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AI Biz Fin 2025

AI Financial Analysis Portal

Upload an annual report, get SWOT, MOST and PESTLE analyses with sentiment — built with IBM.

Team project IBM × University of Bristol View source ↗
3
strategy frameworks automated
2
analysis modes — guided & custom
IBM
industry partner

Challenge

Consultants spend their first days on any engagement extracting strategy signals from annual reports — hundreds of pages per company, repeated across every comparable. The IBM-partnered consulting project asked: how much of that first-pass analysis can a web portal automate without losing analytical structure?

Approach

Frameworks, not just summaries. The portal accepts a PDF annual report and generates structured SWOT, MOST and PESTLE analyses — the actual artifacts a consultant would draft — alongside sentiment analysis across the report, related tweets and responses, and word-cloud visualizations for fast scanning.

Two modes for two audiences. A guided mode runs the standard analysis battery for a quick first pass; a custom mode takes detailed user requirements and develops implementation strategies against them. An integrated chat interface walks users through upload and analysis.

Pragmatic full-stack build. Python NLP backend with a JavaScript/HTML front end, designed and delivered by a Business Analytics consulting team working to IBM’s brief over a four-month engagement.

Impact

The portal compresses the first-pass strategic read of an annual report from days to minutes, while keeping outputs in the frameworks analysts actually use — making it a review-and-refine tool rather than a black box. As an industry collaboration, it was equal parts NLP engineering and consulting-grade requirement translation.

Stack: Python · NLP/sentiment pipeline · JavaScript · HTML/CSS · Flask-style web portal