This chatbot responds to financial questions about three companies, Apple, Microsoft, and Tesla, from 10k filing from 2021 to 2023. This chatbot can answer seven predefined queries to include
- What is sum Total Revenue of Apple for the period from 2021 to 2023?
- What is the mean Net Income of Microsoft for the period from 2021 to 2023?
- What is the mean Total Revenue of Apple for the period from 2021 to 2023?
- How is the trend for Average Cash Flow from Operating Activities over the Years?
- How is the trend for Total Assets over the Years?
- How does the net income of the company over the years look?
- How do total liabilities by company over the years look?
- How do total liabilities by company over the years look?
Amazingly, this is my first time going through an entire project life cycle.
I started with data collection, structuring, cleaning, and analysis. Saved the analysis results in the form of CSVs and PNGs that I further used to include in query-based logic to build pre-defined query responses for user input queries.
Limitations that I can think of are
- Usability of chatbot for a commoner(this is my personal requirement though)
- When scaled up, these can get messy,and there can be an automation to build these pre-defined queries as well
- The landing HTML page can be more interactive