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πŸ€– Custom LLM Framework for Financial Analysis (Public Version)

Lucas Kemper – First Year MScFin Student at HEC Lausanne, Switzerland πŸ‡¨πŸ‡­

Inspired by my interests in quantitative finance πŸ“Š, AI 🧠, and LLMs πŸ’¬, I am customizing a fork of Lobe Chat to develop an innovative AI-powered framework for advanced financial analysis. Initiated on October 20, 2024, this project integrates state-of-the-art AI tools with finance-specific features designed to streamline data-driven analysis in investment and accounting.

Note: The code remains private to maintain confidentiality as I refine and enhance this framework. πŸ”’

🌟 Core Features

  1. File Upload & Knowledge Base πŸ“
    Personal knowledge repository enabling efficient file upload and search, tailored for financial datasets (upload functionality currently under optimization).

  2. Multi-Model Support 🀝
    Integrated support for OpenAI and Anthropic models to provide versatile AI options.

  3. Advanced Infrastructure Optimizations ⚑

    • Vercel: Front-end deployment optimized for speed and cost efficiency; transitioning to AWS for enhanced performance and security (Status: In Progress) πŸš€
    • Cloudflare: Added comprehensive security with DNS, CDN, and DDoS protection (Status: βœ… Completed)
    • MongoDB to AWS Migration: Migrated database from MongoDB to AWS PostgreSQL (using Prisma) for enhanced data management efficiency (Status: βœ… Completed)
    • Clerk Authentication: Implemented secure, multi-provider login through GitHub and Google (Status: βœ… Completed)

🎯 Current Challenges

  • Model Complexity Constraints: Addressing limitations in context length for complex financial queries (currently experimenting with Hugging Face) πŸ”„
  • File Upload Bug: Finalizing network configurations for seamless file processing (Status: βœ… Completed)
  • API Cost Optimization: Focusing on cost-efficient API usage πŸ’°
  • Data Quality: Enhancing data input accuracy, essential for quality financial analysis πŸ“Š (Status: βœ… Completed)

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LLM Fork built by Lucas Kemper, based on various open source projects

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