Katha Platform

2023
AI / Finance / NLP / Data Analysis
Financial Insights Dashboard

Objective

Develop an AI-driven financial research tool that helps users understand Indian stock market companies by automatically analyzing financial reports and generating clear, human-readable insights.

Tools & Technologies

Next.js, Node.js, OpenAI GPT-3.5, LangChain, PostgreSQL, TailwindCSS, Financial Data APIs, Vercel Hosting

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Challenge

Working with GPT-3.5 required building custom context-window management to handle long financial reports that exceeded model input limits, while still delivering coherent insights.

Designing a conversational interface that allowed users to “ask” about company performance and get AI-generated answers demanded efficient prompt chaining and retrieval logic.

Ensuring financial accuracy and consistency across generated summaries required balancing LLM creativity with structured data extraction from PDFs and filings.