{"id":16242,"date":"2025-05-28T10:47:00","date_gmt":"2025-05-28T14:47:00","guid":{"rendered":"https:\/\/www.rochester.edu\/coe\/?p=16242"},"modified":"2025-06-04T11:20:52","modified_gmt":"2025-06-04T15:20:52","slug":"macroxstudio-data-analysis-assistant","status":"publish","type":"post","link":"https:\/\/www.rochester.edu\/coe\/macroxstudio-data-analysis-assistant\/","title":{"rendered":"MacroXStudio: Data Analysis Assistant"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16592 size-large\" src=\"https:\/\/www.rochester.edu\/coe\/wp-content\/uploads\/2025\/05\/AI-Powered-Finance-Analysis\u2014No-Coding-Required-1-1024x576.jpg\" alt=\"AI-Powered Finance Analysis\u2014No Coding Required\" width=\"1024\" height=\"576\" srcset=\"https:\/\/www.rochester.edu\/coe\/wp-content\/uploads\/2025\/05\/AI-Powered-Finance-Analysis\u2014No-Coding-Required-1-1024x576.jpg 1024w, https:\/\/www.rochester.edu\/coe\/wp-content\/uploads\/2025\/05\/AI-Powered-Finance-Analysis\u2014No-Coding-Required-1-300x169.jpg 300w, https:\/\/www.rochester.edu\/coe\/wp-content\/uploads\/2025\/05\/AI-Powered-Finance-Analysis\u2014No-Coding-Required-1-768x432.jpg 768w, https:\/\/www.rochester.edu\/coe\/wp-content\/uploads\/2025\/05\/AI-Powered-Finance-Analysis\u2014No-Coding-Required-1-1536x864.jpg 1536w, https:\/\/www.rochester.edu\/coe\/wp-content\/uploads\/2025\/05\/AI-Powered-Finance-Analysis\u2014No-Coding-Required-1-340x191.jpg 340w, https:\/\/www.rochester.edu\/coe\/wp-content\/uploads\/2025\/05\/AI-Powered-Finance-Analysis\u2014No-Coding-Required-1-660x371.jpg 660w, https:\/\/www.rochester.edu\/coe\/wp-content\/uploads\/2025\/05\/AI-Powered-Finance-Analysis\u2014No-Coding-Required-1.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><em>Team Members: Abhishek Sharma, Jayant Patil, Bhargav Sai Bhuvanagiri, Aashrith Maisa<\/em><\/p>\n<p>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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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&hellip;<\/p>\n","protected":false},"author":162,"featured_media":16252,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[42],"tags":[112,132],"class_list":["post-16242","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-fall-2024-projects","tag-finance","tag-macroxstudio"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>MacroXStudio: Data Analysis Assistant - Center of Excellence in Data Science and Artificial Intelligence<\/title>\n<meta name=\"description\" content=\"The team developed a natural language tool for finance professionals using GPT-4 and LLaMA. The assistant helps users perform fast, accurate financial analyses without coding, bridging the gap between data and decision-making.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rochester.edu\/coe\/macroxstudio-data-analysis-assistant\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"MacroXStudio: Data Analysis Assistant - Center of Excellence in Data Science and Artificial Intelligence\" \/>\n<meta property=\"og:description\" content=\"The team developed a natural language tool for finance professionals using GPT-4 and LLaMA. The assistant helps users perform fast, accurate financial analyses without coding, bridging the gap between data and decision-making.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.rochester.edu\/coe\/macroxstudio-data-analysis-assistant\/\" \/>\n<meta property=\"og:site_name\" content=\"Center of Excellence in Data Science and Artificial Intelligence\" \/>\n<meta property=\"article:published_time\" content=\"2025-05-28T14:47:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-04T15:20:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.rochester.edu\/coe\/wp-content\/uploads\/2025\/05\/AI-Powered-Finance-Analysis\u2014No-Coding-Required-1200x630.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Hsin-I Liu\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Hsin-I Liu\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.rochester.edu\/coe\/macroxstudio-data-analysis-assistant\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.rochester.edu\/coe\/macroxstudio-data-analysis-assistant\/\"},\"author\":{\"name\":\"Hsin-I Liu\",\"@id\":\"https:\/\/www.rochester.edu\/coe\/#\/schema\/person\/853fca58e2468cfc8d27b9369fef1993\"},\"headline\":\"MacroXStudio: Data Analysis Assistant\",\"datePublished\":\"2025-05-28T14:47:00+00:00\",\"dateModified\":\"2025-06-04T15:20:52+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.rochester.edu\/coe\/macroxstudio-data-analysis-assistant\/\"},\"wordCount\":128,\"image\":{\"@id\":\"https:\/\/www.rochester.edu\/coe\/macroxstudio-data-analysis-assistant\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.rochester.edu\/coe\/wp-content\/uploads\/2025\/05\/AI-Powered-Finance-Analysis\u2014No-Coding-Required.jpg\",\"keywords\":[\"Finance\",\"MacroXStudio\"],\"articleSection\":[\"Fall 2024 Projects\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.rochester.edu\/coe\/macroxstudio-data-analysis-assistant\/\",\"url\":\"https:\/\/www.rochester.edu\/coe\/macroxstudio-data-analysis-assistant\/\",\"name\":\"MacroXStudio: Data Analysis Assistant - Center of Excellence in Data Science and Artificial Intelligence\",\"isPartOf\":{\"@id\":\"https:\/\/www.rochester.edu\/coe\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.rochester.edu\/coe\/macroxstudio-data-analysis-assistant\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.rochester.edu\/coe\/macroxstudio-data-analysis-assistant\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.rochester.edu\/coe\/wp-content\/uploads\/2025\/05\/AI-Powered-Finance-Analysis\u2014No-Coding-Required.jpg\",\"datePublished\":\"2025-05-28T14:47:00+00:00\",\"dateModified\":\"2025-06-04T15:20:52+00:00\",\"author\":{\"@id\":\"https:\/\/www.rochester.edu\/coe\/#\/schema\/person\/853fca58e2468cfc8d27b9369fef1993\"},\"description\":\"The team developed a natural language tool for finance professionals using GPT-4 and LLaMA. 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