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Athena: Fast Finance and Sustainability Analytics

Athena was an internal project from Oxari that aimed, while riding the AI boom, to provide ESG Analysts and Leaders with a way to effortlessly access data and perform tasks such as benchmarking or materiality assessments using natural language without exiting a chat interface. The project never left the prototype phase.

The answers provided by Athena were split into two major distinct categories:

Quantitative — which would perform RAG over content extracted from corporate reports (annual reports, sustaibalitiy reports, responsability reports, compnay policies, etc.)

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Quantitative — which would interpret the request and construct a mongodb aggregation pipeline query to perform the necessary operations and return the result together with a visualization.

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The file db_document_example_apple.json provides an example of the document structure present in the numerical database.

Getting Started

Pyhton Environment & Requirements

Check the python version inside runtime.txt

conda create -n athenaenv pyhton=3.12.7
conda activate athenaenv
pip install -r requirements.txt 

Project Env File

.env

OPENAI_API_KEY='YOUR_OPENAI_KEY'
# text-embedding-3-small was previously used
EMBEDDINGS_MODEL='YOUR_CHOSEN_EMBEDDINGS'
# MongoDB free cluster containing numerical data
ATLAS_CLUSTER_URI='mongodb+srv://<user>:<password>@prototypingcluster.ibemdxn.mongodb.net/?retryWrites=true&w=majority&appName=PrototypingCluster'
# The project has a flavour of email verification that made use of smtppro.zoho.eu
# Optional if email verification wants to be kept; this can be bypassed by passing a valid verification code from the start
EMAIL_SENDER_ADDR=
EMAIL_SENDER_PWD=

For the Oxari guest read-only access athenaguest can be used as the user, together with zbcb8YlifqxbOOsY as the password.

Run Command

streamlit run main.py

Important

After the application starts on http://localhost:8501/, TEST can be provided as a valid verification code in order to skip the email verification step, which was left active.

Tested Questions

The following questions were tested during the development stage:

Demo Video
  • What are the scope 2 emissions of Meta, Apple, Lenovo, and Netflix since 2020?
  • Why are the scope 2 emissions of Apple so low since 2021?
  • Provide scope 2 to net income ratio for the companies in 2023
  • What is the average scope 2 emissions for the companies in the technology sector compared to the communication services sector?
General
  • What are the ESG metrics in your database?
  • Which companies are in the database?
  • Give me the number of companies in the database.
  • How many distinct companies are in the db?
  • Which water related metrics do you have access to?
  • Summarize the main points of this chat
Quantitative
  • Give me the operating profit, the revenue and the total assets of meta

  • What are scope 2 for meta and apple?

  • Give me the revenue of both meta and apple over the last 4 years

  • What is the average water consumption for the companies in the technology sector compared to the communication services sector?

  • Can you compare Apple and Netflix in terms of scope 2 intensities?

  • What was the increase in water consumption for Meta in the last 3 years?

    Follow-up:

  • What was the reason for this negative increase? [Obs: the fact that we are still talking about Meta is inferred from the history]

  • What is the year when Apple polluted the most?

  • Please give me the combined scope 1 and 2 emissions location based for apple.

  • Give me the profit of Meta and Apple in 2023.

  • Provide me the newest operating cash flow of Meta and Apple.

  • Can you tell me the number of females in the supervisory board of Netflix?

  • Can you tell me the gender distribution in the supervisory board of Netflix?

Qualitative
  • Can you tell me a couple of things about the diversity and inclusion of Netflix?
  • What is the decarbonization policy of Meta?

Authors

Prototype developed at Oxari B.V. (now a closed entity)

If this is of any interest, please feel free to contact one of the main contributors:

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Athena: an AI ESG Assistant Prototype by Oxari

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