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The Future of Finance with ChatGPT and Power BI

You're reading from   The Future of Finance with ChatGPT and Power BI Transform your trading, investing, and financial reporting with ChatGPT and Power BI

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Product type Paperback
Published in Dec 2023
Publisher Packt
ISBN-13 9781805123347
Length 406 pages
Edition 1st Edition
Concepts
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Authors (2):
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James Bryant James Bryant
Author Profile Icon James Bryant
James Bryant
Aloke Mukherjee Aloke Mukherjee
Author Profile Icon Aloke Mukherjee
Aloke Mukherjee
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Table of Contents (13) Chapters Close

Preface 1. Part 1: From Financial Fundamentals to Frontier Tech: Navigating the New Paradigms of Data, EVs, and AgTech
2. Chapter 1: Financial Mastery with ChatGPT: From Basics to AI Insights FREE CHAPTER 3. Chapter 2: Creating Financial Narratives with Power BI and ChatGPT 4. Chapter 3: Tesla’s Financial Journey: AI Analysis and Bias Unveiled 5. Chapter 4: John Deere’s AgTech Revolution – AI Insights and Challenges 6. Part 2: Pioneers and Protectors: AI Transformations in Software, Finance, Biotech, and Cybersecurity
7. Chapter 5: Salesforce Reimagined: Navigating Software and LLMs 8. Chapter 6: SVB’s Downfall and Ethical AI: Smart AI Regulation 9. Chapter 7: Moderna and OpenAI – Biotech and AGI Breakthroughs 10. Chapter 8: CrowdStrike: Cybersecurity in the Era of Deepfakes 11. Index 12. Other Books You May Enjoy

Summary

Chapter 5 took us on a compelling journey, bringing to life the resurgence story of Salesforce through the lens of market sentiment. We experienced firsthand how this tech giant, despite a challenging downturn, found renewed strength and direction, largely driven by strategic interventions and an industry-defining pivot toward AI.

We explored the potent mix of sentiment analysis and the Rule of 40, exploring their applications in modern investment strategies. We learned about an AI-powered options trading strategy that hinges on these two principles, providing a fresh, innovative perspective on investment decision-making.

Through a step-by-step guide, we witnessed the creation of an Activist AI Agent using LangChain, ChatGPT, and Streamlit. This deep dive into AI tools offered a novel outlook on investment activism, showing how technology can spearhead significant change.

Finally, we embarked on an evaluative journey through the world of LLMs, comparing proprietary...

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