FinSight, is a conversational AI platform that transforms complex company financial documents (like 10-Ks, annual reports, and balance sheets) into clear, interactive insights. Built for investors, students, and analysts, FinSight personalizes your experience through a fun onboarding quiz and delivers everything from KPIs to educational mini-quizzes — all within a sleek mobile interface.

• Supports PDF uploads of financial documents
• Parses content using NLP to extract key metrics and trends

• Ask questions like:
  • “What’s the EPS for this company?”
  • “Summarize the risk factors from the annual report”
• Uses vector search + LLMs for contextual, document-aware answers

• Welcome quiz collects:
  • Name
  • Financial interests (e.g., investing, accounting)
  • Skill level
• Sets tone and depth for insights (e.g., beginner vs. expert explanations)

• KPI cards show:
  • Revenue, Profit, ROE, EPS
  • Assets, Equity, Current Assets
• Visually organized with gradients, icons, and trends

• Users get quizzed on report data
• Incorrect answers include detailed explanations with references
• Gamifies learning about financials

• Start general chats without uploading
• Revisit and resume previous conversations

1. Clone the repo:

   git clone https://github.com/your-username/FinSight.git
   cd FinSight

2. Start the backend:

   cd backend
   npm install
   npm run dev

3. Start the frontend:

   cd frontend
   npm install
   expo start

• Exportable PDF insights reports
• Multi-language document parsing
• Live valuation models

• Dhivyesh Prithiviraj, Kaushik Shivakumar, Adi Dixit, Kartik Emani