ChatGPT + quant finance for wealth management (robo advisor)

• Main Author: Abdul Qaiyum Lee Bin Abdul Aziz
• Other Authors: Ng Wee Keong
• Format: Final Year Project
• Language: English
• Published: Nanyang Technological University 2024
• Subjects: Computer and Information Science; ChatGPT; Retrieval augmented generation; Web application; Investment tracking; Beginner Investor
• Online Access: https://hdl.handle.net/10356/175298
• Institution: Nanyang Technological University

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.