Financial Analysis Model and Web Application

This project is a two-part challenge that involves building a financial analysis model and creating a web application to utilize the model.

---

📖 Problem Statement

Module 1 - Financial Analysis Model (1 Hour)

Create a simple financial analysis model using the following files:

1. rules.py: Contains predefined rules for financial analysis. You are required to implement the functions as per the comments provided. The example function latest_financial_index serves as a reference.
2. model.py: Processes the rules from rules.py and outputs results in JSON format.
3. data.json: Sample dataset used as input for the analysis model.

Module 2 - Web Application (30 Minutes)

Develop a web application using the framework or tool of your choice. The application consists of two pages:

1. Page 1: Upload Data

   • Allows users to upload the data.json file.
   • On submission, processes the file using the model created in Module 1 and displays the results in JSON format.

2. Page 2: Results

   • Displays the results obtained from model.py in a structured and interactive manner.

---

🚀 Features

1. Financial Analysis Model

   • Evaluates multiple financial metrics using rules defined in rules.py.
   • Flags include:
     • TOTAL_REVENUE_5CR_FLAG: Checks if total revenue exceeds ₹5 crore.
     • BORROWING_TO_REVENUE_FLAG: Verifies if the borrowing-to-revenue ratio is healthy.
     • ISCR_FLAG: Evaluates the Interest Service Coverage Ratio (ISCR).

2. Interactive Web Application

   • Upload Financial Data: Upload the financial dataset and process it.
   • Detailed Results: View flags, insights, and visualizations of financial trends.

3. Visualizations

   • Displays trends in net revenue using interactive line charts with Plotly.

---

📂 Project Structure

.
├── app.py              # Main Streamlit app for the web application
├── model.py            # Financial analysis model
├── rules.py            # Rule definitions for financial analysis
├── data.json           # Sample dataset
├── requirements.txt    # Dependencies for the project
└── README.md           # Project documentation

🛠️ Setup and Installation

Prerequisites

Ensure that the following are installed on your system:

• Python 3.8 or higher
• Streamlit
• Plotly

Installation Steps

1. Clone the Repository
   Clone the GitHub repository to your local system using the following command:

   git clone https://github.com/your-username/financial-analysis-app.git
   cd financial-analysis-app

2. Install Dependencies
   Install all required Python libraries from requirements.txt:

   pip install -r requirements.txt

3. Run the Application
   Start the Streamlit application with:

   streamlit run app.py
   

Hosted :

Financial Analysis

(Upload the data.json from this repo)

Screenshots 💻

Main Page Analysis Visualization