ChatGPT + quant finance for wealth management (robo advisor)
Navigating the intricacies of the investment landscape can be overwhelming, particularly for novice investors who contend with a myriad of options, volatile markets, and complex terminology. However, recent advancements in generative AI, epitomized by ChatGPT, have changed the way we live. Cha...
Saved in:
| Main Author: | |
|---|---|
| Other Authors: | |
| Format: | Final Year Project |
| Language: | English |
| Published: |
Nanyang Technological University
2024
|
| Subjects: | |
| Online Access: | https://hdl.handle.net/10356/175298 |
| Tags: |
Add Tag
No Tags, Be the first to tag this record!
|
| Institution: | Nanyang Technological University |
| Language: | English |
| Summary: | Navigating the intricacies of the investment landscape can be overwhelming, particularly for
novice investors who contend with a myriad of options, volatile markets, and complex
terminology. However, recent advancements in generative AI, epitomized by ChatGPT, have
changed the way we live. ChatGPT's remarkable capacity to mimic human-like responses
across diverse subjects renders it an invaluable tool for knowledge. This presents an
unprecedented opportunity to revolutionize financial education and empower individuals with
essential knowledge in both investing and financial management.
This project aims to create an investment tracking web application featuring a proof-of-concept chatbot, capitalizing on ChatGPT and Retrieval Augmented Generation to address
portfolio-related inquiries for beginner investors. Developed using Django and React, the
system will seamlessly integrate with the OpenAI Assistants API, facilitating data retrieval
and external function calling.
It is essential to underscore that this project serves as a proof-of-concept, and the responses
generated by the chatbot should not be construed as financial advice. |
|---|