About

Developed using:

• C#
• Javascript
• HTML/CSS

Services/Libraries used:

• Microsoft's LUIS and QnA Maker
• Microsoft's Bot Service SDK
• Microsoft Azure

Time to develop:

• 7 weeks

Features

Ability for user's to ask:

• Fund documents from the past and current
• Current fund statistics
• Current fund holdings (and their respective market val, # of shares, and % of total net assets)
• Current fund attributions (the top contributors/detractors of a given fund)
• Account documents
• FAQ Questions (when using Microsoft's QnA Maker)

User's can interact with the chatbot using the React app or through an integrated Slack app

NOTE

Cloning this repo and attempting to run will result in a compilation error. There have been significant edits from the actual version of this chatbot to preserve the security of the firm I worked for.

However, you can still see the underlying functionality of the .NET and React app.