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.