Ecosyste.ms: Awesome
An open API service indexing awesome lists of open source software.
https://github.com/raheesahmed/company-insights-chatbot
The Company Insights Chatbot is an advanced analytical tool designed to provide comprehensive insights into various aspects of company data. Leveraging the OpenAI Assistant API with a code interpreter, this chatbot delivers in-depth analyses and actionable recommendations tailored to user-specific needs.
https://github.com/raheesahmed/company-insights-chatbot
assistants-api chatgpt-api nextjs14 openai openai-api openai-streaming streaming-with-openai
Last synced: about 4 hours ago
JSON representation
The Company Insights Chatbot is an advanced analytical tool designed to provide comprehensive insights into various aspects of company data. Leveraging the OpenAI Assistant API with a code interpreter, this chatbot delivers in-depth analyses and actionable recommendations tailored to user-specific needs.
- Host: GitHub
- URL: https://github.com/raheesahmed/company-insights-chatbot
- Owner: RaheesAhmed
- Created: 2024-07-25T01:05:13.000Z (3 months ago)
- Default Branch: main
- Last Pushed: 2024-08-09T16:10:15.000Z (3 months ago)
- Last Synced: 2024-08-10T17:31:02.426Z (3 months ago)
- Topics: assistants-api, chatgpt-api, nextjs14, openai, openai-api, openai-streaming, streaming-with-openai
- Language: TypeScript
- Homepage: https://company-insights-chatbot.vercel.app
- Size: 370 KB
- Stars: 1
- Watchers: 1
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
Awesome Lists containing this project
README
# Company Insights Chatbot
The Company Insights Chatbot is an advanced analytical tool designed to provide comprehensive insights into various aspects of company data. Leveraging the OpenAI Assistant API with a code interpreter, this chatbot delivers in-depth analyses and actionable recommendations tailored to user-specific needs.
## Key Features
- **Portfolio Analysis:** Generates detailed reports on portfolio performance, asset allocation, and sectoral/geographical contributions.
- **Asset Class Evaluation:** Assesses performance across various asset classes including equities and fixed income, with currency-based insights.
- **Risk Management:** Offers analyses on risk metrics such as VaR and ES, and includes stress testing and sensitivity analyses.
- **Investment Advisory:** Provides expert buy/sell/hold recommendations and strategies for portfolio rebalancing.
- **Transaction Oversight:** Tracks and lists all transaction details for meticulous financial management.
- **Holdings Management:** Reports on the specifics of holdings within a portfolio to inform investment decisions.
- **Tax Strategy:** Suggests methods to optimize tax liabilities and benefits.
- **Compliance Monitoring:** Ensures adherence to regulatory standards and identifies necessary corrective actions.
- **Client Reporting:** Creates tailored reports for clients, highlighting investment strategies and portfolio performance.
- **Market Insights:** Keeps users informed on market trends and economic indicators.
 
## Step 1: Clone the Repository
First, clone the repository using git:
```
git clone https://github.com/RaheesAhmed/Company-Insights-Chatbot.git
```
## Step 2: Navigate to the Project Directory
After cloning, change into the project directory:
```
cd Company-Insights-Chatbot
```
## Step 3: Install Dependencies
Install the necessary npm packages:
```
npm install
```
Create a new file in the root directory and name it as `.env` and following keys:
```
OPENAI_API_KEY=
OPENAI_ASSISTANT_ID=
NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=
CLERK_SECRET_KEY=
```
## Step 4: Start the Application
Start the server using npm:
```
npm run start
```
## Step 5: Access the Application
Open your web browser and go to the following URL to access the application:
```
http://localhost:3000
```
## Testing the Application
Once the application is running, you can test it by interacting with the interface provided at localhost:3000.