🌟 Application Name : FINACLE 🌟
Team Name: Lancelot Team members: Sree Snehan - Kuhan M - Anto Nickson J
Mail: [email protected] Contact No: 98949 37066 , 78450 36121
🚀 Embark on a Financial Journey with FINACLE!📈
Welcome to our revolutionary tool designed to empower your financial decisions effortlessly.
!Introduction 💻
Finacle is an innovative application meticulously crafted to streamline your financial analysis process. Whether you're a seasoned investor or just starting your journey, our platform offers unparalleled insights into mutual fund schemes. Say goodbye to tedious manual analysis of PDF reports — Finacle automates the process, extracting scheme names and their corresponding category details for the month.
How to use ! ⬆
🔑 Input OpenAI API Key: Upload the API key sent personally through Whatsapp or feel free to use your own.Contact us for any issues or query related to API key:)
📄 Upload PDF Document: Upload the pdf file through the Browse button , the sample pdfs come pre-loaded into our application.
🔄 Process PDF: Once the document is uploaded, click the "Process" button to store your pdf into the vector database. Ensure that the same file isn't processed again to avoid duplication.
🔍 Select Scheme Details: Select your required scheme details in the fields.
🏃♂ Run Model: Click "Submit" , after selecting the fields and wait for a few seconds to get our analysis. Wait till the graph is displayed.
📥 Download CSV: Once the graph is displayed download the CSV if required.
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⚠ Alert: Users are advised to download the CSV file after viewing the graphs. Clicking the download csv button may reload the application.
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Key Features ! 🚀
-Automated Analysis: Effortlessly analyze PDF reports containing scheme names and their diverse category details for the month. 📊We have
-Comprehensive Insights: Gain comprehensive insights into mutual fund schemes, enabling informed decision-making and -portfolio optimization. 📈
-User-Friendly Interface: Navigate our intuitive platform with ease, allowing for seamless interaction and efficient -utilization of data. 💻
-Time-Saving Solution: Save valuable time by automating the analysis process, freeing up resources for strategic investment planning and execution. ⏱
Technical Aspects:
-> PyPdf is used to retreive the data from the PDF.
-> The chunks are split and directed to the embedding model "text-embedding-3-small" from OPEN AI to store into the vector database
-> The vectorised data is embedded into the local FAISS vector database.
-> The LLM model "GPT-4-Turbo-2024-04-09" is connected to the FAISS database for similarity and semantic search for quick and efficient process.
-> For creating a retreival QA_chain we have used load_q_a_chain from LangChain.chains.
-> For prompt-specifying we have used Prompt template from Langchain.prompts.
Update!
2nd Place
