Financial Chatbot

A financial chatbot designed to provide insights from financial datasets. Built with Flask and Pandas, the chatbot answers financial questions such as revenue, profit margins, and other key financial metrics.

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🚀 Project Overview

This chatbot enables users to:

• Ask financial questions about specific companies.
• Retrieve data such as Total Revenue, Net Income, Profit Margin, and more.
• Analyze financial datasets interactively.
• Summarize financial performance in a human-readable format.

The project leverages Flask for backend services and Pandas for data processing.

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🛠️ Technologies Used

• Python: Backend processing and chatbot logic.
• Flask: Web framework for creating APIs.
• Pandas: Data analysis and processing.
• HTML/CSS/JavaScript: User interface and interactivity.
• Vercel: Deployment platform for serverless functions.

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⚙️ Setup Instructions

📌 1. Clone the Repository

git clone https://github.com/Omedobi/financial-chatbot.git
cd financial-chatbot

📌 2. Create a Virtual Environment

python -m venv myenv
myenv\Scripts\activate     # On Windows

📌 3. Install Dependencies

pip install -r requirements.txt

📌 4. Run the Application Locally

flask run

• Access the chatbot in your browser at: https://bcg-financial-chatbot.vercel.app/

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🌐 Deployment on Vercel

📌 1. Install Vercel CLI

npm install -g vercel

📌 2. Deploy to Vercel

vercel --prod --yes

📌 3. Configure vercel.json

Ensure the following configuration is present:

{
  "builds": [
    {
      "src": "app.py",
      "use": "@vercel/python"
    }
  ],
  "routes": [
    {
      "src": "/(.*)",
      "dest": "app.py"
    }
  ],
}

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💬 Usage

1. Visit the Chatbot UI
   Open the application in your browser with chatbot_app\static\image\BCG-Logo-1.svg

2. Ask a Question

   • Example Questions:
     • What is the total revenue?
     • What is the net income?
     • What is the profit margin?

3. Receive Insights
   The chatbot will process your request and provide answers based on financial datasets.

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📜 License

This project is licensed under the MIT License.
Feel free to use, modify, and distribute as per the license terms.

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📧 Contact

• Developer: Erder
• Email: ikennaomedobi@gmail.com
• GitHub: Your GitHub Profile

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Happy Chatting! 🚀💬