{"id":17490276,"url":"https://github.com/MarkPhamm/Alcon-Financial-Assistant","last_synced_at":"2025-03-04T04:30:49.190Z","repository":{"id":257935047,"uuid":"867947290","full_name":"MarkPhamm/Alcon-Financial-Assistant","owner":"MarkPhamm","description":" Alcon Financial Analysis: An interactive dashboard showcasing dynamic financial metrics, KPIs, and competitor comparisons. 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It offers various features including financial data visualization, a chatbot for queries, and configuration management.\r\n\r\n## Features\r\n1. **Financial Data Visualization**\r\n   - Income Statement Analysis (Annual and Quarterly)\r\n     ![image](https://github.com/user-attachments/assets/01971893-86b8-4061-9138-8f57518d8979)\r\n   - Balance Sheet Analysis (Annual and Quarterly)\r\n     ![image](https://github.com/user-attachments/assets/8e0d49d9-c5e9-486f-98ef-b8375d0dcdc1)\r\n   - Cash Flow Analysis (Annual and Quarterly)\r\n     ![image](https://github.com/user-attachments/assets/32b3d48c-aa1c-41ff-a063-222ae9f0da2f)\r\n   - Interactive charts using Plotly and Pygwalker\r\n     ![image](https://github.com/user-attachments/assets/f183164c-2b8d-44ea-9f2f-cfb909867f92)\r\n\r\n2. **RAG-powered Chatbot**\r\n   ![image](https://github.com/user-attachments/assets/a8cd78bf-dd55-4986-bad7-a3fda456ecd0)\r\n   - AI-powered assistant for financial queries\r\n   - Utilizes OpenAI's GPT model and Chroma vector database for retrieval-augmented generation\r\n   - Provides context-aware responses based on up-to-date financial data\r\n  \r\n   - **RAG Architecture**\r\n   ![image](https://github.com/user-attachments/assets/82fe2c8f-ee92-4b63-81b4-f3f185d97d88)\r\n\r\n4. **Configuration Management**\r\n   - Add or remove ticker symbols for analysis\r\n\r\n   \r\n     ![image](https://github.com/user-attachments/assets/b53d0722-e8f3-4690-b82a-121414015fd3)\r\n   - Run ETL (Extract, Transform, Load) pipeline\r\n  \r\n     \r\n     ![image](https://github.com/user-attachments/assets/ea618c7b-c98a-4dde-bf20-2098ded081e6)\r\n   - Populate Vector Database for enhanced chatbot performance\r\n  \r\n     \r\n     ![image](https://github.com/user-attachments/assets/558fb045-e678-4734-997c-94ab353d2282)\r\n\r\n## Installation\r\n\r\n1. Clone the repository:\r\n   ```\r\n   git clone [repository-url]\r\n   ```\r\n\r\n2. Navigate to the project directory:\r\n   ```\r\n   cd [project-directory]\r\n   ```\r\n\r\n3. Create a virtual environment:\r\n   ```\r\n   python -m venv .venv\r\n   ```\r\n\r\n4. Activate the virtual environment:\r\n   - On Windows:\r\n     ```\r\n     .venv\\Scripts\\activate\r\n     ```\r\n   - On macOS and Linux:\r\n     ```\r\n     source .venv/bin/activate\r\n     ```\r\n\r\n5. Install required dependencies:\r\n   ```\r\n   pip install -r requirements.txt\r\n   ```\r\n\r\n6. Set up environment variables:\r\n   - Create a `.env` file in the root directory\r\n   - Add your OpenAI API key:\r\n     ```\r\n     OPENAI_API_KEY=your_api_key_here\r\n     ```\r\n\r\n## Usage\r\n\r\n1. Run the Streamlit app:\r\n   ```\r\n   streamlit run app.py\r\n   ```\r\n\r\n2. Navigate through different sections using the sidebar:\r\n   - Income Statement\r\n   - Balance Sheet\r\n   - Cash Flow\r\n   - Chatbot\r\n   - Configs\r\n\r\n3. In the visualization sections, you can:\r\n   - Select specific companies for comparison\r\n   - Choose between annual and quarterly data\r\n   - Create custom charts using Plotly or Pygwalker\r\n\r\n4. Use the Chatbot for financial queries related to the loaded data\r\n\r\n5. In the Configs section, you can:\r\n   - Add or remove ticker symbols\r\n   - Run the ETL pipeline to update data\r\n   - Populate the vector database for improved chatbot responses\r\n\r\n## Data Sources\r\n\r\nThe application uses financial data stored in CSV files:\r\n- `annually_income_statement.csv`\r\n- `annually_balance_sheet.csv`\r\n- `annually_cash_flow.csv`\r\n- `quarterly_income_statement.csv`\r\n- `quarterly_balance_sheet.csv`\r\n- `quarterly_cash_flow.csv`\r\n\r\n## Dependencies\r\n\r\n- Streamlit\r\n- OpenAI\r\n- LangChain\r\n- Pandas\r\n- Plotly\r\n- Pygwalker\r\n- Chroma\r\n\r\n## Customization\r\n\r\nYou can modify the `config.py` file to change the list of tracked tickers and update the color theme for visualizations.\r\n\r\n## Note\r\n\r\nEnsure that you have the necessary permissions and comply with the terms of service for all data sources and APIs used in this application.\r\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2FMarkPhamm%2FAlcon-Financial-Assistant","html_url":"https://awesome.ecosyste.ms/projects/github.com%2FMarkPhamm%2FAlcon-Financial-Assistant","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2FMarkPhamm%2FAlcon-Financial-Assistant/lists"}