration.

Option 4: Local Computer Installation

  1. Unzip the main package file and locate the source-code folder.
  2. Open your terminal, navigate into the source-code directory.
  3. Install the required dependencies by running: 
    npm install
  4. Start the application in development mode: 
    npm run dev
  5. The application will now be running. It will detect this is a first-time setup and automatically redirect you to the web installer at http://localhost:3000/install. Follow the on-screen instructions.

Firebase Setup

The web installer at /install will guide you through connecting your Firebase project. You will need the following details from your Firebase project's settings:

  • apiKey
  • authDomain
  • projectId
  • storageBucket
  • messagingSenderId
  • appId
Important: After setup, you must copy the security rules from source-code/firestore.rules and paste them into the "Rules" tab of your Firestore database in the Firebase Console.

Google AI (Gemini) Setup

For AI-powered features, you need a Gemini API key from Google AI Studio.

  1. Visit Google AI Studio and create an API key.
  2. For local development, create a .env file in the root of the source-code directory (you can copy .env.example).
  3. Add your key to the .env file: 
    GEMINI_API_KEY=YOUR_API_KEY_HERE
  4. If you are deploying to a hosting provider (Firebase App Hosting, Shared Hosting, VPS), you must set this as an environment variable in their dashboard instead of using the .env file.

Admin Panel

Once the installation is complete, you can log in to the admin panel using the admin credentials you created. The admin panel can be accessed by adding /admin to the URL (e.g., http://yourdomain.com/admin).

From the admin panel, you can manage every aspect of the platform, including users, investment plans, payment gateways, site appearance, and much more.

Support

If you encounter any issues or have questions, please don't hesitate to reach out to our support team through our CodeCanyon profile page.