Team Members: Abhishek Sharma, Jayant Patil, Bhargav Sai Bhuvanagiri, Aashrith Maisa
This goal of this project was to develop a data analysis tool for finance professionals, particularly portfolio managers who lack coding skills. The goal was to enable these professionals to analyze financial data and generate insights through natural language interactions. Students applied various techniques, including the integration of Large Language Models (LLMs) like GPT-4 and LLaMA, natural language processing, and vector similarity searches to identify relevant data columns and efficiently perform analyses. The final workflow achieved response times of under one second for simple tasks, balancing both accuracy and speed. This solution empowers non-technical users to perform sophisticated analyses, improves decision-making efficiency, and bridges the gap between complex data analysis and financial expertise.