https://github.com/mrunmayee3108/financial-chatbot

A Python chatbot for analyzing financial data of companies with revenue, income, assets, cash flow, and debt ratio queries
https://github.com/mrunmayee3108/financial-chatbot

chatbot data-analysis jupyter-notebook pandas python python3

Last synced: about 1 month ago
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A Python chatbot for analyzing financial data of companies with revenue, income, assets, cash flow, and debt ratio queries

• Host: GitHub
• URL: https://github.com/mrunmayee3108/financial-chatbot
• Owner: mrunmayee3108
• License: mit
• Created: 2025-09-27T06:41:39.000Z (9 months ago)
• Default Branch: main
• Last Pushed: 2025-09-27T07:18:51.000Z (9 months ago)
• Last Synced: 2025-09-27T09:13:04.187Z (9 months ago)
• Topics: chatbot, data-analysis, jupyter-notebook, pandas, python, python3
• Language: Jupyter Notebook
• Homepage:
• Size: 49.8 KB
• Stars: 0
• Watchers: 0
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md
  • License: LICENSE

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README

          
Financial Chatbot

This project is a simple rule-based financial chatbot built in Python.  

It answers a limited set of predefined queries using data from an Excel file.

Introduction: 

The chatbot provides financial insights for companies based on historical data.  

It demonstrates how predefined queries can be mapped to dataset values using simple Python logic.

How it Works: 

1. User uploads an Excel file with company financial data.  

2. The chatbot function filters data for the given **company** and **fiscal year**.  

3. Using `if-else` conditions, it matches the user query to predefined queries and returns answers.  

4. If the query is outside the predefined set, it returns a fallback message.

Queries Supported: 

The chatbot can respond to:

1. Total Revenue – “What is the total revenue of [Company] in [Year]?”  

2. Net Income Change – “How has net income changed over the last year?”  

3. Assets & Liabilities – “What are the assets and liabilities of [Company] in [Year]?”  

4. Cash Flow – “What is the cash flow from operating activities of [Company] in [Year]?”  

5. Debt-to-Asset Ratio – “What is the debt-to-asset ratio of [Company] in [Year]?”  

Example Output: 

Q: What is the total revenue?

A: The total revenue of Apple in 2023 was 260000 million USD.

Q: How has net income changed over the last year?

A: Net income for Apple changed by 5000 million USD (8%) from 2022 to 2023.

Q: What are the assets and liabilities?

A: In 2023, Apple had assets of 300000 million USD and liabilities of 150000 million USD.

Q: What is the debt-to-asset ratio?

A: The debt-to-asset ratio of Apple in 2023 was 0.50.