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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
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Aloke Mukherjee
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Toc

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

To get the most out of this book

To get the most value from this book, read through the introductory material and then follow on with the use cases listed. We recommend copying the code and running it on your own. This provides valuable hands-on experience.

Throughout this book, we use ChatGPT, Python, and Power BI, so it is a good idea to have these available for the code examples.

Here are a few recommended steps to set up ChatGPT, Python, and Power BI:

Install Python and enable Python in Power BI:

  1. First, install Python, if you have not done so already. Visit the official website (https://www.python.org/downloads/) for your download. We recommend versions 3.9 or 3.10.
  2. After Python has installed, enable Python scripting in Power BI. Open the Power BI desktop. Click File | Options and settings | Options | Python scripting. Select the checkbox and OK.
  3. Then, set the Python path in Power BI. Go to File | Options and settings | Options | Python scripting, and then click on Detect. This selects the Python installation path automatically. You can also do this manually by clicking on the ellipsis () and selecting the Python executable file.
  4. Restart the Power BI desktop for the changes you made to take effect.

Setting up ChatGPT using ChatGPT API:

  1. First, you will need to obtain an API key from OpenAI. Navigate to the OpenAI website (https://openai.com) and create a (personal) account.
  2. Then, request and get an API key. Use this in all your integration projects.

Tip

These API keys are not free. When you sign up with OpenAI, you get about $18 worth of tokens for use with your API key. After that, it is billed (pay as you go). The details are available on the OpenAI site under Pricing (https://openai.com/pricing).

  1. The ChatGPT API has SDKs and libraries available in several programming languages. Select Python. We use Python extensively in this book and recommend it.
  2. Install the SDK with a package manager such as pip.

We assume you are running Windows 10 or any version after on your device. Although the code has been tested, the installations might be slightly different for Linux, Chrome, and macOS. There are no known issues with installations. You will also need a stable robust browser (MS Edge or similar is recommended).

If you are using the digital version of this book, we advise you to type the code yourself or access the code from the book’s GitHub repository (a link is available in the next section). Doing so will help you avoid any potential errors related to the copying and pasting of code.

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