{"id":15175507,"url":"https://github.com/jojocoder28/mutual_fund_chatbot","last_synced_at":"2025-10-06T10:31:58.982Z","repository":{"id":238134261,"uuid":"795952262","full_name":"jojocoder28/Mutual_Fund_Chatbot","owner":"jojocoder28","description":"This is a basic RAG chatbot and report generator made using LangChain, Streamlit, FAISS, Cohere's embed-english-v3.0 and Cohere's command-r","archived":false,"fork":false,"pushed_at":"2024-05-05T14:18:37.000Z","size":926,"stargazers_count":3,"open_issues_count":0,"forks_count":3,"subscribers_count":1,"default_branch":"master","last_synced_at":"2025-01-24T23:52:20.773Z","etag":null,"topics":["chatbot","cohere","faiss-vector-database","langchain","python","rag","streamlit"],"latest_commit_sha":null,"homepage":"https://chatfunds.streamlit.app/","language":"Python","has_issues":true,"has_wiki":null,"has_pages":null,"mirror_url":null,"source_name":null,"license":null,"status":null,"scm":"git","pull_requests_enabled":true,"icon_url":"https://github.com/jojocoder28.png","metadata":{"files":{"readme":"README.md","changelog":null,"contributing":null,"funding":null,"license":null,"code_of_conduct":null,"threat_model":null,"audit":null,"citation":null,"codeowners":null,"security":null,"support":null,"governance":null,"roadmap":null,"authors":null,"dei":null,"publiccode":null,"codemeta":null}},"created_at":"2024-05-04T13:47:10.000Z","updated_at":"2024-11-18T22:58:09.000Z","dependencies_parsed_at":"2024-05-04T15:01:07.048Z","dependency_job_id":null,"html_url":"https://github.com/jojocoder28/Mutual_Fund_Chatbot","commit_stats":null,"previous_names":["jojocoder28/mutual_fund_chatbot"],"tags_count":0,"template":false,"template_full_name":null,"repository_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/jojocoder28%2FMutual_Fund_Chatbot","tags_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/jojocoder28%2FMutual_Fund_Chatbot/tags","releases_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/jojocoder28%2FMutual_Fund_Chatbot/releases","manifests_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/jojocoder28%2FMutual_Fund_Chatbot/manifests","owner_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners/jojocoder28","download_url":"https://codeload.github.com/jojocoder28/Mutual_Fund_Chatbot/tar.gz/refs/heads/master","host":{"name":"GitHub","url":"https://github.com","kind":"github","repositories_count":235519884,"owners_count":19003201,"icon_url":"https://github.com/github.png","version":null,"created_at":"2022-05-30T11:31:42.601Z","updated_at":"2022-07-04T15:15:14.044Z","host_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub","repositories_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories","repository_names_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repository_names","owners_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners"}},"keywords":["chatbot","cohere","faiss-vector-database","langchain","python","rag","streamlit"],"created_at":"2024-09-27T12:39:20.098Z","updated_at":"2025-10-06T10:31:53.641Z","avatar_url":"https://github.com/jojocoder28.png","language":"Python","readme":"# 💰 Basic-RAG-MutualFund-Report-Generator-and-Chatbot\n\n[![MIT License](https://img.shields.io/badge/License-MIT-green.svg)](https://choosealicense.com/licenses/mit/)\n \nThis is a basic RAG chatbot and report generator made using LangChain, Streamlit, FAISS, Cohere's embed-english-v3.0 and Cohere's command-r\n\nThe project is deployed on streamlit. Visit and try from this [link](https://chatfunds.streamlit.app/).\n\n## Features and Functionalities\n- You can upload multiple reports as PDF.\n- Multiple indices can be added for better organization\n- You can select more than one `schemes` and `fields` as input\n- Generated report can be downloaded locally in CSV format for future references.\n- For development purposes, you can see the chunks retrieved from the vector database for the specific query\n- *Additional Feature* : There is a Chatbot as an option to generate your own personalized queries.\n\n## Tech Stack\n- Language : `Python`\n- Libraries and Frameworks : `LangChain`, `PyPdf`, `Tabula`, `Streamlit`, `Pandas`\n- Models: Cohere's `embed-english-v3.0` and `command-r`\n- Database: `FAISS` Vector Database\n\n## Setup on Local Machine\n\nWorked with Python 3.11 anything above will probably work.\n\n1. Clone the repo\n\n ```sh\n git clone https://github.com/jojocoder28/Mutual_Fund_Chatbot\n ```\n ---\n2. Create and activate virtual environment\n```sh\ncd Mutual_Fund_Chatbot\npython -m venv .venv\n.venv\\Scripts\\activate\n```\n---\n 3. Install Requirements\n\n ```sh\npip install -r requirements.txt\n```\n---\n\n4. For the local machine you need to uncomment the import tabula and tabula.convert_into(uploaded_file[0], f\"db/{index_name}/table.csv\",pages='all', output_format='csv') in the 141st line of pages/Upload_Files.py\n\n---\n\n5. Create a .env file and put your [Cohere API Key](https://dashboard.cohere.com/api-keys) as COHERE_API_KEY and OpenAI API key as OPENAI_API_KEY\n\n```sh\nCOHERE_API_KEY=[YOUR COHERE API KEY GOES HERE]\n```\n\nThe chatbot uses Cohere's embed-english-v3.0 and command-r by default.\n\n##\n6. Run Chatbot.py\n\n```sh\nstreamlit run .\\Report_Generator.py\n```\n\n---\n## Use\n\n- Navigate to **Upload Files** in the sidebar to upload your own PDFs (make sure the PDFs are readable)\n#\n![Upload](image/upload_files.png)\n#\n- Store the uploaded PDFs in a new or existing index.\n- Navigate to **Report Generator** and select the desired index (An index for the year 2022 is already created).\n- Select your scheme from the drop-down menu, or search in the search box\n#\n![Select Scheme](image/generate_report.png)\n#\n- Select the fields on which you want to generate a report on from the `Field` drop-down menu.\n- Click on `Generate`. The report from your query will be generated in a tabular form.\n#\n![Chatbot](image/report.png)\n#\n- You can download the generated report in CSV format from the `Download CSV File` link.\n- You can also use the Chatbot\n#\n ![Chatbot](image/chatbot.png)\n #\n- If you want to know the what chunks were sent to the llm to generate the report, click on the `see chunks...` drop down.\n\n\n## Contributors\n\n- [Swarnadeep Das](https://github.com/jojocoder28)\n- [Sukanta Bala](https://github.com/su1nta) \n- [Areej Aasna](https://github.com/areejaasna) \n","funding_links":[],"categories":[],"sub_categories":[],"project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fjojocoder28%2Fmutual_fund_chatbot","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fjojocoder28%2Fmutual_fund_chatbot","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fjojocoder28%2Fmutual_fund_chatbot/lists"}