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Extract and analyze financial data from 10-K/10-Q documents, then develop an AI-powered chatbot to provide insights and strategic recommendations in a consulting context.

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tamK-kol/BCGX_Gen_AI_project_forage

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BCGX Gen AI project Virtual Internship at Forage

Project Goal

The primary objective of this project is to extract and analyze key financial data from 10-K and 10-Q documents. This involves interpreting financial statements, identifying significant trends, and preparing the data for AI-driven applications.

Following the analysis, the project focuses on developing an AI-powered financial chatbot designed to provide insights and communicate complex financial information in an interactive and user-friendly manner. The chatbot will be used in a consulting context to deliver strategic recommendations and solutions to clients.

Key Components

  1. Data Extraction and Analysis: Extract and analyze financial data from the client's 10-K and 10-Q documents to identify trends and key insights.

  2. AI-Powered Chatbot Development: Build a chatbot using the analyzed financial data to offer strategic insights and communicate financial information effectively.

  3. Web Interface: The chatbot is accessible through a web-based interface, ensuring easy access and interaction for users.

  4. User Guidance: Detailed usage instructions are provided to guide users on how to interact with the chatbot and leverage its capabilities for financial analysis.

How to Use

  • The project encompasses various components that handle data analysis and chatbot functionality.
  • Begin by exploring the project through Task 1 and Task 2 folders.

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Extract and analyze financial data from 10-K/10-Q documents, then develop an AI-powered chatbot to provide insights and strategic recommendations in a consulting context.

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